TCR registration checklist
This document provides a checklist of steps and examples of language designed to meet carrier
industry requirements when submitting your text messaging SMS TCR registration. These
examples are for illustration only and donʼt constitute legal advice. Please consult your legal
counsel for language that fits your business needs. Following this guide does not guarantee
successful TCR registration.
Business verification
Check the prohibited content Verify the required registration information
▢ Review the RingCentral SMS/MMS content ▢ Tax ID/EIN Your 9-digit tax ID from the IRS
policy. SS4 form
▢ Your Doing Business As DBA) name, if it is
If your business engages in any activity prohibited different from your legal business name
by carriers, your registration will be declined with no ▢ Physical address that matches your IRS SS4
path forward for approval. form
▢ Legal business name that matches your IRS
SS4 form
Website key requirements
A working website address is required to submit TCR registration or your registration will be declined.
Check your Privacy Policy Check your SMS Terms of Service
▢ Include a link to your Privacy Policy on the ▢ Include the Terms of Service within your
website. Privacy Policy or include it as a standalone
▢ Make sure the Privacy Policy clearly states: document.
● what personal information is collected. ▢ Specify the types of messages sent.
● how the collected information is used. ▢ Include a statement similar to this example
● whether (and how) the consumerʼs with standard disclosures:
opt-in information is shared.
▢ Include a statement similar to this example: “If you consent to receive <types of
messages - i.e. conversational,
ˮNo mobile opt-in or text message consent informational, promotional, etc.)> SMS
will be shared with third parties or affiliates from Business Name], you agree to
for marketing purposes.ˮ receive [types of message, must be
consistent with selected use case] SMS
from us. Reply STOP to opt-out; Reply
▢ Make sure the Privacy Policy is easily HELP for support; Message & data rates
accessible and prominently placed on web may apply; Messaging frequency may
forms. As a best practice, also include a link vary. Visit Privacy Policy URL] to see our
to the Privacy Policy in the footer of every Privacy Policy and terms and conditions.
page on your website.
Check your website contact form
If youʼre obtaining SMS opt-in consent using a website form (i.e. “Contact Usˮ):
▢ Include a checkbox for SMS consent next to any phone number field.
▢ Make sure the consent checkbox is optional and unchecked by default.
▢ The consent language should include language similar to this example:
“I consent to receive <types of messages - i.e. conversational, informational, promotional,
etc.)> SMS from Business Name]. Reply STOP to opt-out; Reply Help for support; Message
and data rates apply; Messaging frequency may vary. Must include the link to your Privacy
Policy>ˮ
Note: The example consent language in this section is provided as a suggestion, please consult your Legal
counsel for approved language.
Obtaining consent
The types of messages a business sends determine the consent required by the underlying carriers. Some
examples of possible consent methods are below. Please consult with your legal counsel for approved consent
language.
Conversational Informational Promotional
What it is Human-to-human, non-automated Human-generated or automated Human-generated, automated, or
two-way messaging to initiate a messaging, one-way notifications bulk messaging. Sales or
back-and-forth engagement. to recipients who may or may not marketing-focused in nature. The
Typically, a reply is expected. request a reply. message may or may not request a
reply.
Consent required Implied consent (recipient Express verbal or written consent. Express written consent. Consent
messages you first to ask a Consent should be logged, and should be logged, and your
question or engage in a your messages should contain messages should contain opt-out
conversation), or express verbal or opt-out language. language.
written consent.
Examples The recipient locates the phone The recipient is asked in person, The recipient is asked in an email,
of consent number on your website and over the phone, over email, a web or on a web or paper form to opt-in
messages to ask a question (i.e. form, or paper form to opt-in to to receive text messages.
What are your business hours?. receive text messages.
The recipient is asked in person,
over the phone, via email, a web
form, or a paper form to opt-in to
receive text messages.
Next steps
▢ Review the SMS consent requirements and examples and the detailed registration instructions.
▢ If you have a large list of numbers to register, submit a Number Pool request.
▢ Sign in to the Admin Portal and complete the SMS TCR Registration form to register your companyʼs
outbound text messaging.
▢ If your application is declined, learn how to resolve the issue.
▢ If you do not plan to send outgoing text messages, set up phone numbers for inbound text
messages only.
Need help?
Contact our dedicated TCR support team by calling 888 8984591 and selecting option 3, then option 1.
You can also chat with a live agent, submit a support case, or ask our community for further assistance.
Additional Resources
Customizing the SMS TCR application for your business
TCR registration fees
Modifying or deleting TCR registration
Understanding SMS opt-out management
