Easy GoHighLevel SMS Setup & A2P 10DLC Compliance Guide | Included Campaign Verification Template

Hey, what's going on guys? In this video I'm going to give you the 62nd way to go ahead and set up your A2P verification inside of Go high level and set up text messaging. One of the issues with text message regulations is In August of 2023 the regulars came out and they put these new policies on where every single text messenger has to put a register of their business. And it's a lot of a nightmare. It's much of a nightmare. So in this video I'm going to give you the exact step by step process on how to do it. I'm also going to link a document below this video that you can download. It's basically Google Doc that has exactly what to say, how to say it, where to say it, when to say it, throughout the process. So I'll show you this doc looks like this. Here's the some prerequisite requisites, here's what you need and then here's the messages you'll send. So I'll walk you through, we'll jump into gohighlevel, I'll show you where this stuff goes. But just for context, you need to have number one, a Go high level account, number two, want to send text messages and number three, you do need to have terms of service on inside your website and a checkbox on any kind of form that's being filled out. So let me give you an example here. What you do need is you need to have if you're having a form, an opt in form. When we go through this process you're going to have to link where you're doing it. And so you need to say by submitting you agree to receive SMS or emails for the provided channel rates may be applied. You need to have a box that's like this on your site. You also need to have a terms and conditions page and a privacy policy. What I did is I actually created templated what just happened here. I created templated sites that are not sites just copy here. So this is one of my clients and friends company, we just created this for him. And so you can see how this is lined up right here and exactly how the terms and conditions are set up and then how the privacy policy is set up. So I just went and created this doc for you to use as a template example for both privacy policy and terms and conditions. And so you'll just slap these on site, on your website on a new page. Okay, you're not going to be passed, you're going to be failed. If you don't do that. All right? Or it's going to be denied if you don't do that. All right, that's that. And then we talked about this. Okay, so once you have those, we can go into the verification in High level. So the way this works is we'll come down here, click on Settings and then we go into where it says phone numbers right here. And then at the top you'll see this. If you do not have your verification, in order to send text messages, text messages, we have to verify this. So I'm going to hit start now and you're going to go through this process now you're going to start registering. It's going to ask you some basic questions about your business. These questions are very basic. They're do you have tax entity? What's the name of the business? I'm just going to do this one on behalf of my person, my person for this. So I'm just going to do it as Dylan and let's continue through this. I'm going to pause right here because I think some of these ask for your email, your phone number. It's all very simple information. Just fill those out and I'll see you on the first page with actual questions related to the types of campaign. By the way, on this page right here, it'll show you the different types of campaigns, what you can do. So you'll just select this. You will be charged. I don't know exactly how this charge comes through. I haven't, I haven't seen them as line items so I'm guessing they're charging it. I just. Inside my Go High Level account we have thousands of client accounts. I haven't seen it come through, but it's totally possible that we're being charged this. Every time a campaign is filled out it says you're supposed to be charged. I believe you're being charged. Okay. Okay. So now on this screen right here, its campaign details. So select a campaign use case which for me it's only showing this one for you, hopefully it only shows whatever the one you selected on I think on the previous page. So you select this sole proprietor. Then in here you describe the campaign use case. This is where we go back to this document I'm going to provide you and you say you just type this in right here. Okay. So I'm going to put this campaign is used for appointment booking, reminders for people who request time to speak with us. It may include a link to reschedule. It may also be used occasionally to message back and forth with potential prospects who are interested in working with us. Point of this is what they're trying to do is two things. One, they're trying to understand you're not just going to blow people up and spam them. And number two, they're trying to understand how you're using this so that when you're sending the messages, they are aware of what's happening. So if all of a sudden you're sending all these links, they can go back and pre reference, reference. Okay, did this company say they were going to be sending links their email? This is good for 99% of use cases. If you're someone who's planning to spam people, I don't think go high level is going to be your option as far as text messages. But if you're just using these for occasional text messages to follow up with clients similar to this use case, this is should be fine. They also have an example here, by the way, and I'm trying to see. Yes, you could also use these samples too. Okay. But I would imagine a lot of people are using these samples and less people are using the sample I have provided. Unless this video blows up and gets a hundred thousand views, which I don't. It will. This should be good. All right, next thing. Sample message number one. Come down here and you're basically just going to swap out where it says XYZ business and put your own business name there. So make sure you include this to opt out of future messages. Reply stop. That's very important. All right, sample message number two. Copy the second one. Copy this and paste it. By the way, this is. I put this in here. Trust partner for marketing services. I'm just going to remove that section from here. You could. Thanks for opting in to receive messages from us. Blah, blah, blah, blah, blah. Perfect. All right, this will include embedded link. Yes. These messages will include phone numbers possibly. This message includes age gated. No. This message includes contact related to direct landing or other loan arrangement. No direct lending. All right, continue. How do leads consent to receive messages? So this is where you need to paste your link. Users opt in to receive messages by visiting our website or booking an appointment to speak with us. They check a box confirming they consent to receive text messages from us. Boom. Now, typically what they're going to do is they're going to go then check your website and say, okay, is there actually a box that says this? So that's why we go back here and you need to make sure that you have this checkbox here because they do Go and check your website. Okay. Opt in message. We're going to go ahead and put the opt in message. Where is that? Right here. See how easy this is? Literally just copy and paste. Okay. And then hit submit. Okay. So I think there's one missing opt out confirmation. Is there an opt out confirmation? Might not be in here. I'm going to hit submit. So it's going to submit now. This doesn't go through right away. Campaign submitted brand approval might take up to seven days. Your campaign approval could take two to three weeks. And we'll see an OTP message which by the way is a text message which I think comes through instantly. Let me confirm that I got it right now. It did not come through yet. But keep a keep an eye out on your messages because it will come through to you and you'll have to say, yes, this is my phone number. So that's how you go. And sign up for a 2P registration. Hopefully this video was helpful. Again, I think the most valuable part of this is going to be the resources linked below this video. Click on those and if you're new here, my name is Dylan. I talk about marketing, talk about building, coaching brands and scaling your business. So subscribe if you haven't already or subscribe to my podcast, which is also linked below this and we'll see you guys in the next video. Peace.