As a result of recent phone carrier regulation changes, each Org sending SMS messages through Filevine must register their use case. Businesses that do not register may be subject to increased message filtering, which could affect message deliverability. Messages sent from registered numbers experience up to a 90% reduction in message filtering.
Orgs can register for either Tier 1 or Tier 2, depending on the volume of SMS messages and phone numbers they require. Orgs interested in Tier 1 should register in the Registration tab of the Manage Org Phone Numbers tool. If your Org requires more phone numbers or messages than Tier 1 allows, contact your CSM to discuss Tier 2 registration. Tier 2 registration requires more detailed information and comes with additional fees. Read more about the messaging tiers below.
AT&T and T-Mobile rolled out regulations in early 2021 for messages that are sent from an application to personal cell phones using 10-digit numbers (A2P 10DLC). These regulations are designed to make it easier for businesses to connect with their customers while countering spam over SMS and MMS.
As part of these regulations, businesses sending SMS messages through the Filevine application will need to register their use case with these providers. If a business does not register and continues messaging through Filevine, it is likely that they will experience disruption of service. Your messages could be marked as spam or may not be delivered.
Any Org using Filevine to send SMS messages to clients in the US must be registered. This includes any Canadian Orgs sending SMS messages to US clients.
SMS messages to US clients must be sent from a chosen registered number. Once a Canadian Org has registered, they will need to choose the numbers they will use to send messages to US numbers. The numbers available will depend on the chosen messaging tier, but tier 1 will allow you to use up to five numbers for sending to US clients.
API and Workato Users
If your API calls are sending messages from a Filevine-owned number, these regulations will also restrict the number of messages sent from these locations. If users are using API or Enterprise Automation to send messages through a project and are using one of Filevine’s SMS lines, this will affect them.
Customers using an independent line should verify with their provider (for example, Twilio) if they need to register under these regulations.
There are two tiers available for Filevine users to register under: Tier 1 and Tier 2.
Tier registration is on a Filevine Org basis. Businesses with multiple Orgs must select a messaging tier for each active Org within Filevine. Once the Org has been registered, each individual texting number can then be registered.
Tier 1 includes:
- up to 3,000 messages per day
- up to 1,000 messages per day to T-Mobile customers
- up to five phone numbers per Filevine Org
Tier 1 will come at no additional cost to you.
Tier 2 includes:
- more than 3,000 messages per day
- more than 1,000 messages per day to T-Mobile customers
- up to 5,000 phone numbers per Filevine Org
Note: Tier 2 comes with a per month cost of $99. These regulations will incur costs to Filevine, and we are unable to provide this service for free any longer. Filevine has kept the pricing as minimal as possible while still providing SMS services within its platform and its products. Tier 2 registration comes with an additional one-time registration fee of $94.
If you exceed the messaging or Filevine Org phone number limits for your tier, you will begin experiencing delivery failures. Your messages may be marked as spam. In some cases, waiting until the following calendar day to resend will successfully deliver the message, but this is not guaranteed.
How to Register
All businesses using SMS functionality through Filevine can begin registration in the Registration tab in Filevine. To navigate to the Registration tab, click on the main menu in FIlevine and select Advanced. Click on Manage Org Phone Numbers in the lefthand side menu. Select Registration from the tabs along the top of the tool.
In this tab, you can fill out and submit your Tier 1 registration. Once you have been registered for Tier 1, you will see your status and information on this tab.
You can now register your texting numbers in the Text tab of the Manage Org Phone Numbers tool. If you’d like to register for Tier 2, contact a Filevine representative.
Tier 2 Registration
Businesses that have chosen Tier 2 should work with a Filevine account representative to ensure that all necessary information for Tier 2 is captured.
The following information is required for Tier 2 registration:
- personal information of authorized representative
- first and last name
- billing address
- business title
- job position (for example, director)
- business name (must be the exact name under which the business was incorporated)
- physical address (Street, City, State/Province/Region, Postal Code, Country)
- business type (Sole Proprietorship/Partnership/Corporation /Co-Operative/LLC/Non-Profit)
- company status (Private/Public/Nonprofit/Government)
- If public: stock ticker & exchange
- business registration number/tax EIN
- industry (for example, retail)
- website URL
- region of operations (e.g., United States)
Once your Org has been registered, you can register already-existing texting numbers in the Text tab of the Manage Org Phone Numbers tool.
If you are registered, you will see the number of registered numbers displayed on top of this tab. Unregistered numbers will be marked.
To register a number, click + Register Number next to that number. (If your numbers are tagged as Unregistered and there is no option to register the number, you will need to first register the Org in the Registration tab.)
Once a number is registered, it cannot be unregistered except by deleting the number entirely. For US users who are registered, any new texting numbers will automatically be registered as part of the creation process.