How to Register a Twilio Brand & Campaign in Order to Send Text Messages through Evergreen.

This article will outline how to register a brand and campaign under your nonprofit's Twilio account in order to send text messages through Evergreen.

In this article:

Background

Overview of the A2P 10DLC Registration Process

Create a Business Profile

Register your A2P Brand

Register your Campaign Use Case(s)

Background

Beginning in January 2023, Twilio released a new system to facilitate text messaging between organizations and people using 10-digit long-code phone numbers in the United States. The new system, called Application-to-Person 10-digit long code (A2P 10DLC), builds trust in the U.S. messaging ecosystem by providing transparency into sender identity and messaging use case and ensuring that recipients have consented to receive messages for that use case.

All businesses and organizations using 10-digit long code phone numbers in the U.S. must register for A2P 10DLC. 

This article outlines how to register a brand and campaign under your organization’s Twilio account.

Do I need to register?

Humanitru users who want to send text-based announcements either from Evergreen or their Alpine database must register their organization's Twilio account.

Before you register your brand and campaign, make sure that you have a Twilio account. Click on the following Twilio Link to be directed to their website to sign up. 

Do I still need to register if I already have a Twilio subscription? 

All Humanitru users who send text messages either from Evergreen or their Alpine database must register their brand & campaign, and have it be approved. Having an existing Twilio subscription is not the same as having a verified brand and campaign. 

How much does registration cost?

For a full list of pricing, please refer to the official pricing guide from Twilio. Below are the approximate costs for A2P 10DLC registration.

 

Brand Registration Fee

• • US A2P Low Volume Standard Brand registration fee: $4 one-time registration fee at the time of approval (no Secondary Vetting for A2P 10DLC).

OR

• • US A2P Standard Brand registration fee: $44 one-time registration fee at the time of approval (includes Secondary Vetting for A2P 10DLC).

US A2P Campaign Use Case Registration Fees 

• • $15 one-time registration fee at the time of vetting.
  • US A2P Reoccurring Monthly Campaign registration fees: $3/month for Charity/501(c)(3) Nonprofit.
    
    

Cost of Phone Number

• • ~$1.15/month per number

 

Definitions

A2P - Application-to-Person messaging (A2P) is any kind of message traffic in which a person is receiving messages from an application rather than another individual, and which is not expected to receive a reply. A2P message includes, but is not limited to, marketing communications, appointment reminders, chatbots, notifications, one-time passwords (OTPs), or PIN codes.

10DLC - 10DLC stands for 10 Digit Long Code. A 10DLC phone number contains 10 digits and is also called a local phone number. When you are buying a US phone number from Twilio, 10DLC numbers have "Local" as their Type.

Brands - As part of A2P 10DLC registration, you will need to create a Brand. The purpose of creating a Brand is to provide information about who is sending messages so that carriers know you are a legitimate sender. Your A2P 10DLC brand registration tells carriers who you are, and what specific entity type of which your organization is incorporated.

Campaigns - As part of A2P 10DLC registration, you will need to create a Campaign. The purpose of creating a Campaign is to provide information about how end-users can opt-in, opt-out, and receive help. It also involves providing a description of the purpose of your messages.

 

Before you start

Before you begin the registration process for A2P 10DLC, make sure you have the following information readily available.

 

Nonprofit Information

• Nonprofit Name
• Physical Address (Street, City, State/Province/Region, Postal Code, Country)
• Nonprofit Identity (Direct Customer)
• Nonprofit Type (Non-Profit)
• Tax ID or Business Registration Number and Type (EIN for US-based companies, other Business License or Tax ID number for non-US companies)
• Industry
• Website
• Regions of Operations

 

Point(s) of Contact

• Name
• Email
• Nonprofit Title
• Phone Number
• Job Position

Providing a second authorized representative is optional.

 

 

Overview of the A2P 10DLC Registration Process

Direct Brand registration for Twilio customers is managed directly through the Twilio Console. Twilio facilitates your A2P 10DLC registration with all of our carrier partners at no additional cost to you. 

There are three main steps for any Twilio customer to fully register for A2P 10DLC:

1. Create a Business Profile: Create an identity for your organization with Twilio which is used to unlock A2P 10DLC as well as other Twilio communication services.
2. Register your A2P Brand: Create an identity with the carrier ecosystem to enable you to send messages on A2P routes.
3. Register your Campaign Use Case(s): Share with carriers what kinds of messages your organization will be sending to determine final throughput and pricing.
   
   

 

1. Create a Business Profile

 

The first step is to log in and create a Business Profile in the Twilio Trust Hub. This step validates your nonprofit's identity. You will only need to do this step once. 

To create a Business Profile, follow these steps.

1. Log in to your Twilio account.
   
   
   
   
2. Click Account in the top right-hand corner of the screen.
   
   
   
   
3. Under Trust Hub click Overview.
   
   
   
   
4. From the Trust Hub screen, click Go to A2P Messaging (SMS).
   
   
   
   
5. Under Messaging on the left-hand navigation bar, click the dropdown for Regulatory Compliance.
   
   
6. Click Onboarding.
   
   
   
   
7. Clicking the Onboarding button will take you to the US A2P 10DLC Registration page. Click the Create Customer Profile dropdown to begin filling in your Profile Needs.
   
