¶ An overview of how to obtain TRAI approval for SMS templates and send them using an SMS Service Provider
We have two types of notifications in Quixy, Email and SMS. Sending an Email notification is hassle-free, but when it comes to SMS notifications, we must pay closer attention to the details of the SMS content/template. As we all know It is now Govt. mandated that an SMS template must pass the TRAI verification test before reaching an end-user mobile phone.
This article will explain the processes involved in getting an SMS template approved by TRAI.
NOTE
Any SMS template must be approved by the TRAI (DLT registration process) and accepted by the SMS service provider before it can be finally sent.
¶ TRAI approval process
Obtaining TRAI approval is required to register a Sender ID, which is then used by the SMS Service Provider to send SMS. (Sample Sender ID: VVDQXY). The TRAI approves the SMS templates using the DLT platform.
CAUTION!
Any Sender ID that has not been approved by TRAI, cannot be used to send SMS.
¶ DLT Registration
- You must register the SMS Templates in DLT platform for verification to obtain TRAI approval. What is the purpose of this verification? The reason is simple: to provide credibility, just as you do KYC to obtain a SIM card, you obtain TRAI approval for SMS templates to provide credibility. This procedure eliminates SPAM and fraudsters.
NOTE
Generally, SMS Service providers provide the DLT portal integrated links to register the SMS Templates.
- As we are business consumers, we fall under the Principal Entity Category, the rest are Telemarketers who sell services.
- To register any SMS templates on the DLT platform, you need to have a registered account.
- If you do not have a registered account on DLT platform, you can choose to register.
- If you are not registered as a Principal Entity, DLT platform will provide a Form asking for details to get registered. The details are as follows:
- Authorized Contact Person*
- Organization Name*
- Organization Category*
- Email ID* & Phone Number* (OTP Verification)
- KYC Document* (like, GST Registration)
- Organization Address* (Used in the KYC Document) and so on
- Once an account is registered & verified with OTP, login to the DLT platform with your credentials and OTP verification.
- As soon as you login, you shall land on the DLT dashboard.
¶ Sender ID/Header Registration
This is the unique ID that is used to send messages.
- On the dashboard, Go to Header SMS -> Header SMS Registration, you can apply for Sender ID/Header approval.
- On the Header SMS Registration page, you will find two drop-downs as given below.
- HeaderType: This is to classify the SMS as either Promotional or Transactional.
NOTE
Sender IDs for promotional SMS is mostly made up of numbers. Transactional Sender IDs, on the other hand, mostly contain Text. Whatever it is, the Sender ID can only be 6 characters long.
- Category: This is to specify the Organization’s category, whether it is Banking or IT or others.
- Create Header: Based on the header type, provide the 6-digit ID. Once done. DLT platform shall confirm the registration.
NOTE
You can always check the status (Approval Pending, Approved, Rejected, so on) of the registered Sender ID. The approval process will take 24 hours or more. The Sender ID should resemble the organization's name.
¶ SMS Content/Template Registration
- On the DLT dashboard page, Go to Template -> Content Template Registration.
- On the Content Template Registration page, the platform will ask for details to register an SMS template. The details are as follows:
- Type of communication: Promotion/Transaction
- Template Type: Voice/SMS.
- Category: This is to specify the Organization’s category.
- Content Template Name: Provide a unique Name for the template.
- Choose Header: All the Sender IDs registered on DLT platform and approved by TRAI will be available for you, choose the required ones.
NOTE
DLT platform shall provide the Sender IDs based on the selected Template Type.
- Template Content: Provide the SMS Content.
- Once the SMS content/template is provided, Submit the form. DLT platform shall confirm the registration.
- The status for all the registered SMS templates can be seen under Templates -> Content Template Details.
NOTE
Once the TRAI approval process is completed, the SMS service providers shall accept the approved template along with the Sender ID to send the SMS.
¶ SMS Service Provider
The process of sending an SMS with any SMS service provider is the same; all they need is the SMS Template and Sender ID/Header approved by TRAI.
In Quixy, there are two distinguished scenarios of using an SMS Service provider as given below.
- Quixy’s own SMS Service Provider (SMSCOUNTRY)
- 3rd party/Respective organization’s SMS Service Provider, i.e., users who have their own SMS Service provider have complete freedom over the SMS Template configuration.
Let us first see the process of sending an SMS to an end-user using the Quixy’s SMS service provider.
¶ Quixy’s own SMS Service Provider
Organizations using Quixy’s SMS service provider will have to work closely with the Quixy support team to establish the SMS Templates.
- To obtain TRAI approvals for any type of notification, whether Platform Default messages (such as OTP, User Deactivated, etc.) or Configurable/Dynamic messages (such as App Notifications), you must share the designed SMS Template with the Quixy Support Team. Please follow the advice provided by Quixy Support.
¶ 3rd party/Respective organization’s SMS Service Provider
Organizations with their own dedicated DLT Registration & SMS Service Provider have complete freedom to obtain TRAI approvals for SMS templates and use them to send through their own dedicated SMS Service Provider. Since SMS messages are initiated by Quixy, Organization Admins must configure the third-party SMS Service Provider in Quixy.
¶ Quixy's Standard DLT Approved Templates
NOTE
The below templates are the standard SMS templates defined and used by Quixy. Please be aware that users utilizing our SaaS (Software-as-a-Service) instance or having a SaaS account cannot modify the SMS templates. This restriction exists as these users use Quixy's SMS service provider, and it won't be easy to satisfy everyone's needs. On the other hand, users with an On-Premise account can modify the predefined templates. Since they use their SMS service providers, they can customize the templates according to their requirements. Kindly note that this distinction in template modification options exists to ensure the stability and consistency of the service for SaaS account users.
| SMS Type | DLT Approved Template | Template Sample |
| OTP/Login |
Dear User, OTP to login to your Quixy platform is {#var#}. Do not share it with anyone - VVTQXY |
Dear User, OTP to login to your Quixy platform is 4442. Do not share it with anyone - VVTQXY |
| OTP/Login |
Dear User, {#var#} is your login OTP to your Quixy account. Do not share it with anyone - VVTQXY |
Dear User, 4442 is your login OTP to your Quixy account. Do not share it with anyone - VVTQXY |
| OTP Verification for App Submission |
Dear {#var#}, {#var#} is your one time password (OTP) to perform action against the {#var#} app.- VVTQXY |
Dear Raju, 000000 is your one time password(OTP) to perform action against the Leave app - VVTQXY |
| OTP/Mobile Number Verify |
Dear User, {#var#} is your one time password (OTP) to verify your mobile number. Do not share it with anyone - VVTQXY |
Dear User, 4442 is your one time password (OTP) to verify your mobile number. Do not share it with anyone - VVTQXY |
| Whatsapp/OptIn |
Dear {#var#}, you can now receive Quixy notifications via Whatsapp. To allow and opt-in, please click {#var#} - VVTQXY |
Dear Ramesh, you can now receive Quixy notifications via Whatsapp. To alllow and opt-in, please click https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| Admin Created Users |
Dear {#var#}, you are now a user in {#var#} account, and your login information is, Email ID - {#var#}, Password - {#var#} Use the below link to login. {#var#} - VVTQXY |
Dear Ravi, you are now a user in Navayuga account, and your login information is, Email - ravi@gmail.com, Password - @&hjbyt*90 Use the below link to login. %Link% - VVTQXY |
| App Notifications |
Dear User, you have a notification from {#var#}. The message is, {#var#}. Use the below link to view the details. {#var#} - VVTQXY |
Dear User, you have a notification from Leave Application. The message is, Manager approved the leave. Use the below link to view the details. https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| Email Confirmation |
Dear {#var#}, use the below link to confirm your {#var#} account email id. {#var#} - VVTQXY |
Dear Rahul, use the below link to confirm your Vividminds account email id. https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| Forgot Password |
Dear {#var#}, use the below link to reset your {#var#} account password. {#var#} - VVTQXY |
Dear Ravi, use the below link to reset your Vividsminds account password. %Link% - VVTQXY |
| Reset Password |
Dear {#var#}, to reset your {#var#} account password, click {#var#} - VVTQXY |
Dear Rohit, to reset your Vividminds account password, click https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| Task Completed |
Dear {#var#}, {#var#} has taken an action against the {#var#}'s task with the task message, {#var#}. To check the details, click {#var#} - VVTQXY |
Dear Kiran, Ravi Kumar has taken action against the Leