okay hp10 DLC what does it mean why is it important and how do you integrate it with your high level accounts sub accounts workflows with onboarding and not tear your hair out the entire time we're going to cover all of that in today's video so a2p stands for application to person and 10 DLC stands for 10 digit long code so this is compliance around businesses sending text messages with phone numbers which are 10 digigit long codes basically these are rules being enacted both by the US government and carriers such as AT&T T-Mobile Etc to reduce
the number of spam messages that are actually being sent by businesses or others increase the deliverability from businesses that are actually taking marketing through text seriously and really there's two considerations here how do I manage this for my own business to make sure that my texts are getting delivered and how do I manage this for my clients businesses so that they can Market through text effectively we're going to cover both in this video now a quick note in the past I have recommended cold texting as a strategy super illegal but in a B2B sense you
getting nailed for this and find is rare especially based on the volume that most of the people watching this video would be sending I'll talk a little bit later in this video about how you still may be able to pull off cold texting a little bit of a workaround but the majority of this video is going to be completely white hat let's just get this thing done and make sure that it's efficient every single time we onboard someone so when it comes to sending text through high level there are really four options the first one
is a low volume mixed use campaign I would say 90% of the people watching this video should go with this option secondly we have a standard campaigns which allow you to send way way more messages these are designed for massive companies the fees are also way higher so I probably wouldn't recommend signing up for it for most of you but again you can also send way more messages on the screen is the difference between low volume and standard it's worth noting that in each of these campaigns you can do a mixed use or you can
do a specific use like customer care marketing or two-factor authentication for example I would always recommend doing mixed because what's the point of having registration for only one of those things when you're probably going to be doing all of them the third option is a toll-free number these are recently requiring registration that used to not require them and the process here is just like buying a local area code phone number inside of high level except you put some kind of 800 number at the beginning like 811 833 something like that and as of recently these
are requiring registration to send any significant amount of volume so in my opinion it doesn't really make sense to sign up for these toll-free numbers local area codes are going to have better deliverability higher send volume and you still have to register them anyway so may as well just go ahead and do that and then lastly you can do a thirdparty integration so some high level users have figured out how to plug in something like click Send to their highle account to save money on SMS fees because the fees are egregious from twilio outside of
the US now from what I understand these aren't perfect Integrations and no one's really built a system that's better than the native highle lead Connector phone system so unless you're super techy and you want to figure that out I recommend you stick with lead Connector phone system all right so now with all of that out of the way let's actually go and do this live for a real client I'm going to show you how I set it up some hacks I have for making this quick and easy on you and some troubleshooting steps if things
aren't working for you so I actually have a live client we're going to go through that's a real business we're setting this up for so you know this works and what I did was just assigned to my client hey please go fill out everything inside of settings and business profile here which they have done so they've set up their business type business industry type of registration business registration number authorized representative and they've saved all of that now a quick note here something that's changed recently in this process if I click on this business type these
are the only options Cooperative Corporation LLC or sole proprietorship which used to be separate nonprofit corporation and partnership most people watching this video you and your clients are likely a limited liability company or a so prop so most of you will be selecting this this client happens to be a corporation so we'll see how it goes with that classification beautiful so now that all of that is filled out we're going to go to phone numbers and then trust Center if you don't see this trust Center thing showing up it's probably because you're not on lead
Connector phone system or this sub account isn't so go switch to that by going to the agency level phone settings perfect the next thing to do is hit start registering now now it's going to ask me if I'm registered in the US or Canada and it's going to ask this basic question about whether or not we have a tax ID this client does if you don't for some reason maybe you're working with like independent contractors that don't have this you'd hit no and then that will give you a few different steps after this but it's
not going to be too different than what we go over in this video now it's going to automatically pull everything from the business settings and put it in here now it's going to ask me do I want to do low volume standard or high volume standard for most people watching this video you're never going to need more than 6,000 segments per day and you're just going to end up paying a lot of extra fees if you select high volume standard so I wouldn't recommend doing that now you can see it's telling us to acknowledge that
a onetime fee of $21 is going to be charged and that this fee can can be charged multiple times if we fail that's something really important to pay attention to you want to get this right the first time and then this additional campaign fee of up to $12 per month will apply in accordance with TCR rules now if we actually go check the highle help dock on this you can see there's a brand registration fee which apparently is $4 one time for the sole prop and the low volume and $50 one time for the standard
