Set Up A2P Registration And Lead Capture Forms

If you're trying to set up an A2P registration for a phone number, let's start here.

Before you come into this area, make sure that your privacy link and terms of service are listed in your business details in your settings. Then, go to your business details and ensure your privacy link and terms and conditions are accurately shown.

Next, you'll want to come into lead capture and make sure that the lead form for contact us that you have listed on your website has these following links. First, what you'll want to do is either create a new form from scratch or from templates. In this example, I'll choose from templates. Next, I'll choose the contact form. As you can see on the contact form, we're requiring first name, last name, email, and phone. We're also asking how can we help. Next you'll want to come down and add in text opt-in options for promos and for text updates. Both of these boxes need to have the ability to be checked off or not checked off. They cannot be a requirement. You'll want to append policy links which this will connect to the business settings that you stored your privacy policy in terms of condition.

Choose next. Make sure that your default pipeline for any submissions is your sales, new lead, or whatever pipeline that you're putting it in. You can change your tag for the lead coming in, change your welcome message.

Thank you message, and also add tracking between TikTok, Facebook, and Google. After that, hit next, confirm your branding colors and any logo. Choose the notifications to be notified by email and they send it to address.

Click Next to proceed to the next step in the lead capture setup process.

Review the form preview. Save the form, then copy the iframe embed code.

Send the copied embed code to your website designer to add the form to your contact page.

Open the contact page after the form is embedded. Check that the policy links work and that the text-update and promotional consent boxes are separate, unchecked by default, and optional. This walkthrough covers form setup; carrier review determines A2P approval.