[ A2P ] Quick Setup: Pre-Built A2P Campaign (Widget-First) Registration Flow

Important: For a complete overview of all steps and best practices involved in the A2P 10DLC registration process, please refer to the main article: "A2P 10DLC Campaign Approval Best Practices."

The  Quick Setup (Pre-Built A2P Campaign) registration flow is a structured campaign submission experience designed to:

  • Improve compliance accuracy
  • Reduce carrier rejections
  • Eliminate manual compliance writing
  • Prevent classification errors
  • Streamline the A2P registration process

This flow enforces a Chat Widget–based opt-in method and automatically applies carrier-aligned compliance standards.

By locking required compliance elements and auto-generating mandatory disclosures, the system significantly reduces submission errors and approval delays.

Important Note: This campaign registration flow is not available for:

  • Mixed use-case campaigns
  • Sole Proprietor (Sole-prop) campaigns
Accessing the Pre-Built Campaign Flow

Users can now select “Quick Setup” when starting Campaign Registration in the Standard A2P flow.


This guided experience:

  • Enforces Chat Widget as the only opt-in method
  • Automatically generates compliant consent language
  • Locks required compliance elements
  • Prevents financial and marketing misclassification
  • Reduces rejection risk
  • Automatically attaches the compliant widget to the campaign

IMPORTANT NOTE- READ BEFORE SELECTING "CHAT WIDGET"


If you are selecting Chat Widget for your A2P campaign

  • You MUST remove consent checkboxes from all other forms on your website.
  • Having consent checkboxes on other forms while using Chat Widget as your opt-in method may result in Campaign rejection.

Before Proceeding:

1. Remove consent checkboxes from all website forms

2. Ensure Chat Widget is the only opt-in method being used

Messaging Use Case Selection

Messaging Use Case Selection defines the type of messages your campaign will send and determines how the campaign is categorized during registration.

The flow includes a structured two-step selection process.


Step 1: Message Type

Option

Description
Marketing / Promotional Advertising, offers, sales, promotions
Transactional / Non-Marketing Informational or service-related messages

Step 2: Use Case Selection

The available use cases depend on the selected message type.

If Marketing / Promotional is selected

  • Only Marketing is available.

If Transactional/Non Marketing is selected:

  • the system automatically assigns Customer Care.

For transactional Chat Widget campaigns, use case selection is not shown as a user choice.


Why This Structure Matters

This controlled selection process:

  • Prevents incompatible combinations
  • Reduces classification errors
  • Aligns campaigns with carrier requirements
  • Decreases rejection rates

Automatic Age Gating (Carrier-Compliant)

Age gating is automatically enforced when:

  • Age-gated content is selected


When Triggered:

Action

System Behavior
Age-gated checkbox selected Date of Birth (DOB) field appears
DOB field Mandatory and non-removable
Submission Blocked until DOB is completed

Imporatn Note:

1. If age-gated content is not selected, the DOB field does not appear.

2. This ensures automatic compliance for regulated industries.

Auto-Generated Compliance Widget

The system automatically generates a compliant Chat Widget that includes:

  • Business name injected into disclosure language
  • Required disclosure text
  • STOP/HELP instructions
  • Data rate disclosure
  • Message frequency disclosure
  • Campaign attachment
  • Embed code generation


Locked Compliance Controls

Users cannot:

  • Edit disclosure text
  • Remove required fields
  • Add custom compliance fields
  • Modify compliance language
  • Select alternative opt-in methods

This ensures consistent compliance and reduces manual errors.

Widget Structure

Required (Locked Fields)

Field

Status
Phone Number Mandatory
Disclosure Block Locked
STOP/HELP Language Locked
Data Rate Disclosure Locked
Message Frequency Disclosure Locked


Conditional

Field

Condition
Date of Birth Mandatory if age-gating is triggered

Optional

Field

Editable?
Name Yes
Message Field Yes
UI Styling (colors/header only) Yes

Removed

Removed Item

Reason
Email Field Not required for SMS compliance
Custom Compliance Fields Prevents deviation from carrier-approved language
Editable Disclosure Text Prevents compliance violations
Opt-in Method Selector Widget-only enforcement

For Marketing / Promotional campaigns:

  • A dedicated Marketing Consent checkbox is now included.
  • The checkbox is mandatory before submission.
  • Users cannot proceed without explicitly confirming marketing consent.

