Requirements for SMS Messaging

Description: This article outlines the requirements for requesting the activation of the SMS Messaging feature for the Ooma Enterprise app.

Overview

SMS messaging, commonly referred to as texting, is an effective way to connect with your customers. Ooma Enterprise app users can enable SMS messaging on their accounts at no extra cost. However, this feature is only available for specific seat types. To check if your seat types are eligible, please contact your Implementation Specialist or Customer Support, or refer to the list of supported seat types available through this LINK.

To request SMS activation, start with contacting Ooma Enterprise Customer Support at +1-866-688-666. The Support Team will provide you with a link to a registration form, which is required to register your business with The Campaign Registry (TCR). Registration with TCR is mandatory for all businesses that wish to send SMS messages, in compliance with new telecommunications industry regulations. For more information, visit The Campaign Registry website.

Once the form is submitted, you will typically receive confirmation of activation within 7 days.

Please note: if the telecommunications industry updates its regulations regarding SMS messaging, Ooma Enterprise may revise this process or request additional information at any time, without prior notice.

Information Required for Registration

To enable SMS messaging, Ooma Enterprise must collect specific identifying details from customers as required by TCR. 

Texting will not be activated until this registration is complete.

TCR charges fees for both registration and usage. While Ooma Enterprise currently covers some of these costs, others may be passed on to customers.

To begin the process, contact Ooma Enterprise customer support to receive the registration form. You’ll be asked to provide the following information:

• Main number: your primary Ooma Enterprise account phone number.
• Company name: exactly as listed with the IRS or your provincial/state business registry.
• Industry vertical: your business type (e.g., retail, accounting, restaurant, dental).
• Company website: a working business website (or link to a business profile on Facebook, Instagram, LinkedIn, etc.).
• Legal form of corporation: choose from private, public, charity/non-profit, or government.
• Country of registration: USA or Canada.
• Business address: must match IRS or official records.
• Company Tax ID: EIN/TIN (U.S.) or federal/provincial tax number (Canada).
• Contact details: company contact name, email, and phone of a person responsible for handling TCR communications.
• Numbers to enable for messaging: a list of phone numbers you want texting enabled on.

For guidance on completing each field, refer to the form instructions provided by Ooma Enterprise Customer Support.

As part of the registration process, you’ll also need to provide details about how your company uses SMS messaging. Several text fields will ask for the following information:

• Messaging use case: a brief summary of how your business intends to use SMS (e.g., appointment reminders, customer support, promotions.
• Customer consent process: explain how you will obtain customers’ permission to send texts, how they can opt out, and how they can request assistance. Example: “Motors R Us will use SMS to confirm appointments, schedule work hours, and provide general customer support. Customers will be able to opt out at any time or request help by texting HELP.”
• Opt-in message: provide an example of the message customers receive when they opt in. It must include your business name, a disclaimer about messaging/data rates, and frequency. Example: “Thanks for agreeing to receive messages from Motors R Us. Messaging rates may apply and frequency may vary. Reply YES to confirm or STOP to unsubscribe.”
• Opt-out message: an example message sent when a customer opts out. It must mention your business name. Example: “You have been removed from the Motors R Us SMS contact list. Reply YES to re-subscribe.”
• Help response message: what a customer receives when they text HELP to your number. Example: “For assistance, please call Motors R Us at 408-555-1212. Press 1 for customer service.”
• Sample message #1: a typical message your business might send, including opt-out instructions. Example: “Your car is ready for pickup. Reply STOP to unsubscribe.”
• Sample message #2: a second example message. Example: “Enjoy $25 off an oil change this month. Reply STOP to unsubscribe.”

These examples help ensure your messaging practices comply with regulatory requirements and industry standards.

Ooma Enterprise partners with Sinch to manage SMS registration. Sinch provides additional guidelines to help ensure your registration form is completed correctly and increases the likelihood of approval during the campaign vetting process. You can access their user guide via this link.

Direct Lending and Loan Disclosure

If your business is involved in direct lending or any type of financing arrangement, please inform our Customer Care team. You’ll need to share specific details so they can assist you with any additional registration steps. This applies whether your company provides loans directly, arranges mortgages, or offers financing through third-party services such as PayPal or Affirm.

Contact Information and Privacy Policy Requirements

Your company’s website must include a Contact Us page and a clearly visible link to your Privacy Policy. If you collect phone numbers, certain disclaimer text (highlighted in red in the sample screenshot) is mandatory and must be included on the Contact Us page.

Regardless of whether you collect phone numbers through your site, the Privacy Policy must be easily accessible.

The Privacy Policy must include the following statement:

“No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.”

This language is required to comply with TCR guidelines.

Need Help?

If you have further questions, feel free to contact Ooma Enterprise Customer Support at +1-866-688-666.