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Toll-Free Verification Registration

Learn how to submit your company for toll-free verification.

Updated over 3 months ago

Are you a Call Loop customer looking to send important business messages to your customers? Well, we've got some great news for you!

Our Toll-Free Messaging Verification process helps ensure your messages get delivered and seen by your customers. As long as you follow the rules and regulations (including Call Loop's Messaging policy), you can expect to experience fewer message filters on Toll-Free traffic to major US and Canadian networks.

And to make things even better, we've created a comprehensive overview to help guide you through the Toll-Free registration process.

Part 1: Business Profile Registration

To start your Toll-Free registration, you first must complete the Business Profile. to get here go to Settings > Company > Compliance.

Step 1: Choose Your Company Type

For submitting a Toll-Free number, it's best to select the "I don't have a United States EIN number" and proceed.

It's important to state that in order to get verified for Toll-Free verification, you do not need a United States EIN number to verify your toll-free number. If you do not have an EIN, then the only option for you would be to get a toll-free phone number.

✅ EIN (USA)

⛔ No EIN (USA)

Local & Toll-Free Numbers

Toll-Free Numbers

If you have an EIN number, you will be eligible to use local and toll-free numbers. Pending approval.

If you do not have a United States EIN number, then you are only eligible to use toll-free numbers. Pending approval.

Step 2: General Information

Enter in your general business information. The carriers will verify that this is a real valid address so please make sure that this address matches your specific business address.

Option #1: Enter Your EIN Number

Enter in your EIN number to find your business.

Option #2: Manually Enter Your Details

If you do not find your business, then you will need to manually enter your EIN number, business name, and other details.

IMPORTANT: You will also need to upload the federal IRS EIN document you received from the IRS showing your business name and issued EIN. Without this document, it's highly likely that you will get rejected.

If you do not have an EIN, this is the form that you will need to fill out.

IRS EIN Document

This is an example of the IRS document that you were provided from the IRS. Please upload this document showing your business name and matched EIN number.

Business Name

The end business / the business the consumer is engaging with.

✅ Approved Example

⛔ Rejected Example

John’s Coffee Shop

Call Loop

This includes the end-user business that will be sending out the SMS messages that the end-user/mobile handset is engaging with

If the end-user business information is not provided, it will be rejected as Toll-Free Verification Requests must provide end-user business information to be reviewed.

Business Address

The address of the end business the consumer is engaging with. This should be the end business’ physical location. Toll-free verification does contemplate international senders with Toll-free numbers.

✅ Approved Reasons

⛔ Rejected Reasons

  • Full business address

  • Street, city, state, zip code

  • Physical location of the business

  • “N/A” or address of Call Loop HQ

  • No business address provided

  • Invalid business address

Step 3: Business Information

The website of the end business/ the website the consumer is engaging with. This should be the website of the business name that was previously listed. This can include social media links (Facebook, Instagram, Twitter, etc.) if the business does not have a traditional website.

✅ Approved Reasons

⛔ Rejected Reasons

  • Real company

  • Active website

  • Active Social media profiles

  • USA & Canada (minimum)

Note: If it is a smaller business with no direct webpage, social media links are acceptable (Facebook, Instagram, Twitter). The social media pages must be set to public so they can be reviewed.

  • Website is not live

  • Website behind a login/password

  • Website of the CallLoop.com

  • Countries other than USA & Canada

If the industry is one that is of high-risk, this may play a part in the approval process.

Note: Please test all included URLs if possible to ensure they work properly, check for typos, etc. Verification may fail due to a misspelled or invalid URL.

Step 4: Company Authorized Representatives

You will need to enter in the authorized company representatives for your company. If you have more than one, we highly recommend that you include them as well.

The first and last name, email address, and phone number for the contact of the end business.

