What is iCampaign?
Overview
Dazos iCampaign is a structured communication and marketing platform used to deliver targeted email and SMS campaigns. iCampaign is integrated with Dazos CRM and patient data systems.
This integration ensures campaigns are:
Targeted - Reach audiences based on lead stage, patient status, referral relationships, or recent activity.
Automated -Build workflows for follow-ups, reminders, or multi-step journeys.
Efficient - Schedule, send, and track communications across email and SMS.
Consistent -Use system-wide templates tailored to behavioral health use cases.
Organized -Manage campaigns within workspaces for segmentation, access control, and reporting.
iCampaign is specifically designed to support engagement across the behavioral health lifecycle, connecting organizations with:
Prospective clients
Current patients
Alumni
Referral partners
Internal staff
The primary purpose of iCampaign is to deliver relevant, timely, and personalized messages that achieve one or more key goals:
Increase admissions or inquiries
Improve alumni engagement and long-term outcomes
Strengthen relationships with referral sources
Provide timely updates or event notifications
Enhance patient satisfaction and continuity of care
Key Functionalities
Audience Segmentation
Filter recipients by lead source, treatment stage, referral relationship, custom fields, or behavioral triggers.
Create dynamic lists that update automatically based on real-time CRM data.
Template Selection
Access 75+ prebuilt templates designed for behavioral health scenarios.
Create custom templates using the drag-and-drop builder for branded communications.
Delivery Management
Send campaigns immediately or schedule for specific times.
Configure delivery parameters for both SMS and email to optimize engagement.
Workflow Automation
Set up conditional logic to trigger next steps based on recipient behavior (e.g., opens, clicks, replies).
Design multi-step nurture journeys to improve conversions and retention.
Analytics & Reporting
Track delivery success, bounce rates, open rates, and click-through rates.
Monitor engagement trends to optimize future campaigns.
Export reports for leadership visibility and compliance.
Campaigns
The Campaign feature in iCampaign allows users to create, manage, and send default or custom campaigns by email or SMS. Campaigns can target all registered subscribers or specific segments, making it simple to deliver relevant, timely, and personalized communications.
Typical use cases include:
Announcements (events, updates)
Engagement campaigns (alumni follow-ups, patient check-ins)
Promotions or reminders (appointments, holidays, anniversaries)
Before you Begin
Before creating or sending a campaign, users should be aware of the following:
Campaigns can target all subscribers or specific segments.
Email campaigns require configuration of the sending domain and sender email address before launch.
Subscribers must have valid contact information (email or phone) to receive campaigns.
Users can choose from pre-designed templates, edit existing templates, or create new ones from scratch.
The template editor is integrated for building and customizing email content (Step 3: Edit Content).
Users can send test messages (email or SMS) before final delivery.
Campaigns can be sent to segments or all subscribers in iCampaign.
Campaign Workflow
1. Create a Campaign
Go to Campaign
Name: Descriptive title for easy reference.
Associate Workspaces: Link to one or more workspaces.
Campaign Type: Select Campaign, follow-up, or custom.
Campaign Category: Select from dropdown and categorize by theme or goal.
Campaign Format: Choose delivery channel (Email or SMS).
2. Email Information
Domain: Verified sending domain (e.g., dazos.com).
Select Email: Choose the configured sender email address.
From Name: Sender name visible to recipients.
Email Subject: Subject line for the email.
System Fields: Tokens to personalize subject lines.
3. Template Selection
Select Template: Choose a template for email or SMS.
Search Field: Find templates by keyword.
Template Category: Organize by Alumni, Anniversaries, News, etc.
Preview Email/SMS: Review message content before editing.
4. Edit Content
Email Template / SMS Template: Load the selected design.
Save Template: Reuse template later.
Editor: Drag-and-drop tool for customizing templates.
5. Preview & Send
Email Campaign Options:
Preview full message.
Send a test email.
Add attachments.
Choose subscriber type (segment or all).
Select schedule: send now or at a specific time.
SMS Campaign Options:
Preview message.
