Pre-Flight Checklist

Goal: Confirm everything is ready before we submit your brand for approval. Estimated Time: 10 minutes

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What This Covers

• Brand and business readiness
• Message and link requirements
• Opt-in / opt-out and privacy checks
• Submission review tips

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🧭 Why It Matters

Before your campaign can go live, carriers require that all brand, message, and consent details are correct and consistent.

💡 Treat this as your “pre-launch audit.” Complete everything here before submitting your campaign registration.

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✅ Brand & Business Information

• Use a branded business email (no Gmail, Yahoo, or Outlook).
• Provide your tax ID for brand verification.
• Confirm legal business name matches your tax ID and public brand identity.
• Verify business address matches your website and registration forms.
• Ensure your website URL is live and reflects your brand name and services.

⚠️ If any of these don’t match exactly, your submission may be rejected.

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💬 Messaging & Content

• Include at least two realistic sample messages with brand name.
• Confirm your campaign description matches your use case (e.g., marketing, alerts, support).
• Verify no prohibited (SHAFT) content — Sex, Hate, Alcohol, Firearms, or Tobacco.

💡 The more complete and realistic your samples are, the faster they get approved.

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🔗 Links & Privacy

• Ensure your Privacy Policy and Terms of Service are live on your website with your verified domain.
• Avoid link shorteners (Bit.ly, TinyURL). Use full URLs from your site.
• Confirm all links open properly.

💬 Full transparency is required — every link and form must be live, clear, and verifiable.

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🚀 Final Review Before Submission

• All brand and business info is consistent across platforms.
• Privacy and Terms links are active and accurate.
• Campaign registration form is complete (no placeholders).

Your account will then be reviewed by your CSM.

✅ When all boxes are checked, your campaign is ready for submission. Please use the secured form your Customer Success Manager sent via email.