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Bulk Messaging
Create Bulk Messages to send a text to many patients or customers at once. Compose Bulk Messages at any time and then conveniently schedule it to send at the right time for your customers.
Bulk Messaging is regulated through message allotments determined by the bundle your office is paying for: 500 (Essential), 1500 (Pro), or 3000 (Elite) text messages per month.
Get Started with Bulk Messaging
- No long-term contract or variable costs
- Sign up by clicking Subscriptions and Add next to Bulk Messaging in the Weave Portal menu
Learn More, See Pricing, and Sign Up in the Subscriptions section of Weave Portal for single locations. If you have multiple locations, reach out to your sales contact.
This product is only available to U.S. customers.
You must have the user role of Super Admin to access this feature. See your role.
- Open the Weave Portal and select
Messaging from the left navigation bar
- Select Bulk Messaging from the
dropdown menu
- Click the New Bulk Message button in the upper right-hand corner to start your new Message
- Complete the required fields below
- Bulk Message Title (required): Give this Bulk Message a name that helps you easily identify it
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Send Date (required): Enter the date and time you would like the Bulk message to send on or begin to send
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You can either Send Entire Bulk at Once or Send a set amount of Messages Per Day. If Send a set amount of Messages Per Day is chosen the days of the week you desire the bulk message to send on must be selected.
Tip: If you send a bulk message, you may have a flood of responses that can be difficult to manage. Spreading out the message volume over several days helps your office manage the increase in patient responses and minimizes the need to recreate the same message.
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- Add Recipients (required)
- Click the
Add Recipients
- Either check the box next to the contacts you would like to add under the All Contacts tab or check the box next to a presaved list under the Bulk Messaging Lists tab. If the contacts you individually add are used often in bulk messaging, click Save List above your chosen contacts to create a Bulk Messaging List
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You can filter your lists by using the
Filter Contacts icon or Upload a CSV (see instructions below)
Note: Only 5000 recipients can be selected per bulk message.
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You can filter your lists by using the
- Complete the Body Text (required)
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Dynamic Fields can be placed in the bulk message to have Weave auto fill that Information, such as First Name and Last Name.
Note: There is a character limit of 133 characters. You may go over this limit but please know that each recipient will use more than one message from the monthly allotment.
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Dynamic Fields can be placed in the bulk message to have Weave auto fill that Information, such as First Name and Last Name.
- Check the Legal box (required)
- The legal checkbox is required for every send. Your office needs to have additional consent for any marketing or promotional messages. It is up to your office to follow the TCPA and CTIA guidelines.
- Click Send Message or Save as Draft
Filter Options
When you add recipients, you can use many different filters to find your contacts. Click the toggle on next to the following filters you would like to use:
Appointment Details
- Appointment Date Range (All, Next Appointment, Last Seen, or No Appointment)
- Appointment Type
- Appointment Status
Recall Details
- Recall Status
- Recall Date Range
You can also filter by:
- Insurance Type
- Recipient Status
- Service Provider
- Last Received Bulk Message
- Minimum or Maximum Age
- Provider Location
Click Apply Filters at the bottom of the page to return to begin adding recipients.
Upload a CSV Bulk Messaging List
- While adding your recipients in a bulk message (see step 7 in Send a Bulk Message), open the Bulk Messaging Lists tab
- Click the Upload CSV icon
- Click Download Empty CSV
- Open the downloaded file on your computer and copy and paste your contacts (up to 5000) into the CSV
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Drag and drop the CSV saved with your contacts into the desktop app
Note: If a contact cannot be messaged because they have opted out of messages or are duplicates, they will automatically be removed.
Frequently Asked Questions
Is it possible to link text within body copy?
- Yes you can send a URL. Whenever a link is pasted into the message, it will automatically shorten the URL so that it isn't blocked by our partners. We do not support external links in our text messages, which includes any link that has not been shortened automatically by when pasted into the message.
Can patients opt out of Bulk Messaging but still receive other texts from the office?
- Patients can opt out of just Bulk Messages with Text Communication Preferences
Can I undo or recover the Bulk Message I Canceled or Deleted?
- You cannot undo or recover a Canceled or Deleted Bulk Message. If you just cancel a Bulk message you will be able to duplicate it to send.
Are there templates to use for Bulk Messaging?
- There are no templates, but you can duplicate a previously used bulk message.
What is considered and counted as a Failed message?
- A failed message will be a Bulk Message sent to a mobile number that is opted in and failed to send. If a number has been opted out of receiving Bulk Messages it will not show in the recipients list, so it will not attempt to send and fail. If the number is a landline and it is the first time attempting to receive a bulk message it will show as a failed message. Once a landline has one failed attempt in receiving a bulk message it will not be considered a failed message again. The failure of a message can vary. Look at the actual message thread of a recipient for the error.
Which number will the message be sent to?
- The bulk message will by default send to the mobile number. If there is no mobile number the message attempt to send to the home phone number.
Troubleshooting TipsHaving issues getting your Bulk Message to send? Try these steps:
- Your text message brand registration should be completed for your phone number. Click here for more information on how to get your number registered.
- Try using the Weave Portal in Google Chrome
Having issues seeing patients to select as a recipient to send the Bulk Message to?
- Make sure there is a mobile number in the mobile number field in the patients profile.
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Updating Text Communication Preferences
Give each of your patients a personalized experience with your office through message preferences. Either you or your patient can manage what type of text communications they receive.
Note: Weave will no longer honor communication preferences set for patients in your practice management software. All texting preferences will be through Weave.
Office Updating Patient Communication Preference
- Select
Messages from your home page
- Click on the + New Message icon to compose a new message or use the search bar to resume a previous conversation.
- Select the
Ellipses icon in the top right corner
- Click the Communication Preferences option
Note: This will open a new window in your web browser to edit the communication preferences. The communication preferences are location and number-specific. Meaning, all personalized communication preferences set up for a specific number, will only be active in the office location they were adjusted in.
- Toggle on or off
the preferred text communication preferences
- Select Save Changes once all text communications are set. Once changes are saved a text message will be sent to the patient's phone number notifying them of the text preference changes. This text will include a link where the patient can click on them and adjust their own text communication preferences.
Patients Updating Communication Preferences
- Follow the steps above to have a communication preferences text be sent to the patient with a personalized link.
- Click on the provided link. This will open a new web page on your mobile device.
- Toggle on or off
the preferred text communication preferences
- Select Save Changes once all text communications are set. Once changes are saved a text message will be sent to the patient's phone number notifying them of the text preference changes.
Note: Any time there are changes made to texting preferences a new text will be sent to the patient with a new link.
If a patient replies STOP it will opt them out of receiving any and all texts from the office's phone number. A text will be sent notifying the patient they have opted out of all texts from the office. If the patient opts out of texts by replying STOP they can opt back in by clicking on the text communication Preferences link or text START. Learn more about Texting Compliance.
- Select
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Start a Text Conversation from a Phone Tree or Call Queue
If your office receives lots of calls that would be better handled via messaging conversations, you can allow customers to start a text thread with you right from your Phone Tree or Call Queue using your Missed Call text.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.
Tip: You must have missed call text set up. The wording chosen in the missed call text will help determine the effectiveness of this functionality.
Phone Tree Text Conversations
You must have the user role of Super Admin to access this feature. See your role.
- Log into your Weave Portal
- Select
Phone from the left navigation menu
- Select Phone Trees from the dropdown
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Select which phone tree you would like to add the text conversation option to
Note: If you are a Unify customer, you may need to contact support for assistance in creating a phone tree if one does not exist already.
- Click Add Dial Number
- Within the Routing Option dropdown, select Voicemail Message
- Select which Voicemail Box to send the caller to if they wish to leave a voice message and start a texting conversation from the dropdown
- Under the Greeting dropdown, select which voice recording you want to play for the patient
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To record a new voicemail greeting, dial *86 on the desktop phone, upload your own media file, or record from the mobile app. Learn more about how to record new greetings
Tip: Make sure the recording informs callers to stay on the line to record a voicemail or hang up to start the texting conversation. For example, “If you’d like to start a text conversation hang up now, or stay on the line to leave a message.”
Call Queue Text Conversations
- Log into your Weave Portal
- Select
Phone from the left column
- Select Call Queues
- Select which call queue you would like to add the text conversation option to
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Toggle on Greeting and select the greeting for the call queue
Tip: The greeting should let the patient know they are entering a call queue and can press “0” to escape the queue and start a texting conversation or leave a voicemail message.
