Knowledge Base

E-Delivery

Phonexa SMS/MMS

Explore Phonexa's SMS capabilities and various use cases, along with a detailed technical description to maximize your communication strategies, in our comprehensive guide.

Toll Free Number (TFN) Registration

Phonexa's SMS/MMS feature offers businesses a powerful tool to enhance their communication strategies. SMS, or Short Message Service, allows the sending of short messages to and from mobile devices. With Phonexa's SMS/MMS, you can engage directly with customers, send automated messages, and more. This feature lets you include phone numbers registered in the Call Logic or Cloud PBX platforms in SMS Campaigns in E-Delivery, utilizing Phonexa's tracking phone numbers to help boost customer conversions.

Phone Number Directory

This section includes all numbers reserved in Call Logic and Cloud PBX platforms and allows you to request text enablement.
Read more about the Phone Number Reservation (for the Call Logic) in this Knowledge Base article.
Read more about the Phone Number Reservation (for the Cloud PBX) in this Knowledge Base article.
To view the section, go to the Phonexa SMS/MMS > Phone Number Directory.

You can narrow down the search results by using the following filters:

ID: Enter the order number of the record in the list.
Phone Number: Enter the reserved phone number.
Component: Select the component where the phone number has been reserved (Call Logic/Cloud PBX).
Type: Select the phone number type (Local/Toll Free).
Call Group: Select the Call Group from the list (applicable to Cloud PBX).
Product: Select the Product to which the phone number is assigned (applicable to Call Logic).
Status: Select the status of the phone number (Active/ Deleted/ Tracking Pool(applicable to Call Logic)).
Text Enabled: Select the status of the SMS/MMS feature for the phone number (No/ Yes/ Pending).
Last Updated: Select the time range of the most recent changes made to the phone number.

The Phone Number Directory list contains the following information:

ID: The order number of the record in the list.
Phone Number: The reserved phone number.
Component: The component where the phone number has been reserved.
Type: The type of the phone number.
Product: The name of the Product to which the phone number is assigned (applicable to Call Logic).
Call Group: The Call Group the phone number belongs to (applicable to Cloud PBX).
Status: The status of the phone number.
Code: The unique identification code of the phone number.
Last Updated: The date of the most recent changes applied to the phone number.
Text Enabled: The status of the SMS/MMS feature for the phone number.

To enable or disable the texting option (SMS/MMS) for the phone number, switch the toggle in the “Text Enabled” column and click the “OK” button in the pop-up window. The status of the “Text Enabled” feature will change to “Pending”. Note: It can take up to 48 hours to change the status and display it in the list.

To complete the registration after the texting feature is enabled, click the “Registration Required” button in the “Registration” column. The system will redirect you either to the “Toll Free Number (TFN) Registration” section (for Toll-Free numbers) or the “A2P 10DLC Registration” section (for Local numbers).
Once the registration for the toll-free or local numbers is completed, you can set up a Delivery Channel with the “Phonexa ESP SMS” integration for your SMS Campaign in E-Delivery.
Read more about the Delivery Channels for the SMS Campaigns in this Knowledge Base article.

Read more about How to Create an SMS Campaign in this Knowledge Base article.

Toll Free Number (TFN) Registration

Toll-free numbers are essential for providing accessible customer service and establishing a national presence. Businesses utilize toll-free numbers for customer service and support lines, allowing customers to reach them without incurring charges. These numbers are often employed in advertising campaigns to encourage potential customers to call without hesitation. They are also effective in advertising campaigns, encouraging potential customers to call without hesitation and helping companies project a unified image across different regions.

All Toll-Free numbers must pass the verification with the carrier before they can be used for SMS messaging in the United States.

You can manage the list of registration requests or add new registrations in the Phonexa SMS/MMS > Toll Free Number (TFN) Registration section.

The Registration History block contains the following information:

Campaign Name: The name of the registration request.
Status: The status of the registration request.
Toll Free Number(s): The phone number that requests the registration.
Submission Date: The date and time when the registration request has been submitted to the system.
Last Updated: The date and time of the most recent changes made to the registration request.

To add a new registration request, click the “Start New Registration” button and fill in the following information:

Campaign Name: Enter the name of the registration request.
Phone Numbers: Select one or multiply phone numbers for the registration.

Click the “Save” button to proceed.

Click the “Configure” button to proceed with the registration process.

In the “Business Information” section of the registration questionnaire enter your contact details and location information.

