Advanced & Compliance

Advanced and compliance settings cover the regulatory and account-hygiene steps that keep your messaging deliverable and your account in good standing. The most important of these is registering to send SMS in the US. This page explains what to complete and why — it’s practical guidance, not legal advice.

Why A2P 10DLC registration matters

In the United States, carriers require businesses to register before sending application-to-person (A2P) text messages over standard 10-digit local numbers — a framework called 10DLC. Registration tells the carriers who you are and what kind of messages you send.

Without it, your texts are heavily filtered, throttled, or blocked outright. You may see messages marked as sent that never actually reach the recipient. Registration is what earns reliable delivery and higher throughput.

Caution

Complete A2P 10DLC registration before you launch any SMS campaigns. Sending unregistered traffic can get your numbers filtered or blocked, and cleaning that up afterward is far harder than registering up front.

Brand and campaign registration

A2P registration has two parts:

1. Brand registration. You submit your business details — legal name, address, tax/EIN, website, and contact information — so the carriers can verify your organization.
2. Campaign registration. You describe how you’ll use SMS (for example, customer care, appointment reminders, or marketing) and provide sample messages and your opt-in process.

Accuracy matters. The business details you register should match your real, public-facing business information, including the address in your Business Profile. Mismatched or vague submissions are a common cause of rejection and delay.

1. Open Settings → Phone Numbers / Trust Center (or the compliance/registration area).
2. Complete brand registration with your verified business details.
3. Submit at least one campaign describing your messaging use case with sample messages.
4. Wait for approval, then assign your registered numbers to the approved campaign.

Note

Approval can take anywhere from a few days to a couple of weeks depending on the carriers. Start the process early in your onboarding so it’s done before you need to send.

Opt-in and consent

Reliable, compliant messaging depends on real consent. Make sure you’re collecting and recording permission to text your contacts — for example, through a checkbox on your forms with clear language about what they’re opting into. Honor opt-out requests (STOP) automatically and promptly. Clean consent practices protect both your deliverability and your reputation.

Data, privacy, and retention options

The advanced area may also include account-hygiene and privacy controls, such as data retention preferences and other privacy-related toggles. Review these against how your business is expected to handle customer data, and set them deliberately rather than leaving them at defaults you haven’t examined.

Other advanced toggles

Advanced settings can include various account-level switches that change platform behavior. Treat them with care: read what each one does before enabling it, change one at a time, and confirm the effect before moving on. These settings often have account-wide impact.

A pre-launch checklist

Before sending your first SMS campaign, confirm:

• Brand registration is submitted and approved.
• At least one campaign is approved and your numbers are assigned to it.
• Your forms collect clear SMS consent and opt-outs are honored.
• Your Business Profile details match what you registered.

Tip

Keep a simple record of your registration status and dates somewhere your team can see it. When a delivery question comes up later, knowing exactly what’s registered saves hours of guesswork.

This is general operational guidance. For questions about your specific legal obligations, consult a qualified professional.