- Toggle on Escape Option
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Click Save to save the call queue
Note: If you are on Unify, you will need to contact support to assist with setting up the ability to start a text conversation from the call queue.
- In the left navigation menu, click
Phone
- Select Mainline or the department that the queue will belong to
- Select Phone Hours & Call Routing
- Select Call Queue
- From the Select a Call Queue dropdown, select which call queue you want to use
- Click Fallback Option
- From the Select a Fallback Option dropdown, select Voicemail Message
- Under the Select Voicemail Box dropdown, select which Voicemail Box you wish to send the caller to if they wish to leave a voice message in addition to starting a texting conversation
- Under the Select Greeting dropdown, select which voice recording to play for the patient
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To record a new voicemail greeting, dial *86 on the desktop phone, upload your own media file, or record from the mobile app. See a step-by-step process on recording new greetings
Tip: Make sure the recording informs callers to stay on the line to record a voicemail or hang up to start the texting conversation. For example, “If you’d like to start a text conversation hang up now, or stay on the line to leave a message.”
- Click Save Changes
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Write Back Text Messages to Your Practice Management System
Send important information from your messages with customers as a patient note in your practice management system.
The availability of this feature is dependent on your practice management software.
Currently, this feature is only available for those with these practice management systems:
- Dentrix (G5-7 & G22)
- HVMS
- VIA
- Cornerstone
- Avimark
- Impromed
- DaySmartVet
- ProVet Cloud
- Eaglesoft 18-21
- OpenDental
- Pulse
Write Back a Text Message as a Patient Note
The patient must be a contact in your practice management system with the same phone number in order for writebacks to work.
- Open the message thread with the customer whose message you would like to write back
- Select the
Ellipses icon in the top right corner
- Click the Text Writeback option
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Check the boxes next to the messages you would like to write back
Note: MMS messages with an image or video will not write back to your practice management system. Emojis will write back but will only show if your system supports them.
- Select Send to PMS in the bottom right corner
- In the pop-up, select the radio button next to the name of the pet or client
- Click Submit
You will receive a pop-up to show the message was successfully written back to your practice management system. Select Close. The text message will show as an entry in the patient/clinical notes.
If the writeback is not successful, a pop-up will appear that says “We ran into a problem.” From here, you may retry the process.
You can quickly check whether a writeback was successful by hovering over the icon in the bottom corner of the message.
The icon will show green if successful and display “Message successfully sent to [your practice management system].” A red icon displays “Message failed to send to [your practice management system]” if the writeback was unsuccessful.
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Block a Texting Number
If you're getting spam texts or just need to block unwanted messages, you can use Block Sender to stop receiving messages from a specific number.
Block a Texting Number
- Click on the
Ellipses icon next to the message of the number you would like to block
- Select
Block Sender
- Confirm or cancel blocking sender in the pop up
Note: If you have multiple locations, blocking a number on one location will not affect the other locations.
Unblock a Texting Number
To unblock a number so that you can begin receiving and sending messages again:
- Click into the message thread of the number you would like to unblock from the Blocked senders list
- Click on the
Ellipses icon in the top right corner
- Select
Unblock Sender
- Confirm or cancel unblocking the sender in the pop-up
Blocker List
You can also see a list of all numbers you have blocked.
- Select
Message on the home page of the desktop app
- Click on the
Ellipses icon in the upper right corner
- Select
View Blocked Senders
Note: If you have several departments in your phone configuration, all message threads with your office will be moved to the Blocked Senders list
- Click on the
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Send and Receive Text Messages (Texting)
Easily send and receive messages from your patients and customers with Weave's two-way texting in the Messages.
To learn more about managing your messages inbox, click here.
Send a Message
- Select the
Messages
- Click on the + plus icon in the bottom right corner
- Type in the name or phone number of the person that you want to send the message to
- Choose from the available numbers of the patient or click select if the number is not associated with a patient
- Write your message. From here you can use the following in your message:
- Click the Send button to send your message to the selected recipient
Tip: You cannot create group or mass texts. You can text multiple people by adding them to lists. You can also bulk message all the patients or customers scheduled for the day by going to
Schedule and clicking the
Message icon above the list of patients.