Choose subscriber type.
Schedule for now or later.
Edit / Delete Campaign
Unlock Campaign: Required to edit or delete.
Edit: Opens campaign wizard to update details.
Campaign Information
Template Selection
Edit Content
Preview & Send
Delete: Removes campaign after confirmation prompt.
Subscribers
The Subscribers feature in iCampaign allows users to efficiently manage subscriber records, making it easy to use them in default or custom campaigns. Subscribers represent individuals or organizations who may receive communications through email or SMS campaigns.
Subscriber information feeds from your Dazos CRM to ensure information is accurate and up to date. Subscribers can also be added manually to iCampaign.
New Subscriber
Details: View and edit subscriber information from the list view.
Edit: Activates all fields for modification.
Delete: Delete one or multiple subscribers with confirmation.
Workspaces: Switch subscribers between workspaces based on access level.
Segments
New Segment: Create segments based on conditions (AND/OR) or add subscribers manually.
Go Back: Return to subscriber main list view.
Edit Segments: Modify and save updates.
Delete Segments: Remove one or more segments with confirmation.
Enable/Disable Segments: Disabled segments cannot be used in campaigns or workflows.
Segment Info Bottom: Edit or delete segment details with confirmation.
Manage Fields
Add Custom Field: Define field type, label name, and default values.
Enable/Disable Properties: Options include Mandatory, Read-Only, Hidden.
Back to Grid: Return to subscriber list view.
Additional Subscriber Options
Tags: Create and apply new tags.
Export: Download subscribers as .csv (ID, Hash, Email, First/Last Name, Created At).
Import: Bulk upload subscribers via .csv.
Delete: Remove multiple subscribers with confirmation.
Templates in iCampaign
Templates in iCampaign let you design branded email and SMS messages that can be reused across campaigns and workflows. Instead of starting from scratch each time, you can use templates to keep your communications consistent and on-brand.
The template editor is a drag-and-drop tool that makes it easy to build layouts with text, images, buttons, and other design elements. You can also add personalization tokens (like \text{\{\{subscriber.first\_name\}\}}) to customize each message.
iCampaign also includes out-of-the-box templates. These are provided as ready-to-use designs to help you get started quickly. Out-of-the-box templates cannot be edited or deleted. To customize one, simply duplicate it and save your own version.
Once saved, templates are stored in your iCampaign library, where you can browse, preview, edit, duplicate, or delete them based on your role and permissions.
Creating Templates
Navigate to the Templates module:
Search by Name, Type, or Category (e.g., Newsletter, Follow-Up, Events).
Filter templates to narrow results.
Thumbnail previews give you a quick look at the design.
Available actions include Edit, Duplicate, Preview, Lock/Unlock, and Delete.
Email Templates
Go to Templates ->Create Templates ->Email. The editor opens, where you can:
Drag and drop text, images, buttons, and layout blocks.
Apply styles (colors, fonts, spacing).
Insert tokens for personalization (e.g., \text{\{\{unsubscribe\_link\}\}}).
When finished, enter:
Template Name
Description
Category (Newsletter, Follow-Up, etc.)
Save your template. It will now appear in the template list.
Note: If you don’t create an SMS template, iCampaign will generate a basic default SMS template automatically.
SMS Templates
Go to Templates ->Create Template -> SMS.
Write your SMS message (up to 160 characters).
If the message is longer, the editor will show how many SMS segments it will use.
Preview how the SMS will look for recipients.
Save the template with a Name, Type, and Category.
Managing Templates
1. Edit Templates
Select a template and click Edit.
Email templates open in the editor; SMS templates open in the SMS editor.
Save each type (Email and SMS) separately to apply changes.
2. Duplicate Templates
Use Duplicate to make a copy of an email template.
Once duplicated, you can edit both the email and SMS versions as needed.
3. Preview Templates
Use Preview to see how the email or SMS will look before using it in a campaign.
From preview mode, you can also edit or delete.
4. Lock/Unlock Templates
Admins only. Locking prevents other users from editing a template.
