Overview
Before your team begins communicating with clients through Swivel, you'll need to complete two one-time setup tasks:
Verify your email domain by adding CNAME records.
Register your business for SMS through The Campaign Registry (TCR).
These steps improve email deliverability, increase text message reliability, and help ensure your communications are trusted by email providers and mobile carriers.
📌 Note: Your team can continue using Swivel while these tasks are being completed. However, some email and SMS features may not be available until setup is complete.
Today's Goal
By the end of this article, you will be able to:
Verify your organization's email domain.
Submit your TCR registration.
Understand what to expect during the approval process.
Confirm your organization is ready to send email and text messages from Swivel.
Step 1: Verify Your Email Domain (CNAME)
Why This Matters
Verifying your domain tells email providers that Swivel is authorized to send email on your organization's behalf.
This helps:
Improve email deliverability.
Reduce the likelihood of messages being marked as spam.
Protect your organization's email reputation.
Allow users to send branded emails from Swivel with confidence.
What to Do
Follow the instructions below to create your CNAME records in Swivel and work with your IT administrator or domain provider to:
Add the required CNAME records to your domain.
Allow time for the DNS changes to propagate.
Verify the records in Swivel.
🔍 Tip: DNS updates aren't immediate. Depending on your domain provider, verification may take several hours before the records are detected.
Additional Resources
Step 2: Register Your Business for SMS (TCR)
Why This Matters
Mobile carriers require businesses to register before sending application-to-person (A2P) text messages.
What to Do
Complete your TCR registration by providing:
Business information
Website
Privacy Policy
Terms & Conditions
SMS opt-in process
Sample text messages
Campaign details
Once submitted, your registration will be reviewed before SMS messaging is enabled.
📌 Note: Approval times vary. If additional information is required, you'll receive guidance on what needs to be updated before resubmitting.
Additional Resources
Submit Your TCR Registration
TCR Best Practices
Common TCR Rejection Reasons
SMS Compliance Requirements
Step 3: Monitor Your Setup Status
Why This Matters
Email verification and TCR approval are separate processes.
Monitoring both ensures your organization is ready before users begin relying on email and SMS communication.
What to Review
Confirm:
✅ Your email domain has been verified.
✅ Your TCR registration has been approved.
✅ Any requested corrections have been completed.
✅ Email and SMS features are available within Swivel.
If either process requires additional action, complete the requested updates before relying on those communication channels.
Best Practices
Complete CNAME verification as early as possible.
Submit your TCR registration early, as approval can take time.
Work with your IT administrator for the DNS updates are required.
Review TCR feedback carefully before resubmitting a rejected registration.
Wait until setup is complete before relying on email or SMS for client communications.
Frequently Asked Questions
Can we use Swivel before CNAME verification is complete?
Yes. Your team can continue using Swivel while your email domain is being verified. However, email deliverability may be affected until verification is complete.
Can we use Swivel before TCR is approved?
Yes. Your team can continue onboarding and using other areas of Swivel while your TCR registration is under review.
How long does TCR approval take?
Approval times vary depending on the review process and whether additional information is required. If your registration is rejected, update the requested information and resubmit.
Why was my TCR registration rejected?
Most rejections occur because required information is missing or doesn't clearly explain your SMS program.
Review the rejection reason carefully, make the requested updates, and submit the registration again.
\Who should complete these setup tasks?
These tasks are typically completed by a Swivel administrator with assistance from the person who manages your organization's website or DNS records.
Next Step
Great work! Your organization's communication tools are configured or in progress.
Once your email domain is verified and your TCR registration has been approved, your users are ready to begin communicating with clients through Swivel.