🧙‍♂️ Just like magic!
Your A2P Compliance Kit is Ready!

🆕 Find the "Switch to manual setup" link (do NOT use the chat widget setup)

HighLevel now defaults to a "recommended" chat widget setup and has moved manual setup to a small link at the very bottom of the page that says "Switch to manual setup." Scroll all the way down and click it, that's the flow A2P Wizard is built for.

Don't be misled by the warning next to it. HighLevel says manual setup "requires longer approval times," but that only applies if you're filling it out yourself without guidance. With A2P Wizard, every field is pre-written and optimized for approval, you're just copying and pasting. Manual setup is the most reliable path to A2P compliance without needing access to your client's actual website.

Click to view full example ▼

✅ Next: scroll down to "Copy These Exactly Into Your Application" and paste each field into the matching section of your campaign.

👤 Registering as a sole proprietor? Same setup, just skip the EIN field, change the entity type to Sole Proprietor, and make sure your site is yourname.nebulabrandgroup.com

🛑 IMPORTANT: No EIN? The email type decides pass or fail.

No EIN (sole proprietor)? You MUST use a personal Gmail here. A professional or business email will cause the registration to fail.

Have an EIN? Use the A2P Wizard email above (or any professional email you have access to). It works fine for toll-free.

🛑 You MUST select "Web Form" as the Opt-In Type. If this is not selected, your campaign will fail.

🛑 You MUST check BOTH Marketing and Customer Support under Use Case Categories. Selecting only one, or picking a different category, gets you rejected.

✅ Copy the entire message content below in one shot. Do not edit or insert values.

✅ The use case, sample messages, and opt-in copy for toll-free are all included in this section above. Toll-free is self-contained, you do not need the shared copy-paste block below.

🛑 Sole prop with no EIN will ONLY work if the individual has no active EIN. If you're getting a brand rejection, they likely have an EIN associated with them somewhere. In that case, follow the same steps below but select that the business HAS a tax ID and enter it in the appropriate fields.

If the EIN is associated with a business name and not just their personal name, you'll need to register the business, not their name. A sole prop EIN registration will only work if they applied for the EIN using their full name.

🛑 If you do not check "My business is Not registered," the application will fail.

🛑 IMPORTANT: The email type decides whether you pass or fail.

No EIN? You MUST use a personal Gmail in the Authorized Representative email field. A professional or business email will cause the application to fail.

Have an EIN? A professional email can work, but we recommend trying a personal Gmail first. If you get a brand rejection, switch to the other.

✅ Next: scroll down to "Copy These Exactly Into Your Application" for the use case, sample messages, and opt-in copy.

🎥 Watch the Twilio Direct video guide

Follow along start to finish. Every field below is covered in the walkthrough.

▶ Watch the walkthrough

Video not loading? Open it on YouTube →

👤 Registering as a sole proprietor / individual? Same flow, with these differences: set the entity type to Sole Proprietor, skip the EIN, use the individual's full name as the business name, and use a personal email for the contact. (Twilio's exact field names may differ slightly; the full step-by-step is coming here soon.)

🛑 IMPORTANT: When registering the campaign, select the approved brand.

Make sure your brand has the A2P Wizard website on it before continuing. Then hit "Create new Messaging Service."

🛑 Next, Twilio asks "How do recipients consent to receive messages?" with a few radio buttons. Select "Web Form." If this is not selected, your campaign will fail.

⚠️ Do NOT modify this message. Paste it exactly as shown, including the brackets. [privacy_policy_link] and [terms_link] are intentional template placeholders. Do not replace them with actual URLs.

✅ Check ONLY these two boxes:

• Messages will include embedded links
• Messages will include phone numbers

🛑 Do NOT check either of these:

• Content related to direct lending or loan arrangement
• Age-gated content

Checking either of those two triggers extra vetting and is a common cause of rejection. Leave every other box unchecked as well.

🎥 Watch the Close.com video guide

Follow along start to finish. Every field below is covered in the walkthrough.

▶ Watch the walkthrough

Video not loading? Open it on YouTube →

📍 Where to find it in Close

Communication → Phone and Voicemail → US Compliance

You'll see two applications there: Trusted Calling (step 1) and TrustedSMS (step 2). Complete them in that order.

🛑 Business Address: use the REGISTERED address

Enter the company's registered address, which is often different from where they actually operate day to day. A mismatch here is a common rejection cause.

Not sure what's on file? Look the company up on OpenCorporates and use the address listed there.

🛑 Opt-in / Consent Method

For "How do end-users consent to receive messages?" select "Through a webform, booking link, sign-up page, or similar (Recommended)". Do not select Verbally.

Close asks whether your messages include age-gated content or relate to direct lending or loan arrangements. Answer both honestly based on what your business actually does.

Carriers review these selections and misreporting can get your campaign suspended, so don't guess. If either applies to you, check it and expect additional vetting. If neither applies, leave them unchecked and continue.

✅ Close accepts 2 to 5 sample messages. Submit all 5 below, more samples give the carriers a fuller picture and approve more reliably.

👤 Registering as a sole proprietor / individual? Same flow, with these differences: set the entity type to Sole Proprietor, skip the EIN, use the individual's full name as the business name, and use a personal email for the contact. (TextGrid's exact field names may differ slightly; the full step-by-step is coming here soon.)

⚠️ This is the field TCR vetting partners enforce most heavily. Paste the copy below exactly, it describes how users give explicit consent.

🛑 Select EXACTLY these. Getting any of them wrong can cause a rejection.

• Subscriber Opt-in: Yes
• Subscriber Opt-Out: Yes
• Subscriber Help: Yes
• Number Pooling: No
• Direct Lending or Loan Arrangement: No
• Embedded Link: Yes
• Embedded Phone Number: Yes
• Affiliate Marketing: No
• Age Gated Content: No