Receiving Messages
All received messages will go to the Actionable tab in your Message Inbox.
If you are logged into Weave, you will receive a notification either in the top right or bottom right corner of the screen where you can:
- Ignore the message notification
- Reply to the message directly from the notification
- Add Tag to add a message tag to this message
Set up Message Notification Sounds
Be notified by a personalized sound notification when you receive a new message.
For the desktop app:
- Select the
Menu icon in the upper right corner
- Click on
Settings
- Select
Messages
- Toggle on
the notification sound
- Click the dropdown, and select the chime you would like to play when you receive a new text message.
Note: The notification settings are set up by user and device. If a user sets up the message notifications for one computer, then chooses to log into a different computer, the user will need to make the same adjustments for message notifications on the new computer. The message notifications will also need to be set for your specific user. If a user who has message notifications set up logs out, and a new user logs into the same computer, the new user logged in will need to set up their own message notifications.
For the mobile app:
- Select the
Settings icon on the home page
- Tap Notifications
Toggle on SMS (along with any other notifications you would like to receive)
The sound will be determined by your device settings.
- Select the
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Change Your Office Email in Use
Whether sending email auto reminders or marketing campaigns, set the correct email for customers to respond so you can answer questions and requests quickly.
There are two ways to adjust your office email in use. If one is changed, the other automatically changes as well.
- Go to the Weave Portal
- Click
Messages in the left navigation menu
- Select Reminder Settings from the
dropdown
- In the Office Email in Use, type the email you would like to receive replies to
- Click Save
- Go to the Weave Portal
- Click
Email Marketing in the left navigation menu
- Select Settings from the
dropdown
- In the Email box, type the email you would like to receive replies to
- Click Save Changes
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Set Customers' Language Preferences to Spanish
Communicate with your clients in their preferred language through patient or customer settings.
The availability of this feature is dependent on your practice management software.
Setting Language Preference
In order to create Spanish Language Reminders, you must have at least one of your patients set with Spanish as their language preference in Weave. Follow these instructions to set the language preference to Spanish.
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Use the
Search bar to find your Spanish-speaking patient
- Select the Patient name
- Click the
Settings icon in the upper right corner of the patient details screen
- Select the
dropdown arrow below to Language
- Set the preference to Spanish
The preference change will automatically save. The patient or customer must be synced from your practice management system in order to have language preferences.
Learn how to edit Spanish message templates for auto reminders.
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Use the
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Auto Reminders
Create automated texts and emails for appointment reminders, recall reminders, eyewear ready reminders, and birthday messages.
The availability of this feature is dependent on your practice management software.
Getting Started
Before setting up and customizing your Auto Reminders, you will need to set your Data Sync Settings.
Gain confidence in Auto Reminder foundations by completing the Weave Training Camp course before you dive in.
Reminder Types
Once your Data Sync Settings are set up, you can customize and enable your Auto Reminders.
For more information about the various types of Auto-Reminders, visit the following articles:
- Birthday Wishes
- Appointment Reminders
- Recall Reminders
- Eyewear Ready Reminders
- Save the Date
- Pet Appointment & Vaccination Reminders
Note: The availability of some of these Auto Reminders depends on your practice management software.
You can also create family and Spanish templates to meet your customers' needs.
Frequently Asked QuestionsCan a hyperlink be added to automated reminders?
Yes. Remember, some phone providers and cell phone providers break templates over 160 characters into multiple messages. This can cause hyperlinks to break, so you can try shortening the template or sending the hyperlink in a following message to your clients.
If a customer responds to an email auto reminder, where does the email go?
If the office email you're using for auto reminders is valid, the reply will go to your Office Email in Use set in the messages settings. If not, it will be sent to the no-reply Weave email address (noreply@mail.sg.getweave.com).
Can we send out appointment reminders to more than one phone number for a customer?
Since we can only have one mobile number listed for each patient, that is the only number an appointment reminder will be sent to.
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Data Sync Settings
Data Sync and Status Mapping are essential tools to make sure your practice management software and Weave are communicating properly for your Auto Reminders.
The availability of this feature is dependent on your practice management software.