This adds an additional compliance safeguard for promotional messaging.

Read-Only Widget Preview

Users can preview:

  • The full widget
  • Disclosure placement
  • DOB field (if triggered)

The preview is non-editable to maintain compliance integrity.


Compliance Reminder When Copying Widget Code

When you click Continue, you are presented with a compliance reminder that highlights an important requirement:

  • The Chat Widget must be the only SMS opt-in method on the website.
  • Users must remove SMS consent checkboxes or disclosures from all other website forms such as contact forms, lead forms, landing page forms, or appointment forms.

This reminder helps ensure businesses configure their websites correctly before proceeding with the campaign setup and helps prevent A2P campaign rejections due to multiple SMS opt-in methods.

Prior to submission:

  • Required fields are auto-filled
  • Compliance sections are locked
  • Sample messages are generated
  • Opt-in method is defined
  • Website compliance checklist confirmation is required

This final review ensures that all compliance elements are correctly configured before submission.


At this stage, users cannot:

  • Edit disclosure text
  • Remove required fields
  • Add consent checkboxes
  • Edit any compliance fields
  • Select alternative opt-in methods

All compliance elements remain non-editable to ensure consistency and prevent submission errors.


Important:

The Business Website Compliance Checklist now includes an additional confirmation item requiring users to verify that:

  • The Chat Widget is the only SMS opt-in method on the website, and
  • SMS consent checkboxes or disclosures have been removed from all other website forms or flows.

This ensures customers review and acknowledge this requirement earlier in the campaign setup process.



AI Validation for Chat Widget Installation


We now automatically validate that the LeadConnector Chat Widget is present on the business website URL submitted during Brand setup.


This AI-based validation scans the website to confirm that the chat widget has been correctly installed. The validation occurs when users click on “Review Application”, triggering a Compliance Review that checks whether the LeadConnector chat widget is integrated on the website.


This helps prevent campaign submissions where the chat widget has not yet been integrated, reducing the likelihood of campaign rejections due to missing or incorrect SMS opt-in implementation.


Required Confirmation Before Campaign Submission


After the compliance validation is completed and users click Submit Application, a Submission Review Confirmation dialog appears.


Before the campaign can be submitted, users must confirm compliance by selecting the required checkboxes acknowledging that.


Once these confirmations are checked, users can proceed with the submission.


Privacy Policy & Terms of Service Requirements


In addition to configuring the Chat Widget correctly, customers must ensure that their website’s Privacy Policy and Terms of Service (TOS) are compliant and clearly available on their website.

Even though LeadConnector’s Terms of Service are used for the Chat Widget, the customer’s own website policies must still meet carrier compliance requirements.

Specifically, the customer’s Privacy Policy must include a non-sharing clause stating that mobile information will not be shared with third parties for marketing purposes.


The Privacy Policy must include language similar to the following:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


Ensuring that the Privacy Policy and Terms of Service are present and compliant helps meet carrier guidelines and reduces the risk of A2P campaign rejection.

Who Can Use This Flow


The Pre-Built A2P Campaign (Widget-First) registration flow is available to:

  • Agencies submitting new A2P campaigns
  • Subaccounts registering new campaigns
  • Marketing-only campaigns
  • Transactional-only campaigns
  • Campaigns that include age-gated content

Important:

Not available for:

  • Mixed use-case campaigns
  • Sole Proprietor (Sole-prop) campaigns

Key Benefits

  • Reduced rejection rates
  • Automatic age-gating compliance
  • Prevention of financial and marketing misclassification
  • Faster submission process
  • Elimination of manual compliance writing

The Pre-Built A2P Campaign (Widget-First) flow provides a structured, compliance-focused registration experience designed to improve approval outcomes and simplify campaign setup.

Frequently Asked Questions


Q1. What if my Mixed Use Case or Sole Proprietor campaign was rejected?

If a Mixed Use Case or Sole Proprietor campaign is rejected, it cannot be resubmitted using the new registration flow. You will need to delete the previously rejected campaign and submit a brand-new campaign instead.