brand registration fee which would be this high volume however on top of all of that it's going to be a 1654 onetime registration fee at the time of vetting now in practice I've actually seen these come out lower and of course high level is sort of contradicting itself here saying it's going to be 2095 when the numbers here are completely different anyway just know it's going to be around this much it's the cost of doing business and these are changing all the time anyways so don't stress out too much about these fees sweet I'm going
to hit continue and now it's asking me to switch my campaign use case so this is what I was talking about earlier where there's like 12 different options of what we can sign the client up for and if you're only planning on using it for one thing go ahead but my assumption is most of you are going to be using this for something like customer care and marketing so you may as well do the low volume mixed easiest to get process and the fees are less so that's great all right now for the worst part
what do we actually put in these dang boxes here well the nice thing about high LEL here is they're providing an example that we can just copy and paste into each one of them and we just replace you know the company name here I have something that I use each time I do this so I'm just going to pop it in here and it says this campaign sends appointment information confirmation reminder messages as well as promotional material for special offers to our customers once they have booked an appointment with us on our website and opted
in to receive Promotional and notific ification SMS from us something like this is all you need as far as I know you don't have to mention the company name in here it probably doesn't hurt but I'm not sure it helps either next up sample message one now let's go ahead and see what we can put on here okay boom now we have put both of our sample messages in here and I really need you to pay attention because this is super important at the bottom here you can see the message will include an embedded link
and secondly the message will include phone numbers so if you check these you need to actually put those into your sample messages also in your description if you're saying I'm doing confirmation reminder message or I'm doing marketing promotions your sample message should be an example of a confirmation and reminders text and an example of a promotion so that's exactly what I've done here the example is hi name this is Amy from blank your appointment for blank for appointment date/time these aren't real merch Fields you can just put whatever you want in there is confirmed please
give us a call at number to reschedule so I've included that phone number there and then this is super important at the bottom Dash name of the business reply stop to unsubscribe sample message too hi name this is Amy from business name we have a special for braces Invisalign going on in during January more information at here's the link to our website let me know if you'd like me to get you scheduled Dash name of the business reply stop unsubscribe now a question I got Once on This what do I do if the actual name
of the business isn't the name that they go by colloquially for example let's say the name of my business was marketing Professional Services Inc which doesn't sound very good in a text but most people just know me as Katon they talk to me as Katon what I would do here is put the actual legal name of the business here in Sample message one and Sample message 2 but in practice I don't have to put that every single time I send that out to people it's just for the purposes of getting approved all right next up
is consent and this is where things can get really tricky so hang with me because this is where most people get denied for this to get approved you need two things you need to send them a form that shows you have a consent checkbox and that form has to link to a terms of service that actually has real terms of service for this business so if your client already happens to have both of those things on their website they have a form that has a checkbox at the end that says I consent to receive messages
from this business and I agree to these terms and conditions and the terms and conditions are linked then you can skip the next 1 to two minutes of this video if your client doesn't have that setup already and you're just like I need to get this going I'm going to show you how to do a quick setup for this inside of high level just to get this person approved and then later down the line you can actually link those terms and conditions to their site and do it all properly but this has worked for me
to get approved fast which is what I'm trying to help you with in this video so the first thing you're going to do is come to this page agency s.o free-- assistant and this is powered by a company called form wise friends of mine very cool company check it out link below in the description allows you to make your own forms like this with custom prompts for your customers and B basically what this does it shortcuts you having to create the really good prompt for chat GPT and all you do is submit the name of
the business in here and it fills it in all right so I filled this out one note here is that it only lets you click one of these don't worry about it just select one it's not a big deal and I put my own email here because I didn't want them sending any emails to my clients so I'm going to hit generate a2p copy it'll gather those answers for us and as you can see it's generating everything that we need but the main one I'm interested in here is this terms of service thing so it's
given us the entire terms of service outlined here I'm going to go ahead and copy this and all I'm going to do now is go back to this sub account in another tab go to sites click new funnel and name this terms and conditions create I will add a new step and call it TNC and create from blank now you don't even need a domain connected to this I'm just going to use the main domain that I use for my software here so I'm going to go small add Row one column add element headline and
I'm going to call this business name terms and conditions SMS then underneath that I'm going to add a paragraph and I'm going to paste all of this I'll make the font a little bit and go through and format this a little bit better all right so I finished prettying up that terms and conditions here you can pause and read the entire thing if you want but basically what this has done is just covered all our bases I've formatted it correctly and the person that's checking if this campaign is compliant is going to come to this