Use this for standardized templates (e.g., newsletters, follow-ups).
5. Global Templates
Mark a template as Global to make it available across all workspaces in iCampaign.
6. Delete Templates
Only users with the right permissions can delete templates.
The system will ask for confirmation before permanently removing a template.
Deletion can also be done from preview mode.
Permissions & Access
Only authorized users can create, edit, or delete templates.
Templates are available within the workspaces and roles assigned to each user.
Workflows
Workflows in iCampaign are designed to automate repetitive tasks, deliver timely communications, and create consistent subscriber experiences without manual effort. Think of workflows as your automation engine; once set up, they run in the background and handle tasks for you.
With workflows, you can:
Personalize communications at scale by sending messages based on subscriber actions, data, or timing.
Save time by automating processes like follow-ups, reminders, and status updates.
Improve engagement by delivering the right message at the right time (welcome emails, alumni updates, re-engagement campaigns, etc.).
Standardize communications across teams and workspaces to ensure consistency in brand voice and customer experience.
Key Benefits
Event-driven automation: Messages are sent automatically when subscribers are created, updated, or complete a campaign.
Time-based scheduling: Create recurring communications like birthday messages, monthly newsletters, or milestone reminders.
Flexible conditions: Use subscriber fields, tags, or dates to control exactly who qualifies for each workflow.
Multi-channel messaging: Trigger both email and SMS campaigns directly from a workflow.
Scalable structure: Reuse workflows across workspaces while maintaining role-based access and permissions.
Typical Use Cases
Welcome series ->Automatically greet new subscribers and introduce your brand.
Alumni communications -> Stay connected with discharged patients or alumni through milestone or anniversary messages.
Event reminders -> Send scheduled updates before, during, or after events.
Re-engagement campaigns ->Target subscribers who haven’t interacted in a while with tailored messages.
Follow-up sequences -> Automate check-ins after campaigns, workflows, or specific updates in CRM.
Before You Begin
You must have Workflow access assigned through your user role.
Workflows are available per workspace.
Subscriber data can enter workflows from any source:
Dazos CRM ->iCampaign integration
Manual add/edit
Imports
Operators vary depending on the type of subscriber field (text, number, date, etc.).
1. Triggers
A trigger is what starts a workflow. iCampaign supports four types:
When a Subscriber Is Created
Activated when a new subscriber is added (via CRM sync, manual entry, or import).
Use cases: Send welcome emails. Start onboarding or nurturing flows.
Actions: Send an existing campaign or compose a custom email.
Conditions: Define rules using AND/OR logic. Example: “Send a birthday email if DOB = Aug 19, 1985.”
When a Subscriber Is Updated
Activated when a subscriber is newly added or updated (e.g., first name change, stage update).
Use cases: Trigger campaigns when subscriber details change. Re-engage when certain fields update.
Actions: Send an existing campaign or compose a custom email.
Conditions: Combine AND/OR rules for precision. Example: “Send a birthday campaign if First Name = John and Created Date = Jul 9, 2025.”
Time-Based Schedule or Occurrence
Runs workflows on a specific date, time, or recurring schedule (daily, weekly, monthly).
Use cases: Birthday or anniversary campaigns. Scheduled event reminders.
Configuration options:
Time zone (e.g., EST, GMT).
Start date / End date (never ends, stop on date, stop after X runs).
Recurrence (days, weeks, months).
Conditions to filter who qualifies.
Campaign or Workflow Completion
Triggered when a subscriber finishes a campaign or workflow.
Use cases: Chain multiple workflows together. Start loyalty or reactivation sequences after a campaign ends.
Configuration options:
Choose to trigger on workflow completion or on campaign completion.
Add subscriber conditions.
Set timing (e.g., run 1 hour after completion).
2. Conditions
Conditions let you filter who qualifies for a workflow.
Built from subscriber fields (text, dates, numbers, checkboxes, tags, etc.).
Operators depend on the field type.
Logical grouping: All conditions (AND) or Any condition (OR).
