Phone System · 2 min read
Register Your A2P Campaign with the Chat Widget Setup
The chat widget setup is a guided way to register your A2P campaign. Answer a few questions and a consent chat widget is created for your website, with the required disclosures built in.
What the guided flow does for you
- Filters use cases to match the messaging type you choose.
- Flags conflicts: if you choose marketing and your messages involve financial services or loans, you're asked to switch to informational.
- Adds age checks: for age-gated, financial or loan-related content, a required date of birth field is added.
- Builds the widget with your business name, how often you'll text, "Msg & data rates may apply", and STOP/HELP instructions. You can change only the colors and header text.
- Shows a locked review screen with your consent fields, sample messages and opt-in method before you submit.
Before you start
- Your A2P brand registration is approved or able to continue.
- You have a live, public website for the same business you registered.
- The site has a Privacy Policy and Terms & Conditions.
- You know whether your texts are marketing, informational or both.
Register your campaign
- Go to Settings → Phone System → Trust Center.
- After brand registration, campaign registration opens in Chat Widget Setup. If you already collect SMS consent another way, such as a website form, paper form or verbal opt-in, choose Manual Setup instead.
- Choose your messaging type:
- Marketing / Promotional: offers, ads, discounts and newsletters
- Informational / Non-Marketing: reminders, confirmations and service updates
- Mixed: both. The use case is set to Low Volume Mixed automatically.
- Answer the questions about your content, including financial, loan or age-gated topics.
- Preview the widget. For Mixed, check that it has two separate consent checkboxes, one for informational and one for marketing messages, and that neither is pre-checked.
- Copy the embed code and add it to the web page you confirmed during setup. The widget should be the only form on that page collecting SMS consent.
- Confirm your website meets the requirements: live and public, clearly your registered business, with contact details, a Privacy Policy, Terms & Conditions and the opt-in on the submitted page.
- Click Review Application to run the compliance check, then submit.
- Check your campaign's status under Campaigns.
Switched to Manual Setup and changed your mind? Select Chat Widget Setup from the campaign details step.
Before contacting support
- Your brand is approved or able to continue.
- The messaging type matches what you actually send.
- For Mixed, the use case shows Low Volume Mixed and both checkboxes appear unchecked.
- The widget is live on the submitted page, and no other form there collects SMS consent.
- You've reviewed any compliance suggestions before resubmitting.