page and make sure that we have this so now it's set up this is an example of another terms of service that that same form spit out to me so I don't know if they recently changed what was in there but I think this one looks a little bit better I'll go ahead and put the copy just in the description below this so you can check it out make sure you swap out the name for your business name but my hunch is that either of these will work they're just looking for the fact that we
actually have it in the first place all right so now that this is set up I'm going to go ahead and hit preview and I'm going to copy this URL leaving out this no track equals true and then I'm going to go back and the next thing we need to do is set up a form because people actually have to opt in via the form right so we'll go here to forms Builder go ahead and add a form and look at that it spit out a beautiful form for us right away we don't even have
to do anything so in this terms and conditions step here right now it's linked it won't show me what it's linked to but it's definitely not linked to what we want it to be linked to so I'm going to delete that and say terms and conditions and then highlight this and hit link and I'm just linking what I made in that page and as you saw there the URL didn't even have the business's URL in it it's just the preview URL including my white label software streamline.com leads SL conts consent to receive messages what I'm
going to say here is end users opt in by visiting then I'm going to link this form and filling in their details users check a box that shows their consent to receive SMS messages that is it now again that won't work unless you've actually linked to the terms and conditions let's go ahead and check one more time here beautiful it looks like I missed that s so I'll go ahead and fix that before I hit submit but other than that we're looking good now lastly this opt-in message let's go ahead and update that this is
what mine said you have successfully opted in to receive notification and promotional SMS from name of the business please reply stop if you need to opt out in the future these are the opt-in keywords nice and easy and now we're ready to submit so I will hit submit and now Moment of Truth our brand is in progress and the campaign will start after the brand gets approved in my experience this is taking like 24 to 48 hours and I will show you now how it went all righty so I know we're all exhausted from that
whole process but let's just talk about a few troubleshooting steps of something isn't working for you number one maybe you're in a certain industry like mortgage lending for example where I saw somebody Post in the Facebook group I can't get any of my mortgage lenders approved what's going wrong and apparently you need to add something at the very bottom of their landing page where the form is that says the name of the person is a licensed mortgage broker for company name who knew but maybe there's something similar for your industry ask around search in the
Facebook group use the search function there it's super helpful I use it almost every single day next up is for ongoing compliance if you followed everything I showed you to the te in this video then I don't see any other reason why you should be getting disapproved however if you do the next step besides posting or asking the Facebook group would be to go to speak with. usate she's the resident atp10 DLC Guru at high level and she can help you out link below in the description now bear with me because this is actually going
to be helpful what I'm about to share ongoing compliance how do you actually make sure that you stay compliant and is it important to stay compliant after you get approved well from what I can tell they aren't really cracking down on anything once you get the approval if you don't add reply stop to out at the end of every single message you don't add sender information at the end of every single message are you going to go to jail probably not is there technically a risk there probably but like this story you see on the
screen sometimes it's just better to ask for forgiveness than permission and it's important to know that technically you don't need to add reply sto op out after every single message it's just after the first message so what I like to do is go into business settings here again and remove this make SMS compliant by adding an opt out message because this is going to send after every single message you send and check all of these click disable opt out confirm and instead just add that language after the first text that you send inside of a
workflow now important to note here if you are sending this I like to remove the word stop and instead create a custom workflow that responds to this word instead reply out to unsubscribe and the reason for that is that out isn't going to trigger twilio and therefore damage that number stop will so every time someone replies stop you're getting this ding against your number and they're getting unsubscribed however if you just switch to reply out to unsubscribe you can automatically turn on D for SMS without actually getting your phone number dinged with twio like we
saw in that example earlier now none of this is legal advice whatsoever just stuff that I like to do because I'm okay with being a little bit gyab but if you want to be 100% on the up and up definitely do stop just know that a lot of people resp stop after the very first message and that just renders this whole process moot in my opinion because you can't even text the people that opted in and said I want you to text me like I I really don't understand it now lastly cold SMS yes it's
illegal yes you probably shouldn't do it but if you wanted do it it's kind of Juicy check out this company called unistack doio they specialize in cold texting they've been doing it for a really long time and they will do this whole a2p 10 DLC process for you if you want to use cold texting for outreach you're taking your life into your own hands there but you know good luck to you if you want to do it now before we close out if you want to learn more about the fees associated with this definitely check
out this video about high levels hidden fees thanks for tuning in and we'll see you in the next one