Follow these instructions to set up your Data Sync Settings.
Setting Up Data Sync Settings
- Click on the
Menu icon in the top right corner of your Desktop App
- Select
Settings
- Click on
Data Sync
This will pull up your [your software name] Connection settings in the Weave Portal. Here you can:
Appointment Status Mapping
Before you set up your Appointment Reminders, you will need to map your appointment statuses.
- In the Weave Portal, select
Data Sync from the left navigation
- Click on your integration to see status mapping options
- Make sure that whatever status you use in your practice management system closely matches the Weave status using the dropdowns (ex. Confirmed could be: Confirmed, Approved, Attending, etc.) If they don't match, you can leave them blank or choose multiple statuses
- Click Done at the bottom of the page when you are finished
Set Up Confirmation Writebacks
Select how to confirm appointments by selecting from the dropdown under [your software name] Status to match the Weave Status that most resembles Confirmed.
For most practice management softwares, Weave can change the status to confirmed in your practice management software. Weave uses smart machine learning to analyze patient responses and can recognize any affirmative response, including a thumbs up or OK emoji as a confirmation.
If a patient responds with something other than a confirmation, you will be notified with a Schedule App Alert on your Schedule App.
Tip: If you do not want Weave to confirm the appointments in your practice management software, select None from the dropdown. This means you will have to confirm the appointment manually.
Eyewear Status Mapping
If you are an optometry office, you can use Weave's Eyewear Reminders.
Select from the drop down under [your software name] Status to match the Weave Status that most resemble your eyewear statuses. You can add more than one status per Weave Status.
- Click on the
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Auto Reminders Troubleshooting
Need help with your Auto Reminders? Follow these common troubleshooting steps and tips.
The availability of this feature is dependent on your practice management software.
For instructions on getting started with setting up your auto reminders, click here.
Status of Automated Messages
Need to check the status of one or multiple automated messages? Click here for instructions on using your Messages Queue to check the status of your messages.
Automated Reminders are not going out
If your Auto Reminders are not sending out, consider these troubleshooting tips:
- Was your server turned off?
- Was your server updated?
- Did you update your Practice Management Software?
- Do you have any of the days to send reminders options selected?
If yes to any of the above, please chat or call our support team to let us know this information. For the quickest results, please be ready for us to do a remote session with you and have access to your server.
Email Auto Reminders not going out
If a client lets you know they are not receiving email reminders, check to make sure you have the correct mail in the patient/customer profile in your management software.
Check to see if the client has unsubscribed from email in the past, blocked the office address, or checked their spam folder for the emails. Have the client add your office email as a contact.
Once a month, you'll receive an email summary to see if emails failed to send. You can also check to see which email the reminders were sent from in that email or on the Auto Reminders page in your desktop app settings.
Appointment Reminders are showing the wrong time
Are your appointments showing an hour or two off?
If so, check the timezone on your workstation and server computers. Ensure that timezones on both the workstation and servers are set correctly, and then restart your Weave Desktop App.
Daylight Savings Time
Your server’s time settings affect when automated messages are sent, the times listed for your appointments, and more. To ensure correct timing for these crucial Weave features, update your time settings based on the type of server your office uses.
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If you have an in-office server:
Make sure that the time on your server is correctly updated to Daylight Saving Time, or that it has settings in place to automatically update once the time change takes place. -
If you have a cloud-based or remote server:
Contact the business hosting your server to make sure that the timezone is set in such a way that it will update to Daylight Saving Time.
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Message Queue
The Message Queue Dashboard in your Weave Portal allows you to further drill down and view the status of your Automated Messages. Follow these steps to view your Message Queue.
The availability of this feature is dependent on your practice management software.
Access the Message Queue
Portal
- Open the Weave Portal and select
Messages from the left navigation menu
- Click Message Queue in the dropdown
Desktop App
- Click on the
Schedule icon from your desktop app
- Click on
Queue at the bottom of your schedule to be taken to your Messages Queue Dashboard located in your Weave Portal
Use the dropdown in the top left corner to select your time period (this week, next 7 days, last 7 days, last 30 days, or a custom date range), and see a summary of those messages. You can access data up to a year ago and 4 weeks in the future. Data may not be available before August 8, 2023.
