SMS Compliance

Pre-Built A2P Campaign (Widget-First) Registration

Complete Campaign registration with Chat Widget Setup using a guided flow, auto-generated consent widget, and support for Marketing, Informational, and Mixed messaging programs.
What You'll Learn

The Pre-Built A2P Campaign (Widget-First) flow uses a guided questionnaire and an auto-generated Chat Widget to help you complete Campaign registration with built-in compliance safeguards.

This guide covers the widget-first approach, Marketing, Informational, and Mixed messaging use cases, the generated consent experience, and step-by-step instructions for registering your Campaign.

1

What is the Pre-Built A2P Campaign (Widget-First) Flow?

The Pre-Built A2P Campaign (Widget-First) flow uses a generated Chat Widget and guided Campaign setup to simplify SMS consent configuration. Campaign registration opens in Chat Widget Setup by default. If your business already collects SMS consent using another approved method, you can switch to Manual Setup.

Chat Widget Setup supports Marketing / Promotional, Informational / Non-Marketing, and Mixed messaging programs. Mixed is designed for one messaging program that includes both promotional and informational communication.

Pre-built campaign registration flow selection showing Chat Widget as recommended option
2

Key Benefits

The widget-first registration flow includes built-in safeguards that help simplify consent configuration, align Campaign details with the live opt-in experience, and reduce avoidable compliance issues compared with a fully manual submission.

Guided Setup: Carrier-safe disclosure language is filled in automatically, so you do not need to write compliance text yourself.
Mixed Messaging Support: Businesses that send both promotional and informational messages can use the guided Chat Widget flow while collecting the two consent types independently.
Fewer Avoidable Issues: Financial and marketing conflicts are flagged before submission, which is designed to reduce a common cause of Campaign rejection.
Automatic Age-Gating: When required by your Campaign content, a mandatory Date of Birth field is added to the widget to support CTIA compliance.
No Manual Disclaimers: STOP/HELP text, frequency notices, and data rate disclosures are system-generated and cannot be edited or removed.
Consistent Compliance Fields: Compliance-sensitive fields are locked, which helps keep what reviewers evaluate aligned with what goes live on your website.
3

Understanding the Pre-Built Campaign Flow

The widget-first flow includes automated guardrails and pre-configured components that help keep your Campaign details, consent experience, and messaging purpose aligned with carrier requirements.

Feature 1
Simplified Messaging Use Case Selection

At the start of registration, select the messaging category that matches your program:

  • Marketing / Promotional for promotional messaging.
  • Informational / Non-Marketing for transactional or informational messaging.
  • Mixed when the same messaging program includes both categories.

For Marketing and Informational selections, the Campaign Use Case options are filtered to match the selected messaging category. When Mixed is selected, the Campaign Use Case is automatically set to Low Volume Mixed.

Feature 2
Financial + Marketing Conflict Check

If you select Marketing / Promotional and also indicate that your Campaign involves financial services or loan-related content, the flow prompts you to switch to Informational before continuing. This helps prevent a high-risk combination that carriers commonly reject.

Feature 3
Automatic Age-Gating

When you indicate that your Campaign involves age-gated content and/or financial services or loan-related content, the widget automatically adds a mandatory Date of Birth field. Contacts cannot submit the form without confirming they meet the minimum age requirement, which supports CTIA rules for restricted categories.

Feature 4
Auto-Generated Chat Widget

The registration flow automatically creates a business-specific widget that includes your business name, frequency disclosure, "Msg & data rates may apply" notice, and STOP/HELP instructions. The JavaScript embed code for your website is also generated automatically.

If Mixed is selected, the generated widget includes two independent consent checkboxes: one for informational/transactional messaging and one for marketing/promotional messaging. Neither checkbox is pre-selected, and each consent choice includes its own system-controlled disclosure content.

You can adjust colors and header text only. Disclosure language, required fields, and consent checkboxes cannot be edited or removed, so the live widget matches what was submitted for review.

Auto-generated chat widget code with compliance disclosures embedded
Feature 5
Locked Consent Review Screen

Before submission, you review a read-only summary that includes your consent fields, system-generated sample messages, and your opt-in method. These fields are non-editable, which helps keep your registration details consistent with the live widget.

Chat widget preview showing form fields including name, phone, date of birth, and consent text
4

How to Set Up a Pre-Built A2P Campaign

Before You Start

Before you begin, make sure the following are in place:

  • Your A2P Brand registration is approved, or eligible to continue.
  • Your business has a live, publicly accessible website.
  • The website represents the same business submitted during Brand registration.
  • The website includes a Privacy Policy and Terms & Conditions.
  • You know whether your messaging program is Marketing / Promotional, Informational / Non-Marketing, or Mixed.

Follow these steps to register your Campaign using the widget-first flow. Selecting the correct messaging category is important because it determines the available Campaign use case and the consent structure generated for the widget.

Step 1
Access Campaign Registration

In your sub-account, go to Settings → Phone System → Trust Center. Under A2P Messaging (SMS), continue to Campaign registration. If you are creating an additional Campaign, go to Brand & Campaigns → Campaigns → Create Campaign.

Step 2
Continue to Chat Widget Setup

After Brand registration is complete, Campaign registration opens in Chat Widget Setup by default. Complete the Chat Widget Setup fields to configure the consent experience for your Campaign.

Use Manual Setup if you already collect SMS consent through another approved method, such as an existing website form, paper form, lead form, QR code, kiosk, or verbal consent. Select Switch to Manual Setup below the first Chat Widget Setup screen.

Note: If you switch to Manual Setup and decide to use the Chat Widget instead, select Chat Widget Setup — recommended from the Campaign details step panel.

Registration flow selection screen with Pre-built campaign option highlighted
Step 3
Choose Your Messaging Use Case

Select the option that accurately represents the messaging program:

  • Marketing / Promotional: Select this when your Campaign sends promotional offers, advertising, discounts, newsletters, or similar marketing content.
  • Informational / Non-Marketing: Select this when your Campaign sends transactional or informational communication such as reminders, confirmations, and service updates.
  • Mixed: Select this when the same messaging program genuinely includes both promotional and informational messaging.

When Mixed is selected, the Campaign Use Case is automatically set to Low Volume Mixed.

Mixed messaging use case selected with Low Volume Mixed automatically assigned as the Campaign Use Case
Select Mixed and verify that Low Volume Mixed is assigned as the Campaign Use Case.
Step 4
Answer the Guided Questionnaire

Respond to questions about your Campaign content, including whether it involves financial services, loan-related content, or age-gated materials. If you select a disallowed combination, such as Marketing plus Financial, the flow prompts you to adjust your selections before continuing.

Step 5
Review and Customize the Widget

Preview the auto-generated Chat Widget. You can adjust colors and header text, but disclosure language, required fields including any mandatory Date of Birth field, and consent notices are locked and cannot be modified.

If Mixed is selected, verify that the widget displays a separate informational/transactional consent checkbox and a separate marketing/promotional consent checkbox. Neither option should be pre-selected, and each consent choice should display its associated disclosure content.

Generated Mixed Chat Widget showing separate informational and promotional SMS consent checkboxes
A Mixed Chat Widget displays separate informational and promotional SMS consent choices.
Step 6
Copy and Install the Widget on Your Website

Copy the provided JavaScript embed code and install it on the web page you confirmed during setup. The widget needs to be live and publicly viewable before you complete the compliance check in the next step.

Important: The Chat Widget should be the only form on the submitted page collecting SMS consent. Do not place another SMS opt-in form, such as a Contact Form, Lead Capture Form, or Appointment Form, on the same page.

Step 7
Complete the Website Compliance Check

Confirm that your website meets carrier and registration requirements. Your submitted website should:

  • Be live and publicly accessible.
  • Clearly represent the registered business.
  • Match the business information used during Brand registration.
  • Display appropriate business/contact information.
  • Include a Privacy Policy and Terms & Conditions.
  • Have the required SMS opt-in experience available on the submitted page.
User consent screen with compliance checklist and sample message fields
Step 8
Review the Application and Submit

Click Review Application to run the compliance review. If an issue is identified, review the recommendation, correct the applicable Campaign or website information, and run the review again. Once the required checks pass, submit the Campaign for carrier review. Passing the initial compliance review does not guarantee carrier approval — the final decision is made by carriers and registration partners.

Step 9
Monitor Campaign Status

Go to Campaigns → Status to track your submission. Review times can vary, so check the status in Trust Center rather than creating a duplicate Campaign.

Campaign Submitted

Your Campaign has been submitted for carrier review. You can begin sending SMS once approval is confirmed.

5

Frequently Asked Questions

Q: What happens if I select Mixed as my messaging use case?
Selecting Mixed automatically sets the Campaign use case to Low Volume Mixed. The generated Chat Widget includes separate consent choices for informational/transactional and marketing/promotional SMS.
Q: Can a contact choose only one consent type in a Mixed widget?
Yes. The two consent checkboxes are independent. A contact can opt into informational messaging only, marketing messaging only, or both. Neither checkbox is pre-selected.
Q: Can I customize the auto-generated Chat Widget?
You can adjust appearance elements such as colors and header text. Compliance-sensitive elements — disclosure language, required fields, and consent checkboxes — are locked and cannot be edited or removed, so the live widget matches your registration.
Q: When should I use Manual Setup instead of Chat Widget Setup?
Use Manual Setup if your business already collects SMS consent through another approved method, such as an existing website form, paper form, lead form, QR code, kiosk, or verbal consent. Chat Widget Setup remains the recommended default option.
Q: Does the Date of Birth field appear on every widget?
No. The Date of Birth field only appears when you indicate during setup that your Campaign involves age-gated content and/or financial services or loan-related content. When required, the field is locked into the widget and cannot be removed.
Q: Does the Chat Widget need to be installed before I submit my Campaign?
Yes. The widget should be live and publicly accessible on the submitted page before you run the compliance review and complete final submission. The opt-in method must be viewable at the URL provided during registration.
Q: What should I do if the compliance review finds an issue?
Review the recommendation shown, correct the applicable Campaign or website information, and run the review again. Submit the Campaign for carrier review only after the required checks pass.
6

Need Help?

Before Contacting Support

  • Confirm your A2P Brand is approved or eligible to continue.
  • Verify that the selected Messaging Use Case accurately reflects your SMS program.
  • For Mixed Campaigns, confirm the Campaign Use Case shows Low Volume Mixed.
  • For Mixed Campaigns, confirm both informational and marketing consent checkboxes appear and neither is pre-selected.
  • Confirm the Chat Widget is live and publicly accessible on the submitted page.
  • Verify the submitted page does not contain another form collecting SMS consent.
  • Review any compliance recommendations shown before attempting to submit again.

Still Need Help?

Contact Support with the affected sub-account, Brand and Campaign status, selected Messaging Use Case, the submitted website URL, the issue you are seeing, and screenshots of the relevant Trust Center or Chat Widget screens. Do not include passwords, API keys, access tokens, or other sensitive credentials.