All items must be compliant in order to enable texting in ClientTether.

Registration:

• US Customers: Information on the telephony tab (business name, address, etc.) must exactly match the name associated with the EIN – not the DBA. If it does not match, Twilio may require the company’s CP 575 EIN and/or form 147c Confirmation Letter from the IRS in order to complete registration.
• Canadian customers’ information must exactly match the information associated with their tax identification number.
• All customers should make sure the information submitted on the telephony tab matches exactly. We recommend getting your sales representative or Client Success Partner to double check in order to avoid unnecessary delays and charges.

Website Requirements:

• Every form on your website must have a notice to customers that they are opting in to receive automated texts, as well as information on how they can opt out. Here is an example:
  
• Privacy Policy:
  • A compliant Privacy Policy must state that no mobile information will be shared with third parties/affiliates for marketing/promotional purposes. 
  • It must also give information on how to opt out of text messaging.
    
• Please check https://support.clienttether.com/wp-content/uploads/2024/09/SMS-Registration-Compliance.pdf

Twilio Approval: 

• Twilio is our contracted vendor for telephony. They provide the numbers and approval has strict requirements according to laws governing texting. Here is a link to the requirements: https://help.twilio.com/articles/11847054539547-A2P-10DLC-Campaign-Approval-Requirements