Dialer Business Information

To complete your Dialer Business Information, you will need the following information:

• Business Name (must match your EIN exactly)
• Business Type
• Sierra Website URL
• Your Business's Physical Address
• Your Business's Registration Status, including your TAX ID information and your EIN (for more information about EIN, CLICK HERE)
• Main Point of Contact, including their Title and Job Position
  
• Secondary Point of Contact, including their Title and Job Position

***PLEASE NOTE: Sierra Interactive will not store your company's Tax ID or EIN, and will remove it from our records as soon as we pass it through to Twilio as a part of your business information submission. 

As per ongoing changes to the Telephone Consumer Protection Act (TCPA), certain information is required by most major cell service providers, along with Sierra's Dialer provider, to verify your business to help prevent increased text message deliverability. Our third-party phone provider will need this information to approve your Brand Profile and Campaign. When this service has approved your Brand Profile and Campaign, you can fully use Sierra's Dialer.

Sierra's Dialer is very important to maximize your use of Sierra. First, you cannot send text messages, place phone calls, or send ringless voicemails to your leads from Sierra's CRM until you have initiated the Dialer. Additionally, if you plan on using Sierra's automated features, such as Traditional or Fully Automated Action Plans without connecting to the Dialer. Finally, users must be connected to the Dialer to use Sierra's Mobile App.

Once your information has been submitted, Twilio will work on their end to approve your Business Profile and your Campaign. This approval process may take 2 to 4 weeks if everything is correct. If information is incorrect, you cannot use Sierra's Dialer for outbound text messages to leads until your Business Profile and Campaign have been approved. If you need to re-submit information, this will delay the approval process.

Please work diligently with your Onboarding Specialist to submit your Dialer Business Information during your Account Setup Welcome Call. If you have not scheduled your Account Setup Welcome Call, please email Welcome@SierraInteractive.com and ask for your Onboarding Specialist's scheduling link.

When Twilio decides on your Brand Profile and Campaign, you will see a status at the bottom of your Dialer Business Information page. You will see 1 of 4 statuses.

• If both the Business Profile and Campaign are approved, this message will be displayed: “The Brand Profile and Campaign have been registered successfully.”
• If the Business Profile is approved, but the campaign is not, this message will be displayed: “The Brand Profile has been registered successfully, but we’re awaiting Campaign approval." This usually takes up to 14 days. During this time, you will not have access to text messaging but will have the ability to make calls or leave voicemails. For more information on this change, please contact Support at Support@SierraInteractive.com.
• If the Business Profile isn’t approved, this message will be displayed: “The Brand Profile hasn't been registered due to: Brand feedback: [disapproval_reason]." Because we need both your Brand Profile and Campaign to be approved for compliance purposes, you will not have access to text messaging until both are approved. You will still be able to make calls and leave voicemails, though. For more information on this change, please contact Support at Support@SierraInteractive.com.
• If the Business Profile is approved and the campaign has failed, this message will be displayed: “The Brand Profile has been registered successfully, but the campaign has been disapproved." Because we need both your Brand Profile and Campaign to be approved for compliance purposes, you will not have access to text messaging until both are approved. You will still be able to make calls and leave voicemails, though. For more information on this change, don't hesitate to contact Support at Support@SierraInteractive.com.

If your Brand Profile, Campaign, or both are not approved, you can still use Sierra's Dialer in a limited fashion. You can place and receive phone calls and receive inbound text messages. However, you cannot send outbound text messages to your leads from Sierra until your Brand Profile and Campaign have been approved. Please work with our Support Team for the necessary items for approval. For assistance, please email Support@SierraInteractive.com -- We are happy to help!