Completing the A2P/10DLC form in 5PCrm

5PCrm A2P Registration

1. Click “Register my business.”
2. Click “Yes” You do want to text people in the US.
3. If you are using an EIN, Click “Yes” if not Click “No”

For the purposes of this form, we are clicking NO and using the sole proprietor form.

1. Complete the personal information form with your name, address etc. The “Verified Number” must be a cell phone you can reply to a one-time verification text on.
2. Your “Business Name” should be your first and last name unless you use a business name as a sole proprietor.
3. Use the dropdown to choose your business type. If you are using to promote your 5PC business choose professional.
4. Click “Next”
5. Enter your campaign use description. There are some samples on the form. Or you can use something like “Customer care: Reaching out to my customers with information about their accounts and my products.”
6. Click “Next”
7. Enter your sample messages. The first box will be your identification. Ex: “Hi, this is Bob with 5PC Global”
8. In the second box, enter your sample message. Ex: “Hi team! Our zoom call for this evening has been moved to 6pm eastern. See you there.”
9. Scroll down, leave Opt-out language as is, or you can add “or reply help for help if you want that option.
10. Enter sample message 2, the Identification should be the same as in the first message.
11. Second sample message needs to be different from the first. Ex: “Hi Jill, I've emailed the information about our newest products. Please look it over and let me know if you have any questions.”
12. If you intend on texting links or a phone number, click the appropriate boxes on the form and click the preview button to verify your messages.
13. Read over your messages and click “exit.”
14. Click “Next”
15. Enter the information about how people opt in. Ex: End users opt-in to receive messages from us by completing a contact information form. You can view the opt-in form here: https://crmforms.io/fbuilder/public/M.... your opt-in form url. Make sure to use the link to your active opt-in form and have the A2P opt-in information before the submit button.
16. Click “Submit Information”

Your form will be processed within a couple of days. You can check the status in your CRM settings in the “Trust Center.”