Examples:
Text field -> Equals / Contains / Is Empty
Date field -> Before / After / Between / Last 30 Days
Numeric field ->Greater Than / Less Than
Checkbox -> Is Checked / Not Checked
Tags -> Belongs To / Does Not Belong To
3. Actions
Actions define what happens when conditions are met. Options include:
None - No action is taken.
Send an Existing Campaign - Choose from campaigns already created.
Compose and Send an Email - Write a custom one-off email directly in the workflow.
4. Enable or Disable a Workflow
By default, workflows are disabled when created.
To make a workflow live, switch it to Enabled.
You can pause workflows at any time by disabling them.
Tip: Start with one or two simple workflows (like a Welcome Flow or Birthday Reminder) before layering on complex conditions.
Settings in iCampaign
Company Settings
The Company Settings area in iCampaign allows administrators to configure essential organizational details that power campaigns and templates. From branding elements like your logo and signature, to operational settings such as time zone, phone numbers, social media profiles, and unsubscribe information, these settings ensure that all campaigns are consistent, compliant, and personalized.
In addition, administrators can configure Sending Domains and select an Email Service Provider (ESP). These configurations are critical for email deliverability, authentication, and compliance with industry standards.
Important:
Only Admin users can access and edit Company Settings.
A verified sending domain is required before sending campaigns.
iCampaign supports one active Email Service at a time (Amazon SES or Mailgun).
DNS access (SPF, DKIM, and DMARC if applicable) is required for domain verification.
Always send a test email after setup to confirm proper configuration.
Company Information
Administrators can manage the company’s basic details. These are automatically applied across campaign templates and communications.
Field | Description | Type |
Name | Official registered company/organization name | Text |
Website URL | Full company website (https://…) | URL |
Website Name | Display name or short title for the website | Text |
Logo | Upload official company logo | File |
Default company email address (e.g., [email protected]) | ||
Signature | Standardized footer text, logo, or disclaimer for company emails | Text Editor |
Time Zone | Select correct company time zone for campaign scheduling | Dropdown |
Note: Any edits must be saved before changes take effect in iCampaign.
Address
Used for compliance (CAN-SPAM, GDPR) and displayed in campaign footers. Multiple addresses can be added or updated.
Field | Description |
Address Line 1 | Primary street address (required) |
Address Line 2 | Suite, floor, or additional details (optional) |
City | City location |
State/Province | State, province, or region |
Zip/Postal Code | Postal code |
Custom Tokens for Templates
Create reusable placeholders for dynamic content (e.g., \text{\{\{company.name\}\}}, \text{\{\{company.phone\}\}}). Tokens automatically update when campaigns are sent, helping personalize content at scale.
Field | Description |
Title | Name of the token (internal reference) |
Content | The value that will populate in campaigns |
Icon | Optional symbol/graphic to represent the token |
Map
Embed a Google Map of your business location in campaign templates for added clarity and trust.
Phones & Social Media Profiles
Add company phone numbers and links to official social media accounts (Facebook, LinkedIn, Instagram, YouTube, etc.). These can be inserted into campaign templates via the editor.
Embed Facebook Post
Insert a Facebook post directly into a campaign by pasting the post link. This feature allows you to share social media updates or promotions within emails.
Unsubscribe Footer
Customize the unsubscribe footer text that appears in all campaigns. This section ensures compliance by giving recipients the option to opt out.
Sending Domains
A sending domain is the website domain connected to your email address (the part after the “@”). By connecting and verifying your domain inside iCampaign, you’re telling email providers (like Gmail, Outlook, Yahoo) that iCampaign has permission to send emails on behalf of your company.
The Sending Domains list displays all configured sending domains, their status (Verified or Pending), and associated workspaces. Verifying a domain does three important things:
Builds Trust -> Recipients see your company’s real email domain instead of a generic one.
Improves Deliverability -> Our emails are less likely to end up in spam or promotions.
Protects Your Brand -> Verifying the domain prevents spammers from pretending to send emails as your company.
Domains must be verified before use. Supported providers are Amazon SES and Mailgun.
