Objective
Text messaging from a Crexendo number requires a Brand and SMS registration form to be approved by the Campaign Registry (TCR). The Brand is your legal company name, and the Campaign is defined as sending even one text message.
NOTE: "Campaign” is not referring to marketing when referenced here
You must complete ALL items on this form in order to begin the approval process for texting. An asterisk (*) denotes a required field and must be completed, or your form will be rejected.
User Context
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I need to register my SMS
Eligibility
Disallowed Content Policy
The following categories have been recognized as harmful and/or deceitful to the end consumer and cannot be run on any U.S. messaging product (text messages). Approval will not be received for these categories.
Categories for Harmful/Deceitful to End Consumers
| Job Postings | Exceptions are permitted if the message sender is the one doing the hiring. |
|---|---|
| High Risk Financial Services |
|
| Get-rich-quick Schemes |
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| Controlled Substances |
|
| Debt Forgiveness |
|
| Other |
|
Procedure
IMPORTANT: If the SMS function is vital to your business, obtain approval prior to porting numbers to Crexendo.
To download the SMS Registration Form or the Campaign Form (Toll Free), select from the options below:
SMS Registration Form Campaign Form Toll Free
Brand Registration Information
IMPORTANT: ALL sections below are REQUIRED to be completed in full. Do not write N/A or leave blank.
| Field | Description |
|---|---|
| *Legal Company Name | This is considered your “Brand”. This is the name registered with the IRS and may include a DBA name |
| *Business Type |
You must choose one of the following options:
|
| *Country of Registration | |
| *Tax Number/ ID/ EIN | |
| *Company Address | MUST include street address, city, state, and zip code. |
| *Contact Email Address | Include the direct contact email for the person completing this form AND the email listed on the company website used for customers. |
| *Business Phone Number | Include the direct contact number for the person completing this form AND the number listed on the company website used for customers. |
| *Company Website |
Provide the complete website address. The website must be active. NOTE: If no website, provide other online presence for the Brand (Facebook, Google Review Page, Instagram, etc.) |
| *Website Privacy Policy Link |
The privacy policy on your website must state that customer's personal information will not be shared or sold to third parties for marketing purposes. EXAMPLE: Sample of acceptable Privacy Policy Statement No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. |
| *Website Terms and Conditions Link for Webforms |
If your website contains ANY webforms that request a phone number, then an SMS Texting Disclosure is required to be on EACH form. The disclosure needs to include:
Your registration will not be approved if the above content is not included. EXAMPLE: Sample of acceptable texting disclosure
By clicking "Submit", you agree to [Insert Company Name] Terms of Use and Privacy Policy. You consent to receive phone calls and SMS messages from [Insert Company Name] to provide updates on your order and/or for marketing purposes. Message |
| *Vertical Market |
MUST choose one of the following:
|
SMS Registration Information
IMPORTANT: ALL sections below are REQUIRED to be completed in full. Do not write N/A or leave blank.
| Field | Description |
|---|---|
| *SMS Description |
Provide complete sentences answering:
ALL of these are required to be answered. Answers here must be at least 40 characters long. |
| *Sample Opt- In Message for your company |
This should be a message sent to your customers/employees, requesting to include them in text messages from your company. Provide an example of your company's opt-in message, or insert your company name and use the example provided below. EXAMPLE: Sample of Opt- In Message
[Insert Your Company Name Here] would like to add you to our texting community. To receive text messages, reply “JOIN”, to stop text messages reply “STOP”, for assistance reply ”HELP”. Message frequency varies as responses are requested. Message and data rates may apply. |
| Sample Opt- Out Message for your company |
This should be a message to your customers/employees, confirming their number has been removed from receiving text messages when requested by them. Provide an example of your company's Opt- Out message, or insert your company name and use the example provided below. EXAMPLE: Sample of Opt- Out Message
[Insert Your Company Name Here]. This number has been removed from our texting community. You will not receive any additional text messages. |
| Sample HELP Message for your company |
This should be a message to your customers/employees if they require help texting you. Provide an example of your company's HELP message, or insert your company information and use the example provided below. EXAMPLE: Sample HELP Message
[Insert Your Company Name Here] has provided the following |
| Company Sample Message |
Provide an actual text message example that your company might send to customers/ employees. This message must include your Brand Name and the Opt-Out message. EXAMPLE: Sample of Company Sample Message
Hello, [Insert Your Company Name Here] would like to confirm your appt on (Date) at (time). Please reply to confirm or to reschedule. Reply STOP to opt-out. |
| *Call To Action |
Provide a clear and detailed description of how your company obtains customer's numbers for SMS, how you respond to confirm intent, and how customers can receive assistance or opt out of SMS notifications
If numbers are obtained through written consent, attach a copy of the form. All responses for this section must include message frequency, link to privacy policy and terms and conditions, pricing (message and data rates may apply), and opt-out instructions. |
| *Direct Lending or Loan Arrangement |
Does your company provide loans, direct lending, or other loan arrangements?
|
| *Embedded Link |
Do text messages from your company include an embedded link of any kind? Note that public shorteners (bitly, tinyurl, etc.) are not accepted.
If you answer Yes to this question, please provide the embedded link. |
| *Embedded Phone Number |
Do text messages from your company include any embedded phone number besides the required "help" contact number?
If you answer Yes to this question, please provide the number. |
| *Age Gated Content |
Do text messages from your company include any age- gated content. (content that requires proof of age) as defined by carrier and CTIA guidelines?
|
| *Acceptance of Terms and Conditions |
By selecting Yes below, you confirm that your SMS campaign will not be used for affiliate marketing. You must answer “Yes” to this question in order to submit your SMS Registration for approval.
|
| *Number Pooling |
Will you have more than 49 numbers that will need to be enabled for text
NOTE: If you will need text messaging enabled on more than 49 numbers, you will be required to use Number Pooling. There is a one-time fee of $3,000 per additional campaign for number pooling. |
| *Telephone Numbers to Enable for SMS |
List ALL Crexendo numbers associated with this registration that will need to be enabled for texting. You will need to list the phone number and the extension number assigned to each phone number. NOTE: If you need text messaging enabled on more than 49 numbers, you will be required to use Number Pooling |
Related Information
If you’re a small business with an existing texting relationship with your clients, we recommend letting them know that you’re upgrading your phone system and that the upgrade will benefit them.
Escalation Information
For any issues, questions, or inquiries, contact cr@crexendo.com
Change Log
| Date | Description |
|---|---|
| Aug 20, 2026 | Article created. |