To use the SMS texting feature on your Canopy Connect dashboard, your account must be registered with The Campaign Registry (TCR) for A2P (Application to Person) 10DLC (10 digit long code) messaging through Twilio. This registration is required by phone carriers to ensure your text messages are not blocked or filtered as spam.
Before you begin:
Only Admins can complete the registration process. If you don't see the registration form, contact your account admin.
Registration is required to use SMS texting. Without it, SMS will not be available on your dashboard.
You can still email links and use the dashboard normally if you choose not to register.
Upon approval, you'll be assigned a toll-free number automatically. This number cannot be changed and will appear as the sender when prospects receive your link via SMS.
Where to register
You can access the registration forms on the Messaging page. To get there, click here.
Navigate to the Messaging page.
Click the Register for Text Messaging button in the top right corner.
Read the message on the Text Messaging Registration page.
Click Begin Registration to open the registration form.
Note: Once your registration is approved, this button will change to Send Text.
How to fill out the registration form
The form has three sections: Business and Contact Information, Business Address, and Messaging Use Case. We recommend gathering all required information before starting to ensure a smooth submission.
Section 1: Business and Contact Information
This section collects your business's legal name and contact details. Some fields may be prefilled.
Note: The Legal Entity name should match the name listed on your website.
Required fields:
Legal Entity Name — The end business the customer is engaging with (e.g., "John's Coffee Shop"). This should be the business that will be sending the SMS messages.
DBA (optional) — Doing Business As name, if different from the legal entity name. This should be the agency name listed on your website.
Website URL — A functional website for the business. This will be checked during the registration process and must bear a relationship to the business name.
First Name — First name of the business's authorized representative (or the Sole Proprietor's first name, if applicable).
Last Name — Last name of the business's authorized representative (or the Sole Proprietor's last name, if applicable).
Email Address — Email of the business's authorized representative.
Phone Number — Phone number of the business's authorized representative.
Business Type — Select the type of business: Private (for-profit), Public (for-profit), Non-Profit, Sole Proprietor, or Government.
Country — Prefilled to the United States.
Registration Type — The type of registration number for your business: EIN, BRN, or Other.
Registration Number — Your business registration or identification number.
Section 2: Business Address
This section collects the physical address registered to your business.
Required fields:
Street Address — The street number and name of the business's physical location.
Street Address Secondary (optional) — Additional address info such as a suite number.
City — The city of the business address.
State — The two-letter state abbreviation.
ZIP Code — The ZIP code of the business address.
Section 3: Messaging Use Case
This section collects the details of why you'll be texting customers and the message content you'll be sending. Some fields may be prefilled.
Required fields:
Estimated Monthly Messaging Volume: Choose the closest value to your estimated monthly volume. If you expect it to increase, use the value you expect in 6 months.
Text Messaging Opt-in Type: Opt-in refers to getting end-user permission to send them text messages. Under TCPA law, businesses must have "express written consent" before texting. Whatever method you choose, you must provide documentation of it in the Opt-in Policy Image URLs field.
The available opt-in types are:
VERBAL: Provide a sample script of how you present the text link to prospects. Include both an opt-in and an opt-out section showing that texting is not required for your services.
Opt-in example:
Agent: "I'd love to get a quote started for you! I have a great tool that gathers all of your insurance information with just a few clicks. I can send you a text to that link. You can text STOP to opt out at any time and standard messaging rates apply. Are you interested?"
Customer: "Yes"
Agent: "Great! What is the number you'd like to receive the text on?"
Customer: "Yes, you can text me at [cell phone number]."
Agent: "We will send you a text message to gather that insurance information shortly."
Opt-out example:
Agent: "I'd love to get a quote started for you! I have a great tool that gathers all of your insurance information with just a few clicks. I can send you a text to that link. You can text STOP to opt out at any time and standard messaging rates apply. Are you interested?"
Customer: "No, I don't want a text"
Agent: "No problem, I completely understand. Let's start the process now without using the link."
Note: You must provide the sample verbal consent script in the Opt-in Policy Image URLs field. We suggest a Google document accessible to anyone with the link. You must also include your logo at the bottom of the document to meet individual branding requirements.
WEB FORM: An embedded form on the business's website that prompts end-users to enter their phone number and opt into the texting campaign. You can build one using a site like Google Forms. Be sure to add an optional checkbox for users to explicitly opt into SMS messaging — users must be able to submit the form without opting in.
Note: You must provide the link to the form in the Opt-in Policy Image URLs field.
PAPER FORM: A physical form completed in-store that collects the customer's phone number and consent to subscribe.