Adding a New Domain
To register a new domain:
Enter your company domain.
Select your domain provider (e.g., GoDaddy, Hostinger).
Associate the domain with one or more workspaces.
Domain Verification Steps
Login to Provider - Access your domain provider’s control panel.
Find DNS Settings - Look for DNS Management or DNS Records.
Add TXT Record - Input values provided by iCampaign.
Add CNAME Record - Input values provided by iCampaign.
Save & Confirm - Save changes and allow time for propagation.
Note: iCampaign provides instructions to follow when setting up your Sending Domain.
Editing or Deleting Domains
Edit: Update domain details or signatures. To apply changes across all campaigns, select Change all campaign’s sending domains.
Delete: Remove a domain from the list. A confirmation pop-up will appear before final deletion.
Email Services
Choose the email service that iCampaign uses to send campaigns:
Amazon SES - Cloud-based, high deliverability and scalability.
Mailgun - Developer-friendly, robust APIs, and high-volume sending.
Only one service can be active at a time. Admins can add, edit, or delete the active email service at any time.
Managing Users and Roles in iCampaign
The Users and Roles feature in iCampaign gives administrators full control over who can access the platform and what they can do. By creating individual user accounts and assigning roles, admins ensure that:
Each person has the right level of access.
Sensitive settings (like campaign configurations, company details, and billing) are protected.
Team members only see and work on the areas relevant to their responsibilities.
Using roles helps maintain security, accountability, and efficient workflows. Every user must have their own login (account sharing is not recommended), and every user must be assigned a role at the time of creation.
Important: Only Admin users can manage accounts and roles. The Admin role itself cannot be deleted or downgraded to ensure platform stability and control.
Key Assumptions
Only Admins can manage users and roles.
A role must exist before a user can be created.
Each user requires their own account (no shared accounts).
Changes to roles/permissions apply immediately after saving.
Admins should review user roles periodically to keep access aligned with responsibilities.
Users can be enabled, disabled, or blocked, but not deleted.
User Management
The User List provides an overview of all users in the platform. From here, Admins can:
Search and filter users.
Create new users.
Edit user details.
Enable, disable, or block users.
View quick info using the action (info) icon.
Create a New User
Admins can add new users by completing a simple form. Once saved, the system sends an email with login details so the new user can access iCampaign.
User Creation Fields:
Full Name - The name displayed in iCampaign.
Email - Used for login and system notifications.
Role(s) - Determines permissions and access.
Admin/Super Admin Capacities - Grants elevated privileges.
Company/Workspace - The account or workspace the user belongs to.
Two-Factor Authentication (2FA) - Adds extra security at login.
Tip: Always assign a role during creation, otherwise, the user won’t have any access.
Two-Factor Authentication (2FA)
For extra security, some users may need to log in with a 2FA code (sent to their registered email). The code is 6 digits. A new code is sent if the user attempts another login.
Edit Users
Admins can update user details (e.g., name, email, role, access rights) through the Edit User screen. Changes are applied immediately after saving.
Enable, Disable, or Block Users
Admins can adjust user status to manage access:
Enable - Grants access.
Disable - Temporarily removes access.
Block - Prevents login until unblocked.
Status changes are shown in the Status column.
Note: Users cannot be deleted, only disabled or blocked.
Role Management
Roles define what actions users can perform and which parts of iCampaign they can access. A role must exist before you can assign it to a user. Only Admins can create, edit, or delete roles.
Role Fields:
Role Name - The title of the role.
Parent - A higher-level category for grouping permissions.
Icon - Visual identifier for the role.
Color - Custom color coding.
Modules & Capabilities - Defines what features the role can access.
Add a New Role
When creating a role, Admins can customize access using checkboxes for each permission type:
View - View items in a module.
Create - Add new items.
Edit - Modify existing items.
Delete - Remove items.
This flexibility allows companies to design customized roles for different teams (e.g., Marketing, Admissions, Compliance).
View Role Details
Expand a role to see its assigned permissions. From here, Admins can also edit or delete the role.