   
   
   The following information is required to complete your Business Profile:
   
   

   Required Field	What Information to Provide
   Business Details	The legal name of your nonprofit
   Business Address	Your nonprofit’s address and other metadata
   Business Information	Your nonprofit’s identity within the ecosystem Business Type: Non-profit corporation Business ID: Direct Customer Business Industry: Not for profit Website URL Business Region (Regions of Operation)
   Authorized Representatives	Information about Authorized Representative(s) associated with your Business Profile.
   Notification Settings	An email address for notifications about the status of your Business Profile.

    

8. Review your Business Profile information under Review and Submit before submitting.

 

 

2. Register your A2P Brand 

The next step is to register your A2P brand with carriers. Your A2P brand registration tells carriers who you are, and what specific entity type of which your organization is incorporated.

When registering your brand with the Non-Profit company type, a third party, The Campaign Registry (TCR), will automatically perform vetting to confirm the specific non-profit tax status of your organization: for example, 501(c)(3), 501(c)(4). The specific 501c status will have an impact on which campaign use cases your non-profit will qualify for.

To complete brand registration, follow these steps.

1. From Twilio’s Trust Hub, click the Go to A2P Messaging button.
   
   
2. Click Onboarding on the navigation sidebar on the left side of the page.
3. Click on the Register Brand dropdown.
4. Fill in your brand information in the Submit Brand section.
   
   
5. Check the box next to "I agree to a one-time $4 A2P brand registration fee”.
6. Click Confirm registration.

 

Once you confirm your brand registration, Twilio will submit your application for approval. 

Viewing your A2P 10DLC registration status

You can view the verification status of your brand registration as a non-profit organization directly from the Twilio Console. If your registration was successfully verified, you can access the Special Use Cases available to your organization.

If your registration is not successfully verified, you will see instructions in the Twilio Console to submit more information and supporting documentation. The instructions will be dynamic based on the feedback received from TCR.

 

 

3. Register your Campaign Use Case(s)

The final step of A2P 10DLC onboarding is registering your organization’s campaign use case. Use case registration indicates the types of messages you will send to your supporters.

 

To register a campaign use case, follow these steps.

1. From Twilio’s Trust Hub, click the Go to A2P Messaging button.
   
   
2. Click Onboarding on the navigation sidebar on the left side of the page.
3. Click on the Campaign Registration dropdown.
   
   
   
   
4. Fill in your A2P campaign details with the following information:

• • The A2P campaign use case (see a list of use cases here)
  • Messaging Service: For most Humanitru users who are going through the Twilio registration process for the first time, you will select "Create new Messaging Service"
  • Campaign Description: This campaign will either be for sending Evergreen announcements or for sending auction messages
  • Two sample messages for the campaign use case
  • Message contents (optional)
  • User consent to receive messages
  • Opt-in Keywords (optional)
  • Opt-in Message (optional)

Connect your campaign to a Messaging Service

You will need to attach your campaign to a Messaging Service. You can either choose to link your campaign to an Existing Messaging Service or Create a new Messaging Service. 

For most Humanitru users who are registering their Twilio account for the first time, you will select Create new Messaging Service. Twilio will create a new Messaging Service for you automatically. The name of the new Messaging Service will be the name of the A2P Campaign Use Case that you selected earlier.

If you are linking your campaign to an existing Messaging Service, click Existing Messaging Service. 

Add additional numbers to your Messaging Service

After you have registered your campaign, you will be taken to the Register Phone Numbers section. This is where you will tie a Twilio phone number to your Messaging Service. You will see a list of available phone numbers in your account that you can register.

If there are no numbers associated with your Messaging Service, you will need to purchase a Twilio phone number and then refresh the list.

Once you've selected the phone number(s) to attach and agree to Twilio's Messaging Policy, click Add Phone Numbers to the Messaging Service.

 

Finalize your campaign registration

Click Continue when you have finished adding Senders to this service and are ready to finalize the campaign registration.

When your campaign use case registration is approved, you will see an on-screen message indicating that your registration flow is complete. At this point, you can register a second campaign use case and view all of your registered US A2P brands.

4. Notify your Customer Success Manager

Congratulations! You have successfully registered for US A2P Messaging capabilities by:

1. Creating a Business Profile
2. Submitting a US A2P brand
3. Registering your Evergreen campaign use case associated with a Twilio Messaging Service

The last step is to share your Twilio phone information with your Customer Success Manager. This includes the Account SID and Auth Token associated with the Twilio phone number(s) you will be using for your Evergreen events.

Once shared, your Customer Success Manager will plug in your Twilio credentials when setting up your Evergreen page. This means that all event messaging will be routed through your organization's Twilio phone numbers. 

Your Account SID and Auth Token can be found in your Twilio Console under the Account Info section.