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Campaign Registry Form Instructions

Applying for a texting campaign can be challenging.  These intsructions will help make the process easier and more likely you will get approved.

How to Fill out the TCR Form

You can access the TCR form here 

Only an Admin User can access and fill out this form. Only one User has to fill out the form for an entire company.

NOTE:  Please ensure all information on the form is completed as accurately as possible. Any errors, typos, or omitted details will cause the application to be rejected. Rejections require submitting a brand-new form, which resets the review period. Current registration approvals are taking between 2 to 10 business days. 

Legal Company Entity Details Section

The information in this section must match your company's official IRS registration details exactly as shown on your Employer Identification Number (EIN) documentation. Please reference your CP575 form (issued by the IRS when your EIN was created) to complete these fields. If you do not have a copy of your CP575, you can request one here. 

Do not proceed with this application until you have an EIN.  You can obtain an EIN here

Legal Company Name: Enter your legal company name exactly as it appear on your CP575 and/or your tax returns. Do not include any punctuation, like commas, apostrophes, or dashes unless they appear on the CP575.  Do not enter your personal name unless that is what you registered with IRS. 

Federal EIN: This is your Employee ID Number and is provided to you by the IRS for tax filing purposes.   This is a required field.  It is critically important that the name listed in the Legal Company Name field matches the EIN for that company. If these do not match, your registration will be rejected.  Do not enter a Social Security Number.  If you do not have an EIN, please go here.

Entity Type: This is the type of company you are. Most RingRx customers are a Private Company. If you have staff and have filed as an LLC, an S Corp, a C Corp, or any other form of company, you are a Private Company. If you are a non-profit, Government, or Publicly Traded Company, then you should select those.

Industry: This is the industry you are in, mostly likely Healthcare.   But select whichever industry is most appropriate for your business.

Address Info (Street, City, State, Zip):  Provide the physical location of your business that matches what is on your EIN.  This should be the same address that RingRx has on file for your account.  However, if you have moved, just enter whatever matches the EIN and make any changes later.

Company Brand Details 

DBA: While this is not a required field for all companies, it is required If you operate your company using any name other than what you have listed in Legal Company Name field or what is shows on your EIN.  If so, you MUST enter that name here.  It is completely fine from TCR's standpoint to have a DBA - most companies do.  They just want to know what names you operate under. If your website shows a company name other than what is on your EIN, you must enter that name here.  

Website:  This is a mandatory field and you must enter a complete web address (URL) here. A few things to keep in mind:

  • It can be just a small one page website, a profile on a professional organization (like Psychology Today), or even a social media profile. 
  • The web address you enter must fully load like a functional website.  Do not proceed with this application until you have a fully functional, navigable,
  • The company name on your website must match your Legal Company Name or DBA branded name.
  • If you have a functional website, do not enter a social medial profile link.  A website is preferable to a social media page.
  • Make sure it’s a valid URL – the address that pulls up your site. If you are unsure what a URL is or how to properly format it, please get help from someone who does. The URL will look something like: www.acmemedicalgroup.com.
  • Your website cannot have any reference to Sex, Hate, Alcohol, Firearms, Tobacco, Cannabis (including CBD), Ketamine, or any other controlled substance.  These are referred to as SHAFT-C content. No images, text, buttons, ads, or messaging related to these topics is permitted and your application will be rejected.
  • Opt-in and opt-out consent information should be displayed clearly and conspicuously on the website or provided in a paper form.

Official Company Email Address:  Please provide your official company email address. Where possible, your email domain should match your business website (e.g., name@yourcompany.com).  

Contact Information 

 Please enter the contact details of the designated representative we may reach out to if we have any questions regarding your application: 

  • First and last name 
  • Phone number
  • Email Address

Sample Message #1: We have prefilled some content that works well for healthcare providers. If this does not make sense in your case, feel free to enter something more appropriate. Keep it brief and clear. The following examples adhere to standards that have been advised by the registrar.

Good Examples:

    • Hello John Doe, this is a reminder about your appointment with John’s Car Dealership on April 2nd, 2021 at 10:00 AM. Please reply YES to confirm your attendance or NO if you are not able to make it. Let us know when you would like to reschedule your appointment. Thank you!
    • Good evening Church family, we are having an in-person worship service tomorrow at 10:30 am. We will also be streaming the service over Facebook Live for those unable to attend. Reminder: tomorrow is the day to bring the donation boxes.
    • Hi %FirstName%! This is Ramiro with Bandwidth. We’d love to invite you to visit our booth at the upcoming Conference, which is taking place virtually and in person from Nov 9-13! Tickets are available now. There will be panels relating to voice, messaging, and 911! Register at www.bandwidth.com. Will we see you at the conference this year?
    • Reminder from Dr. Smiles, DDS, Hi Jim, we look forward to seeing you at 3:00 pm tomorrow for your cleaning. Reply OPTIONS for Notification Options, or STOP to disable SMS notifications.

Bad Examples:

    • Thanks for leaving a rating on Google Business. We would like to learn more about your experience. I will contact you soon.
    • I received your question. I will get back to you as soon as possible.
    • There’s a little favor I would like you to help me with, please.

Description: What will you be using texting for?  It is for basic communications with customers, as opposed to large campaigns for marketing, customers support, or sales. Unless you have very specific needs for higher volume texting, this is the most appropriate use. Prefilled description has worked well, but if its not appropriate, enter your own information as you see fit.

Message Flow: State briefly and clearly how messages initiate with a patient/client, and why that relationship is started. We prefilled something that works for most healthcare providers, but if it is not appropriate, then feel free to create your own. This should explain why you are texting with the patient and how you get their number.