Please note that until all of the necessary connections are complete we
won't be able to finalise your systems build. If you have any questions
please reach out to our WhatsApp helpline here.
Please note that the 'Regulatory Bundle' explained in the below Loom video requires you to submit your company information. This is a legal requirement from your countries government to reduce potential spam via SMS marketing. If you don't have your company information you can skip registering for a phone number and a 'Regulatory Bundle' by using our WhatsApp bolt-on here.
Step 1: Prepare Required Information
Regulatory Address and Bundle: Before adding a phone number, ensure you have both an address and a regulatory bundle ready. This is a new requirement due to changing government regulations.
Step 2: Add a Regulatory Bundle Address
Access Settings: Click on the Settings option located at the bottom left of the screen.
Navigate to Phone Numbers: Once inside Settings, find and select Phone Numbers.
Create Regulatory Bundle Address:
Click on the Regulatory Bundle Address option.
Click Create.
Enter your business address and provide the necessary documentation.
Submit the information and wait for approval. The status will change from Verification to Submitted to Verified. Do not proceed until it is verified.
Step 3: Add a Phone Number
Access Phone Numbers Settings: Go to Settings and scroll to Phone Numbers.
Select and Add a Number:
Click Add a Number on the right-hand side.
Enter your area code (e.g., +44 for the UK) and click Search.
Browse the list of available numbers, select one, and click Save.
Note: The system will verify that your card on file is valid, but you will not be charged as the cost is included in your CRM subscription.
Step 4: Confirm the Phone Number
Verification: Ensure the status of your new phone number is confirmed and active.
Use in Automations: The phone number is now ready for use in all SMS message automations. Replies to your messages will appear in the Conversations tab.
By following these steps, you'll successfully add a phone number to your Systemized to Scale account, ensuring compliance with new government regulations and seamless SMS communication with your leads.
