LSS CRM – A2P 10DLC Setup Checklist & Overview Guide

What You Need Before Setup

1. Business Info

• Legal Business Name (must match IRS records)

• EIN (Employer Identification Number)

• Business Address & Contact Info

• Business Website (must be live)

2. Website Requirements

Your website must:

• Be active

• Include visible Privacy Policy and Terms of Service (TOS)

• Both pages must:

  • Disclose how SMS is used

  • Explain opt-out (Text STOP to unsubscribe)

  • Show help (Text HELP for info)

  • Include “Message & data rates may apply”

  • State you do not sell/share user data for marketing

3. SMS Opt-In Requirements

All forms (funnels, calendars, popups, etc.) collecting phone numbers must:

• Include unchecked checkboxes for:

  • SMS consent

  • Agreement to Privacy Policy and TOS

• Clearly state:

  • What messages users will get

  • Message frequency

  • How to opt out and get help

  • That “Msg & data rates may apply”

Overview Steps to Register in LSS CRM

1. Go to:
   Settings → Phone Numbers → Trust Center

2. Register Your Brand:

   • Enter your business info and EIN

   • Add website and company representative

3. Create Campaign:

   • Select your campaign type (e.g., marketing, notifications)

   • Provide sample opt-in flow (e.g., form or calendar)

   • Include example SMS messages with:

     • Brand name

     • “Text STOP to unsubscribe”

     • Help info

     • Message/data disclaimer

4. Submit and Wait
   Approval usually takes 2–3 weeks.

Final Checklist

Need help setting up? Reach out to LSS CRM Support anytime.
We’re here to ensure your messaging is compliant and ready to go.