ClickSend for Text Messaging

Set up ClickSend for text messaging

Use this guide to create a ClickSend account, purchase a toll-free number, register the number, document customer opt-in, and prepare contact lists for messaging.

Before you begin

• Have your company legal name, EIN, address, website or social media page, and customer support email ready.
• Have a payment method available.
• Plan for toll-free number approval to take approximately 3-7 days.

1. Create your ClickSend account

1. Go to ClickSend sign-up.
2. Complete the sign-up form to start your account.

2. Purchase a toll-free number

1. In the left navigation, under Sending ID, select Buy a number.
2. Select Toll Free Number. Do not select a local number.

Note: You can return to this page later from Sender IDs > Buy A Number.

1. Confirm that the country is United States.
2. Confirm that Use for is set to SMS & MMS.

When prompted, enter the confirmation code sent to your email address.

On the next screen choice ONLY UNITED STATES OF AMERICA

Review and accept the ClickSend conditions, then select Next.

Read the displayed information.

 select Next, enter your payment information, and continue to registration.

3. Register the toll-free number

Create a point of contact

1. Select Register your TFN.
2. Create a point of contact and enter the requested contact information.

3. 

Enter business details

Field	What to enter
Legal Company Name	Your company's legal name
Business Customer Support Email	Your customer service email address
Active Company Website or Social Media Link	Your company website or active social media URL
Country of Registration	United States - EIN
Business Registration Number	Your EIN or tax identification number
Business Registration Type	Private Profit
Company Address	Your company's registered address

4. Describe your messaging use

Message type	Alerts & Notifications
Message purpose	Transactional only
Monthly volume estimate	Enter your estimated monthly volume
Who you message and why	Important to copy this text exactly: We are a school portrait photography company. We use SMS to send our clients a link to their online photo gallery so they can see and purchase their photos. Clients opt in by providing consent during the sign-up or photography phase of our transaction.
Use samples such as the following in the registration form:	Update this text with your studio name: [StudioName]: Your photo gallery is ready to view. Visit the link to see and purchase your photos. https://ospgo.com/123456 Reply STOP to unsubscribe. Your gallery is ready. Visit the link to see and purchase your photos. https://ospgo.com/123456 Reply STOP to unsubscribe, HELP for help.

5. Document recipient opt-in

For How do recipients opt in to receive your messages?, enter exactly:

Clients opt in by providing consent during the sign-up or photography phase of our transaction.

Add an example registration URL, such as https://wephotos.ordersportspix.com/reg/86479, using a current project link from your own account.

Create proof of opt-in

1. Open a project in OrderPix.
2. Select the Options tab.
3. Select the Links tab.

4. Under Print a Registration QR Code sign, select Visit.

   

5. Take a screenshot of this page and save it. You will add it to the form under Upload proof of opt-in

6. 

7. Return to the ClickSend form and upload the screenshots under Upload proof of opt-in.

6. Submit the registration

1. Review the information in the registration form.
2. Select Submit.
3. Confirm that ClickSend displays a submission confirmation.
4. Allow approximately 3-7 days for approval.

After the toll-free number registration is complete, register the website ospgo.com when prompted.

You're ready to send. Confirm that your toll-free number is approved, your contacts are in the correct list, and your SMS template includes the correct studio name, gallery link, and opt-out language before sending.