Phone Number Setup for SMS & MMS in Growth Suite

To start messaging investors via SMS or MMS, your phone number must be fully configured and compliant.

Quick Setup Overview:

• Purchase a number that supports SMS, MMS, and Voice.

• Complete Brand & Campaign Registration Process

Purchase a Number

Step 1: Go to Settings (bottom-left) then select Phone Systems.

Step 2: Click Add Phone number, Select Country from the dropdown. Then click Filters to refine results further on the basis of:

• • Digit or Phrases and match it with (first, last or any) part of the number.

  • Capabilities (SMS, MMS, Voice)

  • Number Type (Local or Toll Free)
    
    

Step 3: Clich Purchase the number to complete the process.

Brand and Campaign Registration

Since you are purchasing a Local number, if your plan is to send investor updates or mass messages, you should complete both the Brand and the campaign verification process to meet carrier and local regulations. This helps improve SMS rejections and better deliverability. 

• • Brand Registration 

  • Campaign Registration 

Steps to Create Brand Registration:

When you send SMS or MMS through GHL using a US number (A2P 10DLC system), carriers need to know your business is legitimate. Brand registration ties your business identity to your messaging number.

Brand Registration:

Section 1: Business Details

• Business Details: Legal name of your business (must match official registration).

• Business Address: Physical location of your business.

• Contact Info: Email and phone number for verification and support.

Purpose:

Verifies that your business exists and is legitimate. This is required before you can link your number for messaging.

Section 2: Submit Brand info: 

• • Business Brand Type: Choose the type of brand (LLC, Corporation, Sole Proprietor, or Organization).

  • Business Use Case: Describe how your business uses messaging (e.g., marketing promotions, transactional updates, customer notifications).

Purpose:
Carriers understand what your brand represents and ensure messaging aligns with your business type.

Campaign Registration:

Section 3: Campaign Details

Key Fields:

• Messaging Use Case: Explain the purpose of the messages (e.g., K1 Upload investor updates, Deal announcements, Distribution notices).

Click here for sample Use case descriptions & Sample Messages

• User Consent: Confirm that recipients have opted in to receive your messages (compliance with regulations like TCPA in the US).

If prompted for a Website URL, please link your Investor portal sign-up link (yourcompanyname.invportal.com/signup) to your website.

This link serves as your compliant opt-in form and ensures proper consent collection for SMS communications

Purpose:
Ensures that your messages are legal and compliant. Carriers use this to reduce spam and protect recipients.