SUPPORT ARTICLE LINK: CLICK HERE 

TCR REGISTRATION CHECKLIST (CUSTOMER FACING DOCUMENT): CLICK HERE

CONFIRM with the customer if they  have the following information available:

1) Business Verification (Tax ID/EIN) 

2) Website Presence/Availability - Reminder: to help the customer check their website if requirements are met prior of submission following the website and opt out language requirements. Click here for reference: CLICK HERE

3) Guide customer on creating their sample messages make sure that it includes the following items
In each text box, enter a unique sample message your company or employees have sent customers, including company name and the opt-out language “Reply STOP to Opt-out.” Examples of sample text messages will appear in the text boxes based on the use cases you select. 

4)  Check if customer doesn't have any prohibited content (check the guidelines below for more info)

Checklist and Guidelines below: 

✅ Business Verification:

• Tax ID/EIN: Must match IRS SS4 form.

• Physical Address: Must match IRS SS4 form.

• Legal Business Name: Must match IRS SS4 form.

• Website Address: Required for registration.
  
  

✅ Web Presence Requirement:

• Ensure the customer has an active website.

• If not, they must create one before proceeding.

✅ Website Forms Requirement:

• If a web form collects phone numbers, it must include:

  • Opt-in checkbox (not pre-checked).

  • Required consent language.

• If no web form is used, they must outline how consent is obtained.

✅ Privacy Policy Requirement:

• Must be available on the website.

• Must include details on data collection, usage, and sharing.

• SMS opt-in information must not be shared with third parties.

✅ SMS Terms & Conditions Requirement:

• Must be included in the Privacy Policy or as a standalone document.

• Must include:

  • Consent for SMS communication.

  • Examples of SMS communications.

  • Standard messaging disclosures ("Message and data rates may apply.").

  • Opt-out and assistance instructions ("Text STOP to unsubscribe").

✅ Prohibited Content Check:

• Review RingCentral SMS/MMS content policies.

• If the business falls under prohibited categories, they cannot register.

TCR REGISTRATION GUIDE: CLICK HERE

SMS/MMS CONTENT POLICIES: CLICK HERE

TCR NAVATTIC FLOW: CLICK HERE

SUPPORT ARTICLE LINK: CLICK HERE

GOOGLE DOCS REFERENCE LINK: CLICK HERE

TCR HOTLINE: 888-898-4591 (OPTION 3, OPTION 1)

GOOGLE DOCS LINK: CLICK HERE

A2P - Application to Person (i.e. RingCentral Application). Businesses sending text messages from RC App (computer or mobile app) TCR registration is required

10DLC - 10 Digit Long Code (i.e. 720-930-4559)

Appeal - Telco Operations may submit appeal to aggregator and overturn rejection, if registration wrongfully rejected

Brand - Establishes customer identity with TCR

Campaign - Use Case for texting (how does their business use texting)

Canadian Business Number - Canada Revenue Agency (CRA) assigns a 9-digit business number (BN) to identify a business, incorporated company or society (first 9 digits are required 123456789RM0001)

SS4 - Letter sent by IRS after applying for EIN. Document will include legal business name and tax ID number

Conversational - Campaign Type. Typically used for casual texting; nothing scripted or automated messages

CTA - Call to Action (Consent Language)

CTIA - Cellular Telephone Industry Association

DCA - Digital Connect Aggregator

EIN - Employer Identification Number (EIN); Government Issued ID

Indirect Lender - Company does NOT fund loan directly; they act as a facilitator which is prohibited

Low Volume - Less than 6,000 text messages per month

MMS - Multimedia Messaging Service; type of text message including media like images, videos, audio, phone contacts, and GIFs

SMS - Short Message Service; text messaging service allowing exchange of short text messages between mobile devices

Standard Volume - Greater than 6,000 text messages per month

Number Pool - Allows customer to add more than 49 numbers to a campaign; must have specific use case

PP - Privacy Policy

Pre-Vet - Internal RingCentral vetting team who reviews all campaigns prior to sending to external vetting organization

SIA - Strategic Industry Alliance (i.e., Farmers Insurance, OrangeTheoryFitness (OTF), ComForCare, Real Property Management)

TCR - The Campaign Registry

Snowshoeing - Using hundreds or thousands of numbers to mask spam and/or fraudulent activity