Edit Roles
Admins can update role permissions at any time. The edit screen mirrors the role creation process, allowing checkboxes to be adjusted.
Delete Roles
Roles can be deleted if they are no longer needed. Only Admins or Super Admins can perform this action.
Summary
The Users and Roles feature ensures that every team member has secure, role-appropriate access to iCampaign. By:
Creating individual accounts
Assigning clear roles, and
Reviewing access regularly, organizations can maintain strong security, streamline workflows, and prevent unauthorized changes to critical settings.
Workspaces
The Workspaces feature in iCampaign allows organizations to create and manage separate working environments within the same platform. Each workspace functions like a dedicated container that groups together campaigns, subscribers, templates, reports, and users.
Workspaces are especially helpful for companies that want to separate operations by teams, departments, or business units.
For example, you may set up different workspaces for:
To send SMS messages in the United States, Twilio requires all companies to register through A2P 10DLC (Application-to-Person 10-Digit Long Code). A2P 10DLC was created by mobile carriers to reduce spam and fraud while improving message deliverability. Registration ensures your company is recognized as a trusted sender. In iCampaign, this process is handled through Trust Hub. Completing registration allows you to legally send SMS to U.S. phone numbers and helps protect your messages from being blocked by carriers.
What’s Required
The registration process involves:
Business Profile - Provide your company’s legal details (this is the “Know Your Customer” or KYC step).
Brand Registration - Identify who you are and what type of business you run.
Campaign Registration - Describe how you’ll use SMS (alerts, reminders, promotions, etc.), include sample messages, and outline opt-in/opt-out options.
Phone Numbers - Assign approved numbers to your campaign via Twilio’s Messaging Service.
Important: Carriers will reject campaigns if information doesn’t match government/tax records, or if opt-in/opt-out instructions are missing.
Marketing - email and SMS campaigns
Sales - prospect outreach and follow-ups
Internal Communications - employee updates and newsletters
This segmentation improves control, resource management, and data security. It ensures that each area has its own space without interference from others, while still allowing shared resources if needed.
Workspaces support both simple organizations with just one workspace and large enterprises managing multiple business units.
Each workspace has its own data, settings, and resources. These are not visible across workspaces unless an admin explicitly enables sharing.
A user can belong to one or more workspaces, with roles and permissions defined independently in each.
Campaigns and subscribers are managed separately per workspace.
By default, when a new user is created, they are assigned to a default company workspace.
All workspaces operate on the same platform version, ensuring a consistent experience.
Workspaces
Create a New Workspace
To create a workspace, click New Workspace at the top of the screen. A setup form will appear with the following fields:
Field | Description | Field Type |
Workspace Name | The name of the workspace. (Required) | Text |
Description | Optional description to help identify the workspace if multiple exist. | Text |
Once saved, the new workspace will appear in the list view.
Edit Workspace
Admins can update the name or description of an existing workspace at any time. Changes are immediately reflected in the list view.
Delete Workspace
To delete a workspace:
Select the info icon from the list view.
Choose the Delete option.
Confirm the deletion in the pop-up message.’
Important Notes:
A deleted workspace can no longer be used for campaigns, subscribers, or role assignments.
Once deleted, it disappears from all iCampaign sections and cannot be restored.
Switching Between Workspaces
Users can switch to another workspace directly from the pick-list field at the top of any list view (Campaigns, Templates, Workflows, Subscribers, etc.). The pick-list shows only the workspaces the user has permission to access. The current workspace is displayed by default, but users can change it anytime.
Field | Description |
| Field Type |
Current Workspace | Pick-list of available workspaces for the logged-in user. |
| Pick-list |
Associating Items with a Workspace
The Associate Workspace option allows you to link campaigns, subscribers, or users to a specific workspace. This option is available in multiple list views through the info icon. You can associate items with one or more workspaces simultaneously. This provides flexibility for teams that collaborate across different areas.
