Accessing RocketCRM:
Open the RocketCRM web portal for your company using a web browser.
Log in with your credentials.
Navigating to Phone Number Registration:
Locate the left-side menu panel.
Scroll to the bottom and select the Settings section.
Scroll down the left-side menu and click on Phone Number.
Click on Trust Center at the top.
Starting the Registration Process:
Click on the Start Registering Now button.
Ensure that the Registration Country is correct and click Continue.
Filling Out Business Details:
On the next three pages, fill out all required business details correctly.
Click Continue on each page after verifying the information.
Choosing Brand Type:
Select your Brand Type.
Click to acknowledge the terms under it.
Click the Continue button.
Providing Use Case Description:
Under the Use Case Description section on the right side, click on See Example.
Click to copy the example messaging.
Paste the messaging into the text box and replace "company_name" with your actual company name.
Providing Sample Messages:
Under Sample Message #1, click on See Example.
Click to copy the example messaging.
Paste the messaging into the text box and replace "company_name" with your actual company name and the phone number with the actual number you want to use for SMS.
Under Sample Message #2, click on See Example.
Click to copy the example messaging.
Paste the messaging into the text box and replace "company_name" with your actual company name and the web address with the actual company web address.
Click Continue to proceed.
Providing Consent and Opt-in Details:
Under How do leads/contacts consent to receive messages?, click on See Example.
Click to copy the example messaging.
Paste the messaging into the text box and replace the web address and phone number with actual details.
Under Opt-in Message, click on See Example.
Click to copy the example messaging.
Paste the messaging into the text box and replace the relevant information.
Submitting the Registration:
Once all required details are filled out correctly, click the Submit button.
Completion:
Once all steps are completed, your phone number will be successfully registered for A2P messaging in RocketCRM.
Click "Settings"
Click "Phone Numbers"
Click "Trust Center New"
Click "Start Registering Now"
Make sure the registration country is correct.
Click Continue.
Make sure all required information is filled in correctly.
Click Continue
Make sure all required information is filled out correctly.
Click Continue.
Make sure all the required information is filled out correctly.
Click Continue.
Choose your brand type.
Click here to acknowledge.
Click Continue.
Click here.
Click to copy the messaging that will be used.
Paste the messaging in the text box and replace the "company_name" text with your actual company name.
Click here.
Click to copy the messaging that will be used.
Paste the messaging in the text box and replace the "company_name" text with your actual company name and the phone number with the actual number you want to use for SMS.
Click here.
Click to copy the messaging that will be used.
Paste the messaging in the text box and replace the "company_name" text with your actual company name and the web address with the actual company web address.
Click Continue.
Click here.
Click to copy the messaging that will be used.
Paste the messaging and replace the wed address and the phone number.
Click here.
Click to copy the messaging that will be used.
Paste the messaging and replace the relevant information.
Click Submit.