This article covers everything businesses need to prepare before signing up for Thryv® Text and Voice, including business tax registration requirements, location and contact information, campaign verification, opt-in and opt-out language, Terms and Privacy Policy requirements, and sample message formats. Mobile carriers require every business to complete a registration and verification process before text-enabling a phone number. Gathering this information before starting the application helps avoid rejection and delays. Thryv Text and Voice is available for Keap™ Pro and Max accounts only — it is not available in Keap Classic.
For an overview of Thryv Text and Voice, see what is Thryv Text and Voice and how it works. For the full signup walkthrough, see how to sign up for Thryv Text and Voice.
Businesses must follow the guidelines set by the FCC, CTIA, and mobile carriers when adding and removing customers from text message lists to ensure messages are only sent to customers who have consented to receive them.
What You Need Before You Sign Up for Thryv Text and Voice
During the Thryv Text and Voice signup process, the following information must be submitted for carrier verification. Reviewing each section below before starting the application helps ensure accurate submission and first-time approval.
Business Tax Registration
Carrier guidelines require businesses to be verified before text-enabling their phone numbers. Verification requires valid tax registration from the country the business is located in. Have the following information available before starting the registration:
Legal Business Name — the exact legal name as it appears on tax documentation
Tax ID — the business tax identification number
To verify this information is accurate, obtain a copy of the business tax documentation from the country of registration:
United States — SS-4 form from the IRS
Canada — Provincial tax form
Other countries — Proper tax documentation varies by country
Warning: A mismatch between the Legal Business Name and Tax ID will result in a rejection from the carriers and will delay the ability to start text messaging. The business registration process typically takes less than 10 minutes to verify once submitted with accurate information.
Location, Website, Phone Number, and Email
The business physical address submitted must match the address on the Tax ID documentation. A branded business website and a branded business email address must also be provided. Generic email addresses from services such as Gmail or Yahoo are prohibited — the email address must use the business domain. The business phone number must also be included in the submission.
Campaign Verification
After business verification, mobile carriers require campaign registration before a number can be used to send messages. Campaign registration is completed within the Thryv Text and Voice signup flow. Have the following campaign details ready before starting the application.
Use Cases
The use case selected must match the sample messages and the description of how texting is used to reach customers. Select the use case that most accurately describes the type of messages being sent:
Marketing — Select if sending promotional or marketing messages.
Account Notifications — Select if sending account updates or notifications.
Customer Service — Select if sending conversational customer service messages.
Mixed — Select for toll-free numbers if sending both marketing and conversational messages such as customer service or account updates.
Note: Marketing use cases require a separate opt-in checkbox specifically for marketing messages, as shown in the opt-in examples below.
Campaign Description
The campaign description is a brief explanation of how the phone number is used. The description must match the use case selected and the sample messages provided. Examples of acceptable campaign descriptions:
"This campaign will be used to send promotional and marketing offers to opted-in customers."
"This campaign will be used to have conversational texts with opted-in customers."
"This campaign will be used to send both promotional and marketing messages and conversational texts to opted-in customers."
Opt-In Requirements
Opt-in consent is mandatory for carrier approval. The opt-in checkbox and verbiage on the business website must meet the following requirements:
Marketing or promotional texting must have its own dedicated opt-in checkbox — it cannot be combined with a non-marketing opt-in checkbox.
If sending both marketing and conversational messages, two separate opt-in checkboxes are required.
Opt-in checkboxes must not be marked as required fields — they must be optional. Do not use an asterisk or any required field symbol on opt-in checkboxes.
The opt-in verbiage must match the use case selected during campaign registration.
Marketing Only Opt-In — Sample Images
The screenshot above shows a sample marketing-only opt-in form. The opt-in checkbox is unchecked by default and is not marked as a required field. The opt-in verbiage includes the business name, consent language, HELP and STOP reply instructions, message and data rate disclosure, and links to the Terms and Privacy Policy pages.
The screenshot above shows an alternative layout for a marketing-only opt-in form. The opt-in checkbox and verbiage meet the same carrier requirements as the first example.
Marketing Opt-In Verbiage Template:
"By checking this box, you agree to receive Marketing/Promotional text messages from [BUSINESS NAME]. Consent is not a condition of any purchase. Subscribing to this is optional and not required. Reply HELP for Help, STOP to Opt Out. Msg and data rates may apply. Msg frequency varies. View our Terms [link to terms page] and Privacy Policy [link to privacy page]."
Non-Marketing Opt-In — Sample Images
The screenshot above shows a sample non-marketing opt-in form for conversational or account notification use cases. The opt-in checkbox is unchecked by default and is not marked as a required field.
The screenshot above shows an alternative layout for a non-marketing opt-in form.
Non-Marketing Opt-In Verbiage Template:
"By checking this box, you agree to receive [USE CASE] text messages from [BUSINESS NAME]. Consent is not a condition of any purchase. Subscribing to this is optional and not required. Reply HELP for Help, STOP to Opt Out. Msg and data rates may apply. Msg frequency varies. View our Terms [link to terms page] and Privacy Policy [link to privacy page]."
Marketing and Conversational Opt-In — Sample Image
The screenshot above shows a sample form with both a marketing opt-in checkbox and a separate non-marketing conversational opt-in checkbox. When sending both marketing and conversational messages, two separate opt-in checkboxes are required on the form — one for marketing and one for non-marketing use cases.
Terms and Privacy Policy Pages
Mobile carriers require links to the business Terms and Conditions page and Privacy Policy page on the business website as part of the verification submission. The Terms and Conditions page must reference SMS terms and must include the phrase: "No Mobile Data Opt In will be shared with any third parties."
Warning: Carrier verification will not be approved without valid links to the Terms and Conditions page and the Privacy Policy page. Include both links in the submission.
Opt-Out Response
A sample opt-out response message must be included in the carrier submission. The opt-out response is the message sent to a contact when they reply STOP to unsubscribe from text messages. Example opt-out response:
"Thank you for opting out from [BUSINESS NAME] notifications. No further messages will be sent."
Help Response
A sample help response message must also be included in the carrier submission. The help response is the message sent when a contact replies HELP. Example help response:
"Thank you for contacting [BUSINESS NAME]. Someone will respond shortly. You may also contact [BUSINESS PHONE NUMBER] or [BUSINESS EMAIL]."
Sample Messages
Sample messages must match the use case selected during campaign registration. Each sample message must include the business name and the required compliance language. Examples of compliant sample messages:
"Here are this week's specials at [BUSINESS NAME]. 15% off all new services using this link. Reply STOP to opt out. Reply HELP for Help. Msg and data rates may apply."
"Thanks for contacting [BUSINESS NAME]. Someone will be with you shortly. Reply STOP to opt out. Reply HELP for Help. Msg and data rates may apply."
"This is [BUSINESS NAME]. New account notifications are available — log in to your account for updates. Reply STOP to opt out. Reply HELP for Help. Msg and data rates may apply."
What to Do if Carrier Verification Is Rejected
If verification is not approved on the first attempt, it is usually due to a data mismatch or an issue with the opt-in process. Review the following common causes of rejection before resubmitting:
The business name and Tax ID do not exactly match tax filings — even a missing "Inc." or a misplaced hyphen can trigger a rejection.
Sole proprietors must use their legal personal name if that is how the Tax ID is registered.
The business address, website, or email address is incorrect or uses a generic non-branded email domain.
Opt-in or opt-out language does not meet carrier requirements or privacy policy links are missing or invalid.
Sample messages are missing required compliance language.
Use case descriptions are vague or do not match the sample messages.
No clear opt-in process is demonstrated in the submission.
For questions about the verification process or rejection reasons, contact the Thryv Compliance team for assistance.
Frequently Asked Questions
What does this article cover?
This article covers the information businesses need to prepare before signing up for Thryv Text and Voice, including business tax registration requirements, campaign verification, opt-in and opt-out language requirements, and sample message formats. For the full signup walkthrough, see how to sign up for Thryv Text and Voice.
Which Keap plans include Thryv Text and Voice?
Thryv Text and Voice is available for Keap Pro and Max accounts only. It is not available in Keap Classic.
Why do opt-in checkboxes need to be optional rather than required?
Mobile carrier guidelines require that text message opt-in consent be voluntary — consent to receive text messages cannot be a condition of any purchase or form submission. Opt-in checkboxes must be unchecked by default and must not be marked as required fields. Marking an opt-in checkbox as required will result in carrier rejection.
What must be included on the Terms and Conditions page?
The Terms and Conditions page must reference SMS terms specifically and must include the phrase "No Mobile Data Opt In will be shared with any third parties." Links to both the Terms and Conditions page and the Privacy Policy page must be included in the carrier verification submission. Carrier verification will not be approved without valid links to both pages.
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