Field | Description | Field Type |
Select Workspace | Choose one or more workspaces to associate with the selected item(s). | Combo-Box |
Whether your company runs a single workspace or manages multiple departments, Workspaces provide the structure needed to keep operations organized and efficient.
Theme Settings in iCampaign
The Theme section within Settings allows administrators to customize the look and feel of iCampaign so it matches their organization’s brand. This includes adjusting colors, fonts, and overall styling across the platform.
Header Setting Options
Header Background Color: Set the background color for the header bar.
Header Font Size: Adjust the font size of text displayed in the header.
Header Font Color: Customize the font color used in the header area.
Sidebar Setting Options
Sidebar Background Color: Choose the color for the sidebar background.
Sidebar Font Size: Adjust the font size for sidebar text.
Sidebar Font Color: Select the sidebar text color.
Logo Background Color: Customize the background color for the logo section in the sidebar.
Button and Link Setting Options
Customize button and link colors to align with branding:
Primary Button Color & Font Color
Secondary Button Color & Font Color
Success, Danger, Info, and Warning Button Colors & Font Colors
Light and Dark Button Colors & Font Colors
Link Color
Other Setting Options
Theme Primary Color & Font Color
Theme Secondary Color & Font Color
Theme Background Color
Font Style: Select from available font families.
Breadcrumb Font Size: Adjust the size of breadcrumb text.
Report Graph Color Options
Modify the visual style of reporting dashboards by customizing:
Bar Graph Colors
Pie Graph Colors
Line Graph Colors
Stack Graph Colors
Global Settings Options
Add organization-wide elements such as:
Copyright Footer
Contact URL
Schedule a Demo Link
Saving Changes
After making adjustments, click Update Settings to apply changes. Use Restore Default Settings if you want to reset to the original iCampaign default design.
Trust Hub - SMS Compliance
Before starting, make sure:
Your company is legally registered (LLC, Corporation, Nonprofit, etc.).
You have a U.S. EIN (Employer Identification Number) or a valid equivalent if outside the U.S..
Your business information (legal name, address, tax ID) matches exactly with official records.
You understand each campaign must focus on one use case and must include clear opt-in/opt-out language.
Only U.S. phone numbers that support A2P 10DLC can be used.
Register Your Company
Inside iCampaign, go to Trust Hub and complete the General Information Form:
Legal Business Name - Enter your full, official business name (must match EIN records).
Business Address - Street, city, state/province, postal code, and country.
Contact Info - Email and phone number for your company.
Once submitted, Twilio reviews and validates your business details.
Create a Brand
Next, you’ll set up your Brand in Trust Hub. This tells carriers who you are. You’ll need to provide:
Business identity (Direct Customer, Partner, etc.)
Business type (Corporation, LLC, Nonprofit, etc.)
Business registration details (EIN, DUNS, CBN, etc., depending on your country)
Industry (e.g., Healthcare, Education, Retail)
Regions where you operate
Website URL
Authorized representative information (name, title, job role, business email, phone)
Note: A one-time registration fee applies. Approval usually takes a few minutes to a few days.
Create a Campaign
After your Brand is approved, create a Campaign that explains how you’ll use SMS. You’ll need to include:
Campaign type (alerts, marketing, support, etc.)
A short description of the use case
Sample text messages
How subscribers opt in and how they can opt out (e.g., reply STOP to unsubscribe)
Once submitted, Twilio and carriers will review. This step usually takes 1–3 business days.
Link Phone Numbers
The final step is assigning phone numbers to your Campaign.
Purchase or select Twilio phone numbers that support A2P 10DLC.
Link the numbers to your Campaign through a Messaging Service in Twilio.
Numbers must be tied directly to an approved Campaign before you can send SMS.
Key Notes on Approval
Business profile issues (wrong EIN, mismatched name/address) are the #1 cause of rejections.
Poor sample messages or missing opt-in/opt-out details will delay campaign approval.
Brand approval may be instant or take a few days.
Campaign approval typically takes 1–3 business days.
Once approved, your company can send SMS through iCampaign using A2P 10DLC phone numbers, ensuring compliance and higher deliverability.