10DLC Telephony, SMS & Email Messaging Manual

Target Role: Organization Admins & Technical Administrators

Access telephony provisioning, carrier 10DLC compliance settings, and email gateways under App Sidebar > SMS & Email Messaging (or /org-admin/messaging).

Overview

Dream Center Connect integrates localized carrier telephony and multi-provider transactional email services to ensure automated notifications, shift reminders, and 2-way constituent text messages are delivered reliably without carrier spam filtering.

graph TD
    Admin["Org Admin"] --> Subpage["Messaging Management (/org-admin/messaging)"]
    Subpage --> CarrierWizard["1. Provision Phone Wizard (Area Code DID Search)"]
    Subpage --> TCRStatus["2. 10DLC TCR Brand Status Monitoring"]
    Subpage --> ComplianceArch["3. Built-in 10DLC Carrier Compliance Architecture"]
    Subpage --> TestSMS["4. Test SMS Dispatch Modal"]
    Subpage --> TestEmail["5. Test Email Dispatch Modal"]
    Subpage --> EmailGW["6. Email Gateway Config (Resend / SMTP)"]
    Subpage --> BrandProfile["7. Brand Support Profile (Compliance)"]

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1. 10DLC Telephony & Phone Number Provisioning

10-Digit Long Code (10DLC) links your organization’s EIN tax identification number with major US mobile carriers (AT&T, T-Mobile, Verizon). This ensures high-throughput delivery of community alerts, constituent updates, and volunteer reminders.

The Phone Provisioning Wizard

To provision a new local phone number for your organization:

1. Launch Provisioning Wizard

   Navigate to SMS & Email Messaging and click Provision Phone Number.

2. Search by US Area Code

   Enter your local 3-digit Area Code (e.g. 704) and click Search.

   • The platform queries available carrier inventories.
   • Select your preferred phone number from the radio list.

3. Review 10DLC Brand & Campaign Verification Data

   Verify registered entity information:

   • Organization Name & EIN Tax ID: Verified against 501(c)(3) tax exempt filings.
   • Entity Type: NON_PROFIT / Community Organization.
   • Physical Address: Primary headquarters facility address.
   • 10DLC Use Case: LOW_VOLUME (Charity / 501(c)(3) Nonprofit).

4. Deploy Subaccount & Number Binding

   Click Confirm & Deploy.

   • Provisions a dedicated carrier messaging subaccount.
   • Registers the brand campaign with TCR.
   • Attaches the selected DID to your organization’s messaging profile.

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2. Carrier TCR Brand Status Badges

The messaging dashboard continuously reflects your organization’s carrier compliance state:

Status Badge	Meaning	Operational Impact
VERIFIED	Approved by carrier TCR registry	Full messaging throughput enabled across all major carriers.
SUBMITTED	Under carrier vetting review	Standard low-volume messaging active during review period.
UNREGISTERED	No 10DLC campaign registered	Carrier filtering may occur; administrators must complete provisioning wizard.

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3. Built-in 10DLC Carrier Compliance Architecture

Major mobile carriers (AT&T, T-Mobile, Verizon) require strict vetting for automated messaging campaigns via The Campaign Registry (TCR). Dream Center Connect implements an audited compliance architecture built directly into the platform that satisfies all carrier vetting standards:

graph LR
    Org["Organization Setup"] --> Framework["Platform Compliance Architecture"]
    Framework --> WebForm["1. Public Intake (/request)<br/>Unchecked SMS Consent Checkbox"]
    Framework --> Screenshot["2. Hosted Proof Asset<br/>(/compliance/10dlc-optin-form.png)"]
    Framework --> Privacy["3. Privacy Policy (/privacy)<br/>Strict Carrier Non-Sharing Clause"]
    Framework --> Terms["4. Terms of Service (/terms)<br/>Carrier Rates & Frequency Disclosures"]
    WebForm --> TCR["Carrier 10DLC Registry & TCR Approval"]
    Screenshot --> TCR
    Privacy --> TCR
    Terms --> TCR

Required Compliance Endpoints & Assets

The platform automatically provides the following audited assets for every deployed instance:

1. Public Opt-In Form: /request
   • Unauthenticated digital intake form where constituents submit care requests.
   • Includes an explicit, optional, and unchecked SMS consent checkbox: “I agree to receive SMS text notifications regarding my assistance request…”
2. Hosted Verification Screenshot: /compliance/10dlc-optin-form.png
   • High-resolution capture of the web form highlighting the unchecked consent box, disclosure language, and policy links.
   • Served directly from the web root so carrier auditors can verify compliance without submitting live intake data.
3. Compliant Privacy Policy: /privacy
   • Contains the carrier-mandated mobile data clause: “No mobile information will be shared with third parties/affiliates for marketing/promotional purposes…”
4. Public Terms of Service: /terms
   • Discloses message frequency, data rates, carrier liability terms, and standard HELP/STOP keywords.

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4. Dispatch Testing Modals

Administrators can test message delivery pathways directly from the dashboard header:

📱 Test SMS Dispatch

Verifying Carrier Text Messaging

1. Click Test SMS Dispatch in the top action bar.
2. Enter a test recipient Phone Number (formatted to E.164 automatically).
3. Modify the test message text if desired.
4. Click Send SMS.
5. The system dispatches the message through your provisioned route and displays an instant delivery acknowledgment.

✉️ Test Email Dispatch

Verifying Email Gateway Delivery

1. Click Test Email Dispatch in the top action bar.
2. Enter a test recipient Email Address.
3. Click Send Email.
4. The system transmits a test email using your active provider settings (Resend or SMTP).

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5. Email Gateway Configuration

Configure the outbound email service used for password resets, shift notifications, and daily digests:

⚡ API-Based Providers

Supported API Gateways

Select your email provider:

• Resend (Recommended)
• SendGrid
• Postmark
• AWS SES

Configuration Parameters:

• API Key: Secret API key generated in your provider console.
• From Email Address: Verified sender domain (e.g. [email protected]).
• From Display Name: Sender name displayed in constituent inboxes (e.g. Dream Center Connect).

🔒 Custom SMTP Server

Direct SMTP Protocol

Select Custom SMTP for self-hosted or dedicated mail servers:

• SMTP Host: Mail server hostname (e.g. smtp.office365.com or smtp.gmail.com).
• SMTP Port: 587 (STARTTLS) or 465 (SSL/TLS).
• SMTP Username & Password: Authenticated mail server credentials.
• Use TLS Toggle: Enforce TLS encryption for mail transmission.

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6. Brand Compliance Support Profile

US mobile carrier regulations require all automated text senders to maintain public support contact information:

1. Scroll to the Brand Compliance Support Profile section.
2. Enter your official Support Email Address (e.g. [email protected]).
3. Enter your official Support Phone Number (e.g. 704-555-0100).
4. Click Save Brand Support Profile.