In the “Business And Contact Information” block fill in the following information:

Legal Entity Name: Enter the legal name of your company.
ISV Reseller: Select whether you are an ISV reseller.
First Name: Enter your First Name.
Last Name: Enter your Last Name.
Email: Enter the email address.
Phone Number: Enter the phone number.
Website URL: Enter the company's website URL.

In the “Business Location” block fill in the following information:

Country: The Phonexa SMS/MMS feature is available only for clients from the US region.
Street Address: Enter the address of your company.
Street Address Line 2: Enter the address of your company.
City: Enter the city where your company is located.
State: Enter the state where your company is located.
Postal/Zip Code: Enter your postal or Zip code.

Click the ”Next” button to proceed.

In the “Message Use Case” section fill in the following information:

Estimated Monthly Volume: Select the estimated number of messages to be sent from the registered number(s).
Use Case Categories: Select the categories related to the content of your messages.
Opt-in Workflow Image: Enter the image URL showing the workflow where you want to apply the registered phone number(s). You can upload files into the system by clicking the corresponding icon.
Opt-in Workflow: Describe the workflow where you want to apply the registered phone number(s).
Use Case Descriptions: Describe the use case of the content sent via registered phone number(s).
Message Content: Enter an example of the message content.
Additional Information: Enter the additional information.

Click the “Next” button to proceed.

In the “Review And Submit” section review the information you have entered in previous steps, check the “I agree to the above information is correct” box, and click the “Submit” button to complete the process.

Check the “Use the provided Business Information as a template for the current Legal Entity Name” box to save the business information for the corresponding Legal Entity Name.

During further registrations when you enter three or more symbols, the system will perform a search for matches between the entered value and the Legal Entity Name for which there is a saved template. When you select the template, the system will autofill all data from the template.

To save changes and proceed with the questionnaire later, click the “Save and Continue Later” button at the bottom of the page.

If the TFN registration attempt fails, click the “Edit to Resubmit” button in the “Actions” column to change the information entered into the questionnaire and resubmit.

To edit the information entered into the questionnaire, click the “Edit” button in the “Actions” column.

To remove the registration questionnaire from the system, click the “Delete” button in the “Actions” column.

To view the information in the questionnaire, click the “View” button in the “Actions” column.

Note: Please make sure that you enter valid information about your company and do not send any fraudulent information. In case any fraud or invalid information is submitted with the registration questionnaire, you will receive the “Rejected” status for the phone number(s) registration.

Once the registration of the phone number succeeds, the status of the questionnaire is changed to “Approved”. Note: It can take up to 6 weeks to change the status and display it in the report.

A2P 10DLC Registration

A2P 10DLC, also known as local numbers, helps businesses establish a strong connection with their community and target specific regions. These numbers convey a local presence, making them effective for marketing to regional customers. Local businesses, such as restaurants and retail stores, use them to foster community engagement. Additionally, companies with multiple locations utilize local numbers to offer region-specific services while maintaining a cohesive brand.

Passing the Brand and Campaign registration with the carrier for local numbers allows you to enhance throughput and reduce blocking, as well as enable mobile terminating carriers to vet and verify the content passing through their network.

Note: In general usage, "local number" is more commonly used and understood because it simply refers to any standard 10-digit phone number that is local to a specific area or region. However, in the context of SMS marketing and high-volume messaging, "A2P 10DLC" (Application-to-Person 10-Digit Long Code) is more common due to its specific advantages and regulatory compliance.

To manage the list of registration requests, go to the Phonexa SMS/MMS > A2P 10DLC Registration section.

The list of the Brand Registrations requests contains the following information:

ID: The unique identification number of the registration request.
Brand Name: The name of the Brand.
Status: The status of the registration request.
Submission Date: The date and time when the registration has been submitted.
Last Updated: The date and time of the most recent changes applied to the request.

To add a new registration request, click the “Start Brand Registration” button and enter the name of the Brand. Click the “Save” button to proceed.

Click the “Configure” button in the pop-up window to proceed with the registration process.

In the “Business Details” section enter the following information:

Enter the 9-digit US EIN (Tax ID) to initialize Customer Profile: Enter your Employer Identification Number.
Legal Business Name: Enter the legal name of your company.
Business Identity: Select the type of your business identity.
- Direct Customer: Check the radio button if you use Phonexa internally or with customers.
- ISV, Reseller or Partner: Check the radio button if you use Phonexa for the Product that you sell to customers.
- I do not know: Check the radio button if you are not sure how to describe your business identity.
Business Type: Select the type of your business.
Stock Symbol: Enter the Stock Symbol (for Publicity Traded Companies only).
Stock Exchange: Select the Stock Exchange market you use (for Publicity Traded Companies only).
Business Industry: Select the industry you are working in.
Website URL: Enter your company's website URL.
Contact Email Address: Enter the email address.
Contact Phone Number: Enter the phone number.

