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What to Expect on Your Onboarding Call

To get your account fully set up and ready to send review requests by SMS and email, we’ll walk you through a few quick verification steps required by carriers and email providers.These details help ensure your messages are delivered reliably and comply with industry regulations - we’ll guide you through everything step-by-step.

For SMS Review Requests

To send text messages to your customers, you’ll need to complete A2P registration (a one-time industry requirement for business texting).
[Learn more about A2P registration →]

Business Name – The official name of your business.
Business Address – Your physical business address (used for verification).
Tax ID or EIN – Required for certain A2P registrations.
Business Type – For example, retail, healthcare, or education.
Contact Details – A valid business phone number and email (your email domain should match your business name).
For Email Review Requests

To send emails from your domain, we’ll help you securely connect it to our system so messages come directly from your business, not a third-party address.You’ll need:

Domain Name – e.g., www.example.com.
Login Details for your domain registrar or hosting account (like GoDaddy, Bluehost, or Namecheap).
DNS Access – We’ll guide you in adding SPF, DKIM, and DMARC records to verify and protect your email identity.

Your privacy and data security are our top priority. All information shared during the call is used solely for setup and compliance and is never stored or shared without your consent.