When to Use This
Users with the Owner user role must complete this in order to utilize Swivel texting services.
Overview
Before sending text messages in Swivel, you must register your business, messaging campaign, and Swivel SMS phone number to comply with A2P 10DLC carrier requirements.
Registration helps ensure:
Your messages are delivered reliably
Your business identify is verified
Your messaging aligns with carrier compliance standards
⚠️ Important: Campaign registration is required. Unregistered or non-compliant campaigns will be rejected and cannot send messages.
Before You Begin
Make sure you have the following information ready:
Legal business name (exact match to IRS records)
Employer Identification Number (EIN)
Business address
Company website
Privacy Policy and Terms & Conditions URLs
SMS opt-in language on the Contact Us section of your website
Sample messages for your campaign
A2P 10DLC Registration Requirements
To successfully register your campaign, you must meet the following requirements:
Business Identity
Use your legal company name exactly as registered with the IRS
Provide a valid EIN
Ensure your business name, EIN, and documentation all match
📌 Note: An exact match is required to be successfully registered. Please do not use the Legal Company Name found on the w2 or w9 forms as they may be different from what you have on the CP 575 notice.
DBA Guidance
If your business operates under a DBA
Register using the legal entity name on file with the IRS
Ensure documentation supports the relationship between the legal entity and DBA
Keep all submitted information consistent across registration materials
Website
You must provide a publicly accessible website
The website must be active and functional
The branding should match the business submitting the campaign
Privacy Policy
Your website must include a Privacy Policy that is:
Publicly accessible
Linked in your website footer
Separate from your Terms & Conditions
Your Privacy Policy must include:
How you collect and use personal data
Types of data collected (e.g., name, phone number, email)
A statement confirming SMS consent is not shared with third parties for marketing
Example:
Information We Collect
“We may collect the following types of information-Names, address, phone number, email address, and other information you provide during registration."
How We Use Your Information
“We use the collected information for the following purposes: to provide and manage our services, to send you related and requested information, to communicate with you, including responding to your questions and requests, and to send you updates, event and appointment reminders."
Terms & Conditions
Your website must include Terms & Conditions that:
Are publicly accessible
Are separate from your Privacy Policy
Include SMS program disclosures
Your Terms must include:
Message frequency disclosure
“Message & data rates may apply”
Opt-out instructions (STOP)
Help instructions (HELP)
Carrier disclaimer
Link to your Privacy Policy
Boiler Plate of the minimum requirements that must be included in your Terms & Conditions
Boiler Plate of the minimum requirements that must be included in your Terms & Conditions
{Program name}
1. {Insert program description here; this is simply a brief description of the kinds of messages users can expect to receive when they opt in.}
2. You can cancel the SMS service at any time. Just text "STOP" to the short code. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time, and we will start sending SMS messages to you again.
3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at {support email address or toll-free number}.
4. Carriers are not liable for delayed or undelivered messages
5. As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive {message frequency}. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
6. If you have any questions regarding privacy, please read our privacy policy: {include your link to your privacy policy}
SMS Opt-In Disclosure
Any form that collects phone numbers must include an SMS opt-in statement.
This applies to:
Contact forms
Signup forms
Landing pages
Pop-ups
Event registrations
Your opt-in must include:
Your business name
Purpose of messaging
Message frequency disclosure
“Message & data rates may apply”
Instructions for STOP and HELP
Links to your Privacy Policy and Terms
Example:
By submitting this form, I consent to receive SMS messages from {Business Name} including customer care, appointment reminders, and policy and account related information. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. View our Privacy Policy at {link} and Terms at {link}.
Sample Messages
When submitting your campaign, you must include sample messages that reflect how you will communicate with contacts.
Sample messages should:
Match your campaign use case
Reflect your actual messaging behavior
Include your brand identity
Include opt-out language where appropriate
Use realistic examples (including placeholders if templated)
Example:
Hi [First Name], this is [Agent Name] from Acme Financial. We’d like to schedule your annual review. Call us at 123-456-7899 or reply STOP to opt out.
Common Requirements Checklist
Before submitting, confirm:
Your legal business name matches IRS records exactly
Your EIN is valid and correctly entered
Your website is live and accessible
Your Privacy Policy and Terms are published and linked
SMS opt-in language is included on all relevant forms
Your sample messages align with your stated use case
Your campaign description accurately reflects messaging behavior
🚨 Warning! If any of the above requirements are missing, your campaign will be rejected and you will need to start the process from the beginning. This will result in delayed approval, so please ensure you review the requirements carefully.
Common Reasons for Campaign Rejection
Campaigns are often rejected due to
Mismatch between legal business name and IRS records
Missing or incomplete website
Missing Privacy Policy or Terms
Lack of SMS opt-in language on forms
Inconsistent branding between website and registration
Sample messages that do not match the declared use case
Missing opt-out or help language in messaging examples
For more detailed examples, visit our Texting Campaign Best Practices & Common Rejection Reasons
Registration Process
Swivel provides a guided registration flow to help you submit your campaign.
During the process, you will:
Enter business and contact details
Define your campaign use case
Provide sample messages
Confirm opt-in methods
Submit live, working links to your website, Terms and Conditions, Privacy Policy, and link to Opt-In message (e.g. Contact Us form)
Select your dedicated Swivel SMS phone number
Please note that SMS functionality is subject to area code availability. Some regions may have limited support due to carrier restrictions outside of our control. We appreciate your understanding.
📌 Note: Approval timelines typically take 10-15 business days, depending on carrier and vetting processes.
Once your registration is approved, your Swivel SMS number will be enabled and you can begin sending text messages in Swivel.
Disclaimer: These instructions are for informational purposes only and do not constitute legal advice. It is recommended that an attorney review them to ensure accuracy and applicability to your situation. Use at your own risk.