A2P Registration Checklist

Before you submit

• Legal business name exactly as the IRS has it, including "LLC" or "Inc." Pull it from your CP 575 letter, not from memory.
• EIN that matches that name
• Business address that matches your IRS records
• A live website on your own domain. No parked pages, no "coming soon."
• A privacy policy page on that website
• A terms page on that website
• A working form on the website where someone can opt in to texts

Your privacy policy must include

• This exact sentence: "No mobile information will be shared with third parties/affiliates for marketing/promotional purposes."
• What you collect, why, and how someone can opt out

Your opt-in form must have

• A separate, unchecked checkbox for texting consent. Not pre-checked. Not required to submit the form.
• Separate checkboxes for marketing texts and non-marketing texts (appointment reminders, job updates) if you send both
• The nine disclosures near the checkbox: program name, who's sending, the phone number, "Msg & data rates may apply," how often you'll text, reply HELP for help, reply STOP to cancel, a privacy policy link, and a terms link
• The privacy and terms links in the form footer, not inside the checkbox text

Your sample messages must

• Use a real first name, not a merge field like {{name}}
• Include your business name in every sample
• Include "Reply STOP to opt out" in at least one sample
• Contain no public link shorteners. No bit.ly, no tinyurl. Your own domain only.

Your opt-in confirmation text must

• Stay under 160 characters
• Include your business name, how often you'll text, "Msg & data rates may apply," HELP instructions, and STOP instructions

Never send

• Anything about sex, hate, alcohol, firearms, tobacco or vape, or marijuana and CBD. Alcohol and tobacco have narrow exceptions on specific number types. The default answer is don't.
• A text to anyone who didn't opt in. Consent can't be bought, sold, or moved from another list.

Why registrations get rejected

The name on the registration doesn't match the IRS record. The website is down or has no privacy policy. The checkbox is pre-checked or the consent language is missing. Sample messages use merge fields or a link shortener. Reviewers stop at the first problem they find, so fix everything before resubmitting, not just the one they named.

After approval

Start slow. A new number that sends hundreds of texts on day one gets filtered. Ramp up over the first two weeks. Reply to STOP requests immediately, and never text someone who opted out, even by hand.