How to Add Texting (SMS Messaging) To Your Ooma Office Account [Pro]
Texting, also known as SMS messaging, is a powerful way to communicate with customers. Ooma Office subscribers with the Ooma Office Pro or Ooma Office Pro Plus plans have the option of adding SMS to their accounts at no extra charge.
To get started, call Ooma customer support at 866-939-6662 to request texting for your account.
The customer support team will send you a link to a registration page. You must fill this form out so that customer support can register your business with The Campaign Registry (TCR). All businesses that want to send SMS messages must register with TCR to satisfy new regulatory requirements in the telecommunications industry. You can learn more about TCR here: https://www.campaignregistry.com/
You will be notified when texting has been activated for your account, typically within 7 days of when you complete the registration form.
Please be aware that if there are changes in how the telecommunications industry manages SMS messaging, Ooma may change this process or collect additional information in the future without notice.
How to Register for Texting
TCR requires service providers such as Ooma to have their customers complete a registration process provide identifying information. Ooma will not enable text messaging on your account until this process has been completed.
TCR charges fees for registration and usage. Some of these fees are currently being covered by Ooma, but others may be passed along to customers.
Ooma’s registration page, which you access by contacting our customer support team, will ask you to enter the following identifying information: You can find more information on how to fill these fields here:
- Main number – the primary number of your Ooma Office account.
- Company name – the exact name of your business as it is listed with the Internal Revenue Service or on the state business registration form.
- Industry vertical – the type of business such as retail shop, accounting firm, restaurant, dental office, etc.
- Company website – the URL of your company’s business website. This website must be functional; a placeholder website will not suffice. If there is no website, you can enter a link to your company’s page on Facebook, Instagram, LinkedIn or another social media site.
- Legal form of corporation – the structure of your business. The choices are private, public, charity/non-profit or government.
- Country of registration – the choices are the United States or Canada.
- Address – the street address of your business, which must match IRS records.
- Company Tax ID – the Employer Identification Number (EIN) or Taxpayer Identification Number (TIN) for your business. Customers in Canada can enter their federal or provincial tax number.
- Company contact name – the point of contact for any questions from TCR.
- Company contact email – the email address of the contact person.
- Company contact phone – the phone number of the contact person.
- Phone numbers to be enabled for messaging – a list of the numbers that for which you want to enable texting.
Next, you will be asked to provide information on how your company uses texting. There are several text boxes where you enter descriptive information:
- Messaging Use Case
- This is a short description of how your business plans to use texting.
- Customer Messaging Consent Acquisition
- This is a description of how you will ask customers for permission to send them text messages, how you will let them withdraw permission, and how customers can request help.
- This could be “Motors R Us would like to use SMS to confirm customer appointments, to schedule work hours, and for general customer support.”
- Opt-in Message
- An example of the message customers who have opted in will receive. You must include your business name and disclaimers about messaging and data rates, and about messaging frequency.
- This could be “Thanks for agreeing to receive messages from Motors R Us. Messaging frequency may vary and messaging and data rates may apply. Reply YES to confirm or reply STOP to unsubscribe.”
- Opt-out Message
- An example of the message who have opted out will receive. You must include your business name as part of the message.
- This could be “You have been removed from the Motors R Us SMS contact list. Reply YES to resume.”
- Response to a Help Request
- An example of the message a customer will receive if they text HELP to your business.
- This could be “Please call Motors R Us at 408-555-1212. Press 1 for customer service.”
- Sample Message 1
- This is an example of a message you would send to a customer, including opt-out language.
- This could be “Your car is fixed and ready to pick up. Reply STOP to unsubscribe.”
- Sample Message 2
- A second example.
- This could be “We’re offering $25 off the cost of an oil change for your car through the end of the month. Reply STOP to unsubscribe.”
Direct Lending and Loan Disclosure
If your brand deals in any sort of direct lending or loan arrangement, please let our Customer Care team know. You will need to provide specific details so our Customer Care team can guide you through any additional registration requirements.
This includes the following situations:
- Brands like car dealerships that arrange financing
- Brands like banks or credit unions that arrange mortgages
- Brands like an HVAC dealers, home remodelers, or e-shop owner that offers financing through a third party like PayPal or Affirm
Contact Us and Privacy Policy
Your company website must have a Contact Us page and a clear link to a privacy policy. You can see an example of the Contact Us page here.
Notably, the Contact Us website should have the following disclaimers:
- By clicking SUBMIT you consent to receiving SMS messages
- Messages and Data rates may apply. Message frequency will vary
- Reply Help to get more assistance
- Reply Stop to Opt-out of messaging
The privacy policy should be easy to access from anywhere on your website. It must also be worded clearly, like in the following example:
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.
Questions? Call Ooma’s customer support at 866-939-6662.