How to update line categorization
Determining the appropriate line categorization is an important step in ensuring that revocation (opt-out) processes are managed accurately.
Line categorizations and definitions
- Informational Messages
Purpose: To keep customers updated and informed about their service or account.
Trigger: Informational messaging is when a consumer gives their phone number to a business and asks to be contacted in the future.
Examples: Service alerts, account updates, appointment reminders. - Marketing/Promotional Messages
Purpose: To advertise, drive sales, increase brand awareness, or re-engage customers.
Trigger: Business-initiated, scheduled campaigns.
Examples: Sales announcements, newsletters, new product launches, special offers, abandoned cart reminders.
Key: Promotional content; requires explicit opt-in (double opt-in often recommended) for compliance. - Transactional Messages
Purpose: Only use this categorization for emergency exempt messages or a direct response to an inbound message.
If unsure of your line categorization, it is recommended to seek legal advice.
Steps to update line categorization
1. Login to the Textel portal.
2. Click on Lines on the upper right.
3. The lines in your account will be displayed. The field Categorization indicates the current categorization for the lines.
4. To edit, click on the Edit action.
5. The Edit Line window will appear. Change the Categorization of the line using the drop down.
For access issues, the first step is to attempt a password reset. If you are unable to access your account or if the password reset process is unsuccessful, assistance is available. Contact ccsupport@textel.net if you are a contact center account, or support@textel.net if you are an SMB account.