✅ Approved Example

⛔ Rejected Example

✅ Do's

⛔ Don't

  • Include the CEO, Founder, or VP level representative

  • Person should be found on your corporate documentation

  • Use your business domain

  • Submit 2 representatives

  • Active phone number

  • Active email address

  • Use your assistant, office manager, or low level representative

  • Person not found on corporate documentation

  • Use a non-business email (gmail, yahoo)

  • Submit only 1 representative

  • Non-active email / phone number


Part 2: Toll-Free Verification Registration

Now that you've completed your business profile with your correct business information, the second step is to complete the toll-free verification use case profile.

Step 1: Select Your Numbers

Toll-Free Numbers

Select the toll-free number(s) you wish to add for this particular use case.

Explanation

If you are submitting multiple toll-free numbers for the same use, the carriers want to know why you need to numbers for the same use case. Ideally, you'd have 1 toll-free number with a higher volume. If you'd like a higher through-put, then please talk with our team and upgrading to receive higher volume.

Step 2: Use Case

Use Case

Select the use case that best fits the description of how you will use Call Loop.

Type

Description

Account notifications

Notifications about the status of an account or related to being a part of an account

Customer Care

Support, account management, and other avenues of customer interaction

Charity/501(c)(3) Nonprofit

Communications from a registered Charity / 501(c)(3) Nonprofit aimed at providing help and raising money for those in need. Limited to 501(c)(3) nonprofits.

Delivery Notifications

Information about the status of a delivery

Events

Messages related to events, webinars, and more

Higher Education

Message campaigns from colleges, universities, and other education institutions

K12

For virtual learning and related communication between students/faculty and parents.

Marketing

Promotional content such as sales and limited time offers

Polling and Voting (Non-Political)

For conducting polling and voting, such as customer surveys. Not for political use.

Political (Election Campaigns)

Part of an organized effort to influence decision making of a specific group.

Public Service Announcement

PSAs to raise audience awareness about a given topic

Use Case Description

Please describe the use case and how you plan on using SMS.

✅ Approved Example

⛔ Rejected Example

This number is used to send out promotional offers and coupons to the customers of John’s Coffee Shop.

Marketing.

Approved Examples

Sending notifications of promotions and coupons to opted-in users and donut reward club members.

Notifying a customer when their car wash is complete.

Alerting students and faculty of emergency notifications.

Sending promotions to opted-in customers about deals and discounts.

Sending webinar reminders to registered contacts.

Alerting opted-in contacts about open roles and job opportunities.

Expected Monthly Messages

Estimated Monthly Volume for the submission. Choose the closest value and if ramping up, please use the value of where you expect to be in 6 months.

Step 3: Opt-in Method

How will contacts give consent to receiving text messages from your company?

Type

Description

Using Call Loop's Keywords feature, people will opt-in by sending a keyword to your Call Loop number. (e.g. Text LOOP to 555-555-5555)

Using Call Loop's web forms or other web form, people will fill out that form and get added to your Call Loop list.

People fill out a paper form to receive SMS texts.

People scan a QR code to send in a text to join.

✅ Approved Example

⛔ Rejected Example

via Text

Keyword Coffee. The keyword is found on a sign at the register of John’s Coffee Shop where customers can see the keyword and text in to the Toll-Free Number. Once the customer texts the keyword, they are provided a double opt in where they are asked to Reply Y to confirm they would like to receive promotional SMS

via Text

Keyword/Text to join. Online. Point of Sale.

Online Form

People visit our website and complete a web form and enters in their mobile phone number. Once the contact submits the form, we send an SMS that includes the opt-in language "reply STOP to end" to confirm opt-in.

Online Form

Someone fills out a web form.

Paper Form

People fill out a paper form requesting to be contacted via SMS and provide name, email, and mobile number. They check a box to confirm opt-in. Once inputted in our system, they are provided a double opt-in where they are asked to reply Y to confirm they would like to receive texts.

Paper Form

Fill out a paper form and we text them.

QR Code

People scan a QR code to join our SMS list and it opens up their SMS app on their mobile phone and pre-fills the outgoing SMS with my text number and the keyword. The person sends the SMS and opts into receiving texts.

QR Code

People scan a QR code to get texts.

Type

Details

Keyword

  • What is the keyword?

  • Where does the customer find the keyword?