Message Statuses
- Not Sent: The Weave software determined this message should not be sent. This may be due to user actions or SMS industry regulations.
- Delivered: The message was sent to our SMS providers.
- Error: While trying to send the message, Weave encountered an error. This may have been an internal error related to data inconsistencies or an error from the SMS provider.
- Invalid Destination: The phone number is not a textable number.
- Scheduled: The message has been scheduled, but not yet sent.
- Opted Out: The message wasn’t sent due to the contact being opted out of automated messages by responding STOP to a previous message.
Customize your view by using the
Filter Columns button. Update the data by refreshing your browser or using the
refresh button.
Filters
In your Message Queue dashboard, you can search and
filter your results by the following:
- Status: Use the dropdown arrow to filter by all, delivered, appointment moved, opted out, missing contact info, pending, sending, or error
- Reminder Type: Use the dropdown arrow to filter by all, appointment, birthday, recall, order (eyewear ready/dispensed), save the date, schedule reactivation
- Method: Use the dropdown arrow to filter by all, sms, or email
- Open the Weave Portal and select
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Register your Text Messaging Brand through Weave
Mobile network operators (MNOs), such as Verizon, AT&T, and T-Mobile have implemented standards to register and validate businesses that send text messages.
Please complete and submit the business information form in the Weave Portal to register your business’s brand. This allows your business to take advantage of increased messaging deliverability and throughput and avoid potential fees or disruption to texting services.
You can learn more about brand registration here. To register:
- Open the Weave Portal
- Click
Account in the left navigation menu
- Choose Business Information from the dropdown
- Fill out the following information
- Legal Business Name
- Legal Business Address
- Taxpayer Identification Number (IRS-issued Employee Identification Number or CRA-issued Business) Number
- Primary Contact Information including an email, phone number, industry, and website address
- Click Submit
It is important that the business information you enter exactly matches the information displayed on your official IRS- or CRA-issued documentation. If the information submitted does not match official records, a pop-up will ask you to manually verify or select suggested information and resubmit the form. Tips for locating your business information can be found here.
- If Weave finds public EIN records that do not match the information you’ve entered, the pop-up will display the information found. You will need to check the box “I have verified this information” and select Update and Resubmit.
- If Weave finds multiple public EIN records that match your business, the pop-up will display each suggestion. Select the correct information and click Update and Resubmit.
After submitting the form, a new page will show whether the verification was successful.
Upon successful verification, the page will display the message “Your Information was successfully verified.” Your business is now all set for business text messaging.
Click Return to Form to see the information you’ve entered. Select Update Form to change any information and select Update.
If the business information could not be verified, the page will display the message “Your business information could not be verified. Double-check your business information and attempt again.” Click Return to Form to check that all the information is correct. You will have 2 failed verification attempts before you’ll need to contact support for assistance.
If the attempt fails more than twice, the page will display the message “You have exceeded the maximum number of failed attempts. Please contact support at support@getweave.com or call 888-579-5668 to finish your registration.”
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Text Messaging Brand Registration FAQ
Several laws in the U.S. and Canada regulate communications between businesses and their customers to help reduce robocalls and spam text messages to benefit both the sender and recipient of text messages.
Providing visibility into the source and content of messages allows mobile network operators to provide more reliable and trustworthy messaging services.
As your provider for business text messaging services, Weave is your partner in understanding the requirements and ensuring that your messages are delivered to your customers with minimal disruption.
Learn how to register your brand. Contact us at support@getweave.com with any further questions.
Why do I need to provide my business information to Weave?
The mobile network ecosystem has been working to find ways to support business texting services (also known as A2P messaging or non-consumer messaging), while still complying with applicable regulations. Mobile network operators (MNOs), such as Verizon, AT&T, and T-Mobile have begun implementing standards to register and validate businesses that send text messages. Providing visibility into the source and content of messages allows the MNOs to provide more reliable and trustworthy messaging services. Businesses that send A2P messages should register through their service providers, like Weave, to take advantage of increased messaging deliverability and throughput, and avoid potential fees or disruption to texting services.
- Build trust and confidence in your text messaging with your customers and patients. Your text messages will be trusted by the MNOs, and your customers will know that the texts are not spam.
- Send more messages. Brands that are registered and verified will have access to higher messaging throughput rates.
- Avoid disruption to your business. Messages sent by unregistered brands could be flagged as spam and not delivered. Unregistered brands could also be banned from texting, and Weave is concerned it could impact your ability to make voice calls in the future.
- Avoid higher fees for text messaging services. Unregistered brands are charged higher fees for message delivery by the MNOs and other partners. Weave wants to avoid having to charge you additional fees, so we are hoping you will assist us in providing the information needed.
Where can I learn more about A2P messaging standards?
Please consult the following resources for more information:
- CTIA Messaging Principles and Best Practices
- TCPA via the Federal Communications Commission’s (FCC) FCC website
- CAN-SPAM from the Federal Trade Commission (FTC) website and the FTC’s compliance guidelines
- CASL from the Canadian government’s overview and frequently asked questions
- The Campaign Registry
How much does 10DLC registration cost?
Fees are determined by the MNOs and their partners. Weave includes a Regulatory Cost Recovery Fee on your service charges to defray and recover certain direct and indirect costs associated with 10DLC messaging, and other regulatory programs such as E911, STIR/SHAKEN, local number portability, among other items.
If you decide not to register, you may be subject to additional fees and penalties from the MNOs and their partners. These additional fees will be added to your service charges.
What information do I need to provide for Weave to register my brand?
Weave needs the following information:
- Your business’s EIN or Canadian Revenue Agency Business Number and Canadian Corporation Number
- Your legal business name
- Your legal business address
- A valid contact email address
- A website for your business
- Other locations affiliated with or connected to your business
- The business vertical you operate in
Will I still be able to text through Weave if I don’t provide business information?
Customers that do not provide this information will continue to be able to text through the Weave service. However, those customers may be subject to additional fees and penalties from the MNOs and their partners. These fees will be added to your service charges. Weave wants to avoid having to charge you additional fees, so we are hoping you will assist us in providing the information needed. Additionally, customers that do not provide the information needed may experience disruptions to their text messaging, as MNOs may block or flag messages from unregistered businesses as spam.
Is there a deadline to provide registration information?
Weave is asking for this information as soon as possible so we can ensure there is no disruption to your texting services and also minimize any fees or penalties for your business.
Why aren’t other texting service providers requiring their customers to provide registration information?
Other business texting service providers may not be aware of the new requirements. They may choose not to register their customers and instead pass on higher fees and penalties to their customers. Or, they may be leaving it up to individual customers to navigate the new requirements on their own. Weave is your partner in understanding these requirements and ensuring that your messages are delivered to your customers with minimal disruption and fees. It’s important to note that if you change business texting service providers, you will likely be required to pay registration fees through the new provider.
Where can I find my EIN?
An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number and is used to identify a business entity. Generally, businesses need an EIN. If you have an EIN for your business, but have since misplaced it, try the following actions to locate the number:
- Check any of your IRS-issued documentation, such as your SS-4 confirmation letter or your Letter 147C (the record of how your entity is filed with the IRS).
- Ask the IRS for a copy of your Letter 147C by calling the Business & Specialty Tax Line at 800-829-4933. You can find more information here.
- If you used your EIN to open a bank account, or apply for any type of state or local license, you should contact the bank or agency to secure your EIN.
- Find a previously filed tax return for your existing entity (if you have filed a return) for which you have your lost or misplaced EIN. Your previously filed return should be notated with your EIN.
Where can I find my CRA BN?
Customers in Canada need a Business Number (BN) to interact with other federal, provincial, and municipal governments in Canada. If you have a BN but have misplaced it, you can try one of these methods:
- Search https://beta.canadasbusinessregistries.ca/search
- If you used your BN to open a bank account or apply for any type of federal, provincial, or local license or program (e.g., GST/HST, payroll deductions, corporate income tax), you should contact the bank or agency to secure your BN.
- Find a previously filed tax return for your existing entity (if you have filed a return) for which you have your lost or misplaced BN. Your previously filed return should be notated with your BN.
Where can I find my Canadian Corporation Number?
Canadian businesses register with Corporations Canada, the country’s federal corporate regulator. If you have misplaced your Canadian Corporation Number, you can search here: