Before Starting your A2P application and creating your customer profile you must have an A2P approved website. You cannot apply for A2P without this. If you do not have a website, not a problem OfferBolt has a pre-built A2P approved website template all you need to do is connect your domain to the website (click here to learn how to connect your domain) and some editing to get your website customized to your brand. Click here to learn how to edit your website templates. If you have your own website you must have an optin in form on your site. Click here to see what an A2P approved opt in form looks like. Once you have your website complete please proceed to creating your customer profile.
In Order to apply for A2P you will need to create a Customer Profile prior to getting to the A2P step. This also needs approval and is usually approved or denied within minutes.
On your main Twilio console Page navigate over to the Admin menu on the top right, from the drop down select Account trust hub.
Next you'll want to click on "Create Primary Customer Profile"
Be sure to select register under "Low-Volume Standard"
If your business is in the US or Canada Select "yes" then select continue
Select "Yes, the business I'm registering has a tax ID"
Select "Yes, I would like to register as a Primary customer profile"
Create Primary Profile
Business Information
Select the direct customer selection as you are using it for your own business.
Enter your business type. The most common type will be Limited Liability Corporation (LLC) you can find this on your articles of organization.
Select the industry you are in. Most will be real estate but you should check your articles of organization as it will list it on there.
Enter your EIN number as it's written on your EIN document
Select the country your business is registered in
Enter all areas in red. ensure to select "Direct Customer" for business identity
Be sure to enter your website url. ensure to enter https:// prior to the www.yourwebsite.com as shown above.
Next you'll want to complete the general information form. Ensure you enter your Legal Business name EXACTLY as it's listed on your EIN Documentation
Your physical business address is the address that was used to register your business. If you used an agent to register this may use their own address. Please verify the address. If you are unsure where to look you can look at opencorporates.com to check this.
The Profile friendly name is for your internal reference that means it can be name anything, although we do suggest using the business name for this in case you ever decide to add any other profiles to your Twilio account
Point of contact
Enter your first and last name
Enter your business email or an email address with your business name in it. ie: [email protected]
Enter your best contact number either your cell phone or landline.
Enter your business title, you can find it listed on your EIN document or operating agreement.
Select from the drop down that best describes your position.
Notification settings
Enter your email that you would like to use to receive notifications for the status of your profile review.
Terms of service and privacy policy
Be sure to check the box and then select next when complete
🥳 You have completed the submission of your customer profile. Once submitted you will see a screen that will show you that they are reviewing your submission. You response will be there or you can check under the trust hub tab on the left click on customer profiles.🎉
Once your Customer Profile has been submitted and approved the next step will be the submitting your brand click here to learn how to submit your brand.