  • What happens after the end-user/mobile handset texts the keyword to the Toll-Free number?

Online Form

  • What is the direct URL to the opt in/sign up page?

  • Screenshots of the opt-in/sign up page are acceptable.

  • This should be the SMS opt in/sign up, not emails.

Point of Sale

  • What is the process?

  • Where does the customer give the consent?

  • Provide a screenshot/picture/url and language the customer is agreeing.

For informational campaigns that use a text-to-join, QR code, or other mechanism that is excessively prohibitive to illustrate via a hosted image file, describing the opt-in workflow in detail is acceptable.

In as much detail, provide how a consumer/subscriber opts into this submission. The opt-in submitted should be what the mobile user sees when providing their phone number:

  • Online/app (URL, screenshot/webpage)

  • See in store (Keyword, signage)

  • Hears (IVR script/verbiage)

Please note this should be the description only, any links should be included.

Opt-in Images

Opt-In workflow description should briefly describe how the handset gives consent to the business to receive messaging. Opt-in images can contain screenshots of the opt-in clearly displayed on the end-user’s website, an image of where opt-in is collected, or an image of relevant opt-in practice.

Provide images of the opt-in process and what a subscriber is agreeing to. This should be where the customer’s phone number was entered by the customer agreeing to receive the SMS.

Seeing directly how the customer opts in/signs up for SMS helps the Verification team understand exactly what the customer sees and signs up for.

Type

✅ Approved Example

Online Form

Paper Form

via Text & QR Code

Step 4: Samples Messages

The carriers want to see sample messages of what you plan on sending using this use case. Please provide two samples of the messages you'd likely send.

✅ Approved Examples

⛔ Rejected Examples

Thank you for being a loyal customer of John’s Coffee Shop. Enjoy 10% off your next purchase. Reply STOP to end.

Your appointment is today at 10:00 AM.

The Webinar Workshop will be starting in 1 hour. Please show up early to save your seat. Here's the link {link} Reply STOP to opt out

Marketing

Hi (name)! This week John's Donuts is offering $3 off 1 dozen donuts for Donut Reward Club members! Hope to see you soon! Reply STOP to opt-out

Join now www.site.com

(Name), your car wash is complete. Your vehicle is waiting for you in parking spot (number). Reply STOP to opt out

Event message

SVF: Good afternoon! This is the last call to fill out the Father Daughter Dance survey. {link} Reply STOP to opt out

Join the dance at 1.

That's it! Once it's been submitted, you will not be able to edit your information.


Frequently Asked Questions

What is the throughput for Toll-Free numbers?

Type

MPS (Messages Per Sec)

Toll-Free Numbers

3 MPS

High Volume Toll-Free Numbers

Up to 150 MPS (Upgrade)

How can I increase my MPS with High Volume Toll-Free?

You are able to upgrade your MPS limit starting at 25 MPS up to 150 MPS. Reach out to our sales team for more information and pricing.

How long does it take for approval?

The carriers have been backlogged and the typical turn-around is between 1-7 days. I know it's not the most ideal, but unfortunately that is the state of the approval process.

Is there a fee for toll-free verification?

No, not at this time. However, the carriers may charge a fee in the future. If they do we will pass these costs down to our customers with no mark-up.

What happens if I don't complete verification?

Effective October 1, 2022, unverified traffic will be fully blocked in Canada and subject to increased filtering and daily limits in the US. All unverified traffic filtered for these reasons will be blocked with an error. Verification is recommended for all customers regardless of volume.

What is the process for toll-free verification?

After you create your Business Profile and submit your Toll-Free use case, then your submission status will be "In Review" and will go through the stages.

In Review

Sent to the carriers and awaiting update.

Rejected

Your submission has been rejected by the carriers with reasons. You are able to resubmit with updates.

Approved

Your business profile and toll-free use case have been approved and you are officially Verified for this specific use case.

Why are my messages being blocked?

If you are getting the error code 30007, this means that you are being blocked because your toll-free number has not been verified and you will need to submit your application. Messages will continue to be blocked if you do not register.

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