Required Setup for Swivel Account Owners
Configure Email & Text Messaging
Configure your organization's email and text messaging settings so users can send branded emails and SMS messages from Swivel.
Overview
Section titled “Overview”Before your team begins communicating with clients through Swivel, you’ll need to complete two one-time setup tasks:
- Verify your email domain by adding CNAME records.
- Register your business for SMS through The Campaign Registry (TCR).
These steps improve email deliverability, increase text message reliability, and help ensure your communications are trusted by email providers and mobile carriers.
Today’s Goal
Section titled “Today’s Goal”By the end of this article, you will be able to:
- Verify your organization’s email domain.
- Submit your TCR registration.
- Understand what to expect during the approval process.
- Confirm your organization is ready to send email and text messages from Swivel.
Step 1: Verify Your Email Domain (CNAME)
Section titled “Step 1: Verify Your Email Domain (CNAME)”Why This Matters
Section titled “Why This Matters”Verifying your domain tells email providers that Swivel is authorized to send email on your organization’s behalf.
This helps:
Section titled “This helps:”- Improve email deliverability.
- Reduce the likelihood of messages being marked as spam.
- Protect your organization’s email reputation.
- Allow users to send branded emails from Swivel with confidence.
What to Do
Section titled “What to Do”Follow the instructions below to create your CNAME records in Swivel and work with your IT administrator or domain provider to:
- Add the required CNAME records to your domain.
- Allow time for the DNS changes to propagate.
- Verify the records in Swivel.
Additional Resources
Section titled “Additional Resources”🔗 Troubleshooting CNAME Verification
Step 2: Register Your Business for SMS (TCR)
Section titled “Step 2: Register Your Business for SMS (TCR)”Why This Matters
Section titled “Why This Matters”Mobile carriers require businesses to register before sending application-to-person (A2P) text messages.
What to Do
Section titled “What to Do”Complete your TCR registration by providing:
- Business information
- Website
- Privacy Policy
- Terms & Conditions
- SMS opt-in process
- Sample text messages
- Campaign details
Once submitted, your registration will be reviewed before SMS messaging is enabled.
Additional Resources
Section titled “Additional Resources”- Submit Your TCR Registration
- TCR Best Practices
- Common TCR Rejection Reasons
- SMS Compliance Requirements
Step 3: Monitor Your Setup Status
Section titled “Step 3: Monitor Your Setup Status”Why This Matters
Section titled “Why This Matters”Email verification and TCR approval are separate processes.
Monitoring both ensures your organization is ready before users begin relying on email and SMS communication.
What to Review
Section titled “What to Review”Confirm:
✅ Your email domain has been verified.
✅ Your TCR registration has been approved.
✅ Any requested corrections have been completed.
✅ Email and SMS features are available within Swivel.
If either process requires additional action, complete the requested updates before relying on those communication channels.
Best Practices
Section titled “Best Practices”- Complete CNAME verification as early as possible.
- Submit your TCR registration early, as approval can take time.
- Work with your IT administrator for the DNS updates are required.
- Review TCR feedback carefully before resubmitting a rejected registration.
- Wait until setup is complete before relying on email or SMS for client communications.
Frequently Asked Questions
Section titled “Frequently Asked Questions”Can we use Swivel before CNAME verification is complete?
Section titled “Can we use Swivel before CNAME verification is complete?”Yes. Your team can continue using Swivel while your email domain is being verified. However, email deliverability may be affected until verification is complete.
Can we use Swivel before TCR is approved?
Section titled “Can we use Swivel before TCR is approved?”Yes. Your team can continue onboarding and using other areas of Swivel while your TCR registration is under review.
How long does TCR approval take?
Section titled “How long does TCR approval take?”Approval times vary depending on the review process and whether additional information is required. If your registration is rejected, update the requested information and resubmit.
Why was my TCR registration rejected?
Section titled “Why was my TCR registration rejected?”Most rejections occur because required information is missing or doesn’t clearly explain your SMS program.
Review the rejection reason carefully, make the requested updates, and submit the registration again.
\Who should complete these setup tasks?
Section titled “\Who should complete these setup tasks?”These tasks are typically completed by a Swivel administrator with assistance from the person who manages your organization’s website or DNS records.
Next Step
Section titled “Next Step”Great work! Your organization’s communication tools are configured or in progress.
Once your email domain is verified and your TCR registration has been approved, your users are ready to begin communicating with clients through Swivel.