Note: You must provide the form (can be a scanned copy) in the Opt-in Policy Image URLs field.
VIA TEXT: A keyword campaign where customers text a keyword to opt in. You can create a keyword campaign using a site like Textedly.
Note: You must provide the keyword campaign info in the Opt-in Policy Image URLs field.
MOBILE QR CODE: A QR code that links to an online form or messaging app template for opting in. You can generate a QR code using a site like QR Code Generator.
Note: You must provide the QR code in the Opt-in Policy Image URLs field.
Proof of Message Opt-In URLs: You must provide one or more publicly accessible URLs containing a screenshot or capture of your opt-in process. Enter one URL per line. URLs must start with https:// and be accessible to anyone with the link.
Important: Twilio follows strict protocols on this requirement. If you do not provide this information in the correct format, your registration will be rejected. The more detailed your opt-in documentation, the better.
Examples of valid Opt-in Policy Image URLs by opt-in type:
VERBAL: A document containing the sample verbal consent script. Example: https://docs.google.com/document/d/1gJ4CqSkegj9MAZ6EtQ-KzCP-U7-maJ89hhCOSqD-VzM/edit?usp=sharing
WEB FORM: A direct link to the opt-in page or a screenshot of it. Note: an email opt-in is not acceptable for SMS. Example: https://docs.google.com/forms/d/e/1FAIpQLSdWizwjvowMj6x2UMe3doThAssUJQOV9o069glG_6Sb9mt7HQ/viewform?usp=dialog
PAPER FORM: The form as a scanned copy (e.g., saved to Google Photos or Google Docs). Example: https://docs.google.com/document/d/1Op6bXXKm7zbktX0Qw4FikDua0gbH7Qb0lhQZBLTGqyo/edit?usp=sharing
VIA TEXT: A document describing the keyword campaign: what the keyword is, and where the consumer finds it. You can create a keyword campaign using a site like Textedly. Screenshots, pictures, and URLs are best.
MOBILE QR CODE: A document with the QR code (can be a scanned copy). Example: https://photos.app.goo.gl/JGxh2YSgcgXBBDvd8
Messaging Use Case Category: In most cases, the appropriate use case is Customer Care, and this field will be prefilled. Select the correct use case carefully — choosing another category could result in rejection due to stricter requirements.
Messaging Use Case Description: This field will be prefilled for you.
Message Content: An example of the actual text message you'll send to customers. This may be prefilled with an existing Canopy Connect SMS template.
Additional Information (optional): Any additional details that may help with verification, such as privacy policies, acceptable use policies, or additional onboarding controls. Example: https://www.usecanopy.com/privacy
Submitting the form
Once you complete and submit the form, you'll see a confirmation message on the dashboard.
All Admins on your team will also receive a confirmation email.
After submission
How long does approval take?
Registration review typically takes 3–5 business days. This process cannot be expedited.
How will I know my registration is approved?
All Admins on your team will receive an email confirming approval. You'll also see that SMS texting is now available on your dashboard.
What if my registration is rejected?
All Admins will receive an email notifying you of the rejection, along with the reason(s) provided by Twilio.
These reasons are also viewable on the registration page in the dashboard.
To resubmit, click Begin Registration and update your information based on the rejection reasons. If you receive an error while trying to edit your registration, contact support for assistance.
Note: Resubmission review is typically faster than the initial review, as long as you resubmit within 7 days of the rejection.
Common rejection reasons and how to fix them
Opt-in cannot be a requirement for service
Users must be able to go through your process without opting into SMS messaging.
How to fix:
Web form: Add an optional checkbox for SMS opt-in. Users should be able to submit the form without checking it.
Other opt-in methods: Ensure you have an alternate process available if the user doesn't want to opt in, and make this visible in your documentation by including an opt-out section.
Opt-in provided is not sufficient
The image or URL provided in the Opt-in Policy Image URLs field does not adequately demonstrate the opt-in process.
How to fix:
Review the examples in the Proof of Message Opt-In URLs section above and provide a valid example. Example: https://docs.google.com/document/d/1gJ4CqSkegj9MAZ6EtQ-KzCP-U7-maJ89hhCOSqD-VzM/edit?usp=sharing
Can't verify business information
The contact details, business name, address, or website URL entered don't match what can be verified.
How to fix:
The Legal Entity Name should prefill based on your company name in the Canopy Connect database. Make sure the Website URL is your agency website and that all other details match your registered business information.
Other reasons
If you receive a different error message, contact support via live chat from the dashboard or by emailing support@usecanopy.com with the relevant message.
FAQ
You can find the most frequently asked questions here.