Click the “Next” button to proceed.

In the “Contact Information” section enter your business address (as it appears in the EIN listing) and the contact details of your authorized representative:

Street Address: Enter the address of your company.
City: Enter the city where your company is located.
State: Enter the name of the state where your company is located.
Country: The Phonexa SMS/MMS feature is available only for clients from the US region.
Postal/Zip Code: Enter your postal or Zip code.
First Name: Enter the First Name of your representative.
Last Name: Enter the Last Name of your representative.
Phone Number: Enter the contact phone number of your representative.

Click the “Next” button to proceed.

In the “Review Brand Details” section review the information you have entered in previous steps, check the “I confirm that the above information is accurate and I give my consent to a one-time $4 A2P Brand Registration Fee” box and click the “Submit” button to complete the process. Note: Phonexa does not currently charge a markup on 10DLC fees.

To save changes and proceed with the registration later, click the “Save and Continue Later” button at the bottom of the page.

To edit the information entered into the questionnaire, click the “Edit” button in the “Actions” column.

To remove the registration request from the system, click the “Delete” button in the “Actions” column.

To view the information in the questionnaire, click the “View” button in the “Actions” column.

Note: Make sure that you enter valid information about your company. If any invalid information is submitted with the registration questionnaire, you will receive the “Rejected” status for the Brand registration.

Click the “View” button to display the message from Telnyx with the reject reason in a pop-up window.

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Click the “Edit” button and the system will forward you to the corresponding Brand registration page.

Once the registration of the Brand succeeds, the request status is changed to “Approved”. Note: It can take up to 6 weeks to change the status and display it in the report.

Once your Brand registration is approved, you can create a registration request for the Campaign.

The list of the Campaign Registrations requests contains the following information:

Campaign Name: The name of the registration request.
Status: The status of the registration request.
10DLC Number(s): The local phone number(s) added to the Campaign for registration.
Connected Brand: The Brand connected to the Campaign.
Submission Date: The date and time the request has been submitted.
Last Updated: The date and time of the most recent changes applied to the request.

To add a new registration request, click the “Start Campaign Registration” button and enter the name of the Campaign. Click the “Save” button to proceed.

Click the “Configure” button in the pop-up window to proceed with the registration process.

In the “Campaign Information” section enter the following information:

A2P Brand: Select the Brand connected to the Campaign.
A2P Campaign Use Case: Select the use case for the Campaign.
A2P Campaign Sub-Use Case: Select the sub-use case for the Campaign (for Mixed / Social / Charity / Political / Low Volume Mixed / Carrier Exemptions / Sole Proprietor use cases).
Campaign Description: Enter the description of how the Campaign will interact with the customer.
Sample Message #1: Enter the example of the message sent by Campaign. Click the “+” button to add more examples.
Message Contents:
- Include Embedded Links: Check the box to allow the inclusion of the embedded links in the message.
- Include Phone Numbers: Check the box to allow the inclusion of the phone numbers in the message.
How do end-users consents to receive messages?: Describe the flow of how the end-user consents to receive messages from the Brand for this Campaign.
Opt-in Keywords: Enter keywords the user can use to opt-in for the Campaign.
Opt-in Message: Enter the example of the message the user receives after a successful opt-in.

Click the “Next” button to proceed.

In the “Review And Submit” section review the information you have entered in previous steps, check the “I confirm that the above information is accurate and I give my consent to a one-time A2P Campaign Registration application fee.” box and click the “Submit” button to complete the process. Note: Phonexa does not currently charge a markup on 10DLC fees.

To save changes and proceed with the registration later, click the “Save and Continue Later” button at the bottom of the page.

Note: Make sure that you enter valid information about your Campaign. In case any invalid information is submitted with the registration questionnaire, you will receive the “Rejected” status for the Campaign registration.

Once the Campaign registration succeeds, the request status is changed to “Approved”. Note: It can take from three days to a couple of weeks to change the status and display it in the report.

To edit the information entered into the registration questionnaire, click the “Edit” button in the “Actions” column.

To remove the registration request from the system, click the “Delete” button in the “Actions” column.

To view the information in the questionnaire, click the “View” button in the “Actions” column.

To view or add phone numbers connected to the Brand of the approved Campaign, click the “Phone Numbers” button in the “Action” column. To request the texting option for the phone number, switch the “Registration” toggle in the “Phone Numbers” pop-up. Note: It can take up to 48 hours to enable the option.