Question 1

How to complete your Trust Center A2P Registration

Accepted Answer

Trust Center provides products that can improve customer engagement by increasing throughput and brand recognition. To access the Trust Center, please follow the steps below:

1. Log in to the CRM

2. Click on Settings at the bottom of the side menu

3. Click on Phone Numbers on the side menu

4. Click on Trust Center in the top menu

5. Click on Start Registration in A2P Brand and Campaign Registration (SMS) section

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/gqHNasY4Og/QooxONPfMFQ9UBPe8_94f9I55FmI8ZFKGA.png

6. Select your Tax ID information.

Yes, the business I’m registering has a Tax ID (E.g. EIN, CCN etc.).
No, the business I’m registering does not have a Tax ID (E.g. EIN, CCN etc.).

You can find your US EIN on your IRS or previous tax return documents(W2, W9 or CP 575).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/VAcf2AQibW/NxCZ8YMArcuW0GO3M7VhE80ZK62nBLWaqg.png

7. Choose your Brand and Campaign Details.

The One-Time option should be fine for your purposes.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/dU7QOrNrfi/hAVr06KOxw1J0XSQVeEk5Tszww29-fW73A.png

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/blnp5YGn7Q/GyOQsOuJruCjcv6JliIeWB6b1khMOyi1Jw.png

8. Complete your Business Details.

This will be pre-filled in for you since you've already completed your Business Profile.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/1KOqghhelK/eqaPr45jW57QlzHKf1yu37KTQI1FfTRMTw.png

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/oMh1KmVS4j/lEiqKup2WdcHpV788LGpwJ4mmO6CWcAwoQ.png

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/xaRQmoniC6/eXxK35zLDrAHd6gmPZj5Oy8ba0ZRWaHNgw.png

9. Enter your campaign details.

We recommend Low Volume Mixed.
You may use this verbiage for the Campaign Use Case Description:

This campaign sends appointment information - confirmation & reminder messages to our customers once they have booked an appointment with us on our website and opted-in to receive promotional and notification SMS from us.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/s9ZwppQrjx/Screenshot%202023-08-24%20at%2011.51.26%20AM.png

10. Provide Sample Messages and select if the hyperlink and phone number will be shown in the SMS.

Sample Message 1:

Sample Message 2:

Check off the boxes to include links and phone numbers in your messages.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/F2d4RAVWgR/cFemj3X-XHghBixKfZAKj5B7r-aPBts7pg.png

11. Provide details around end-user consents and opt-ins.

Here are some sample answers. Be sure to fill in with your specific information.

How do end-users consent to receive messages?

End users opt in by visiting [website URL] and filling in their details. Users see a message that by submitting the form, they are consenting to receive notifications from us.

Opt-in keywords:

START, SUBSCRIBE

Opt-in Message (Must contain business name and opt-out keyword)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/mpCTuzHUsT/b47YAh6dOccTvE6wg2EYCw_VLP-6nbtpDw.png

12. Click on Submit!

You may now check on the status of your registration by visiting this same page.

Pending Approval

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/6j0pThccZz/CM3WCBubPeR41I2c09iY_L0PzNn-jEivGQ.png

Approved

Question 2

How To configure Your Business Profile in the CRM

Accepted Answer

1. Log in to the CRM

2. Click on Settings

3. Click on Business Profile

Complete all of the information on this page.

General Information
Business Physical Address
Business Information
Authorized Representative

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/VcncTSbfPF/BusinessProfile%201.png

Complete General Information and Business Physical Address. Be sure to click on the Update Information buttons to save your changes. Then, scroll down.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/ANRolRDLVX/BusinessProfile%202.png

Complete Business Information and Authorized Representative. Be sure to click on the Update Information buttons to save your changes. Then, scroll down...

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/NUaUfdk7fs/BusinessProfile%203.png (BusinessProfile 3)

Check off the compliant items under General. Scroll down and click on Update.

You have now completed your Business Profile setup.

Question 3

How to purchase a toll-free number for your CRM

Accepted Answer

1. Log in to the CRM

2. Click on Settings at the bottom of the side menu

3. Click on Phone Numbers on the side menu

4. Click on the blue +Add Number button, then click on Add Phone Number in the drop down

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/OEfdd3u7gh/Add%20toll-free%20number%201.png

5. Click on Filter, then select Toll Free, then click on Apply

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/Ju0rse9XZY/Add%20toll-free%20number%202.png

6. Select a number, then click on Proceed to Buy

You will see your new number listed under Phone Numbers.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/jsenH9j7Hu/Add%20toll-free%20number%203.png

7. To make this your default number (if it isn't already), click on the three dots next to the number, then click on Set as Default number.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/KsyD6tU1SQ/Add%20toll-free%20number%204.png

Congratulations! You now have a toll-free number to use for messaging.

Question 4

How to add your Company Billing information in the CRM

Accepted Answer

The company billing information will be used for your messaging (SMS and Email) fees. This works on an auto recharge method. Your card will be charged in increments that you set. When your balance falls below the amount you set, it will automatically charge your card the auto recharge amount.

1. Login to the CRM

2. Click on Settings

3. Click on Company Billing

Enter your credit card information.
Set your auto-recharge amount.

Question 5

How to upload your email list to the CRM

Accepted Answer

Important: You can download the email list upload template referenced in the video by clicking here (the file will download directly to your desktop.

Question 6

How to Access the Montessori CRM

Question 7

How to update the basic settings of the CRM

Question 8

How to update your timezone in the CRM

Question 9

How to customize the "general inquiry" form in the CRM

Accepted Answer

Note! The second video shows the older version of the CRM. However, the functionality is the same.

Question 10

How to customize your email nurture

Accepted Answer

Note! The video shows the older version of the CRM. However, the functionality is the same.