Simple A2P 10DLC Mandatory Agentgogo CRM Phone Number Registration

Mandatory Agentgogo CRM Phone Number Registration
****This must be completed ASAP****

This registration process known as the 10DLC phone number registration is to mee the new TCR/TCPA regulations that went into effect mid-2023.

Without completing this form, we can not register your phone number for you and you will not be able to use the text functionality.

Please note that this is controlled by a 3rd party organization/government and we have no control over the process, the polices, nor how long it takes to be approved.

On average it takes about 2 weeks for approval, however that can vary.

It is best to register with an EIN number rather than a sole propreitor, but either option will work with a caveat!

Those who register as a sole propreitor will NOT be able to use more than phone number, nor have subusers (extra CRM seats), nor have the ability to round robin leads in the CRM. It also generally takes longer to get approved this way.

Those who register under an EIN will be able to take advantage of multiple phone numbers, multiple users/seats, round robin lead distribution and the process is usually faster.

When registering with a business name & EIN number note these 3 things:
- The business entity you register with does NOT have to have anything to do with loans, mortgage, real estate or the like.
- The information you submit MUST MATCH the document the IRS/government issued you in precise detail including address, precise name, etc.
- You must register with a professional email address, not a free account like gmail, hotmail, etc.
When registering as a sole propreitor note the email address format you must use:
- You must use a gmail or microsoft based email (like @hotmail.com, @outlook.com or @live.com)
- Your registeration will not be accepted with ANY other email domains whatsoever, which includes business email domains and @yahoo.com, @aol.com, etc.)
- This information is not shared publicly. These are just the registration rules set by the TCR organization.
User's Name*

First NameLast Name
User's Best Email To Use For Communications*
This is the best email for us to reach you at if needed. This is not related to your registration
User's Best Phone Number To Use For Communications With US*
Please enter a valid phone number where we can reach you at if needed.
User's REAL Carrier-Based Cell Phone Number Where You Can Receive A Text Confirmation*
This must be a REAL carrier (like Verizon, T-Mobile, etc.) provided cell number that can receive texts. This can NOT be a VOIP line, google phone number, or any other non-carrier based phone number.
Client is what?*

The primary (or parent) CRM account holderA sub-user (non-parent) account
Who are you registering on behalf of?*

MyselfAnother sub-user or parent account that isn't me
You are about to select to register as a business with an EIN number or a Sole Proprietor without one.

You should only register using an EIN number (i.e. Tax ID) if...
- You are the actual owner of the company
- You have an email address that is not a public or free address (like gmail, yahoo, hotmail, etc.), but instead has the same domain as your website.
- Your website must be active and your email address must have the same domain (example: your website is www.mycompany.com and your email is dave@mycompany.com)
- Your website has the TCR/TCPA opt-in compliance information on it. (You will need to provide the precise URL where that is and a screenshot of that).
ALTERNATIVELY FOR DOVETAIL MKTG CLIENT'S USING OUR MARKETING SERVICES:

If you have engaged our company for your lead generation / marketing services, you do NOT have to have a website with the TCR/TCPA compliance information as noted above. We will provide this for you via the websites used for your marketing.

If you don't have these things, chose to register as a Sole Propreitor.
How are you choosing to Register?

As a business with an EINAs a sole proprietor

BEGIN THE EIN REGISTRATION METHOD HERE:
The information below needs to precisely match your EIN registeration paperwork issued to you by the government word for word, letter for letter.

This information is reviewed for accuracy and your registeration will be denied if it doesn't match. Do not guess at this.
Legal Business Name*
Enter the exact legal business name, as registered with the EIN. E.g. Twilio Inc. rather than Twilio
Business Street Address*
Suite or Office Number (put NA if none)*
City*
State*
Zip code*
Business Entity Type*
For the BUSINESS INDUSTRY question below be sure to choose REAL ESTATE even if you're doing loans/mortgages.

If you are using the CRM for something other than real estateor mortgage, make the best selection you can.
Business Industry (EIN options)*
US Employer Identification Number (US EIN) Section

EIN is required for customers with a US presence

Your 9-digit US EIN is also referred to as your Tax ID.
International customers and customers who do not have a US EIN may skip this step.

To get the highest possible messaging limits, create your Customer Profile with the details that match those in your US EIN listing, If there are any differences - for example, in the business name or address - your messaging limits will be lower. Your can find your US EIN on your W2 or W9. Search for your US EIN
Business Registration Number (EIN#)*
Enter the EIN / TAX ID as it appears in the EIN listing
Identifier Type*
'USA: Employer Identification Number = EIN'
Website url*
Customer profile business information (it's best to select business)*
Please select business from above
Are you either a new client of Dovetail MKTG or an active one participating in our lead generation marketing services?*

YesNo
What is the PRECISE website URL where a reviewer can go to see the webform of the screenshot you shared above?*
Upload a screenshot of your website opt-in form insuring there is visibility to all the opt-in and opt-out language on that form.*

Cancelof
We recommend you leave the text in the fields below as-is so we can complete the registration for you.

This is all about the messaging types you'll be sending/using.

You can modify them, but it's best to avoid trigger terms the carriers do not like such as mortgage, loan, financing and similar. Inputting these often result in rejections.
Campaign use case description (EIN) (Min letter count: 40, Max letter count: 4096)*
The campaign is used to communicate with clients or consumers who have expressed interest in a real estate project, buying or home or other property and are seeking guidance, information or assistance.
Describe what you will be using this campaign use case for.
Available A2P Campaign use cases*
It is best to leave this at the default of Low Volume Mixed. If you've chosen the option to send OVER 6000 texts per day, chose Mixed as the next best option. Only choose a different option if you're certain it makes sense.
Authorized Representative 1

This should be someone who can be contacted about this customer profile. They’ll only be contacted if there are urgent issues.

Make sure email address domains match the website domain you provided earlier.

Example: mywebsite.com was the URL, so dave@mysebsiteurl.com is the email addres
Which representative is this?*
This field is a fixed answer
First Name*
Last Name *
Job Position*
Business Title*
Input the official title you have here
Email*
example@example.com
Phone Number*
This needs to be a real phone number you already own NOT related to the CRM's phone number you may have already selected.
Do you want to add another authorized representative ? (Optional)*

YesNo

[EIN Reg Cont'd] Authorized Representative 2

This should be someone who can be contacted about this customer profile. They’ll only be contacted if there are urgent issues.

Make sure email address domains match the website domain you provided earlier.

Example: mywebsite.com was the URL, so dave@mysebsiteurl.com is the email addres
Which representative is this?*
This field is a fixed answer
First Name*
Last Name *
Job Position*
Business Title*
Input the official title you have here
Email*
example@example.com
Phone Number*
This needs to be a real phone number you already own NOT related to the CRM's phone number you may have already selected.

BEGIN THE SOLE PROPIETOR (No EIN) REGISTRATION METHOD HERE:
Register Sole Proprietorship Campaign Use Case

You will be submitting this information to carriers so they understand what type of messages you’ll be sending. Declaring your exact campaign use case rather than using a mixed campaign use case will generally result in higher limits from AT&T because you're being more specific about what messages you are sending.
Name*

First NameLast Name
The address below should be a real personal address. A PO Box is ok if that's all you have. This should NOT be a work or office address.
Verified Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Here are important rules about selecting the email to use below.
- The registration email address has nothing to do with the email you used with the CRM to sign up for and/or send emails from meaning it can be a different email address and quite possibly should be.
- Only use an email address you fully own & control not something your company controls that you don't and you could loose access to.
- ****You MUST best to use either a GMAIL.COM email address or a MICROSOFT-OWNED email address like OUTLOOK.COM or HOTMAIL.COM -- All other free email addresses will be rejected.
  - If you don't have an email like this currently, please just create one before completing this form.
Verified Email*
See best options instructions above
The verified number below MUST be a REAL cell phone number like one you have from T-mobile, Verizon or similar service & must be able to receive texts you can reply to

This cannot be a voip line, an office line or any other virtual phone number.

You will receive a text from the OTP number and MUST reply within 24 hours of receiving it to verify your registeration. The text will look like this:
Verified Number (A real cell phone number) *
*** This cannot be a number which you've acquired from a CPaaS provider such as Twilio, Dialpad, Ring Central, Google phones, etc. This must be from a carrier-based cell phone provider.
We recommend you leave the text in the fields below as-is so we can complete the registration for you.

You can modify them, but it's best to avoid trigger terms the carriers do not like such as mortgage, loan, financing and similar. Inputting these often result in rejections.
The BRAND NAME field should be your real legal first and last or first, middle and last name.

This should NOT be a nickname, shortened name or any type of company name.
Brand Name Field *
The BRAND NAME field should be your real legal first and last or first, middle and last name. This should NOT be a nickname, shortened name or any type of company name.

!!!ATTENTION!!!

If you've chosen to register by Sole Propreitor method...

You will be charged $4 and processing fees (just a few extra cents) by Twilio via the CRM billing system.

If you've chosen to register by the EIN number method

You will be charged $15 and processing fees (just a few extra cents) by Twilio via the CRM billing system.

You can update your registration anytime to change the virtual number or register for use with multiple numbers. Additional charges may be incurred by Twilio which are passed on to you via the billing system within the CRM.
Should be Empty:

Mandatory Agentgogo CRM Phone Number Registration

Register Sole Proprietorship Campaign Use Case