How to Activate SMS – Drip Help Center

Currently, SMS is available to customers in the United States who have the Support All People feature enabled.

For a quick overview of what SMS features and capabilities look like in Drip, check out Quick Glance: SMS with Drip.

In this guide, we’ll cover the current process for enabling SMS for your account so you can launch your SMS marketing strategy.

Activating SMS

In short, getting started with SMS involves three main steps:

Submit the SMS Setup Form: Request SMS access for your Drip account
Submission Review: Await approval from Drip’s Deliverability and Compliance team, which will come with information on the next steps.
SMS Activation Application: Upon submission approval, complete a questionnaire to register your business and secure your SMS sending number through Twilio.

Of course, we’ll be there to help guide you along the way.

Step One: Request SMS Access

Navigate to Settings > SMS Setup to request SMS access.

Don't see the “SMS Setup” option? Contact us via the in-app chat widget or by emailing support@drip.com.
Review the SMS Overview, eligibility, pricing, and approval process before submitting your request.
- Completing the attached questionnaire enables the “Submit for review” button
- Once submitted, please allow up to 24 business hours (or 3 days) to hear back from our Deliverability and Compliance team.
  - Replies are sent to the email you are currently logged in as:

Questions asked when signing up for SMS Activation

Step Two: Pending Approval

While Drip’s Deliverability and Compliance team reviews your submission, you can prepare for the next phase by exploring the SMS Campaign Builder to create some draft campaigns and gathering your Twilio registration/SMS Activation details.

During the Pending Approval stage, you can:

Review Your Business Terms of Service: It is important to include proper language for SMS marketing in addition to email marketing as part of your Privacy Policy/ToS.
- This will prepare you for Step Three: SMS Activation, where you will need to provide a link to your ToS and Privacy Policy in SMS Set Up .
Preview the SMS Builder: Explore the editor within SMS Campaigns.
- Workflow SMS actions remain unavailable until SMS is fully enabled in your account.
Prepare SMS Activation information:
- While you will not be asked these questions until Approval is granted by the Deliverability & Compliance team, you can prepare ahead of time by reviewing the questions provided below in Step Three: SMS Activation.

Update your Website’s Privacy Policy/ToS

Protect your brand from SMS compliance issues by updating the Terms of Service/Terms of Use on your website.

With an up-to-date ToS and Privacy Policy, you’ll be ready to enter those URLs into the SMS Setup page once SMS is fully activated for your account.

SMS Setup Terms od service and Privacy Policy urls

Preview SMS Campaign Builder

SMS Campaign Editor Preview when SMS Activation is in Pending status

While you are under Pending Approval, you will not be able to send an SMS. However, you can get acquainted with the campaign builder, create some drafts, and set up a Virtual Contact Card.

Step Three: SMS Activation

Upon approval, the Deliverability team will reach out via email with the necessary questions to set up an SMS sending number. To get ahead of these questions, here is what you can expect:

> SMS Registration Questionnaire

• Legal Entity Name
• Website URL You Intend to Market
• First Name
• Last Name
• Email Address
• Contact Phone Number
• Country
• Address Line 1
• City
• State
• Zip Code
• Estimated Monthly Volume
• Opt-in Type
• Briefly describe your current Use Case for SMS
• Can you send us a screenshot of your opt-in form to confirm SMS opt-in (or a URL link to where it will be with an example form)
• Email address you want to use for notifications about your SMS account
• Please provide an example of a message you want to send

What Type of Business does your company fall into?
- Sole Proprietor
- Private Profit
- Public Profit
- Non-Profit
- Government
Business DBA Name (if different from Legal Entity Name)?
Business Registration Type
- EIN
- CBN
Business Registration Number
Business Registration Issuing Country

Once completed, Drip submits your questionnaire to acquire the sending number needed for full SMS Activation.

Please note: This review step is managed entirely by an outside party with its own process. A successful application can be approved within 72 hours. However, delays can occur if an application is rejected or requires additional review, as corrections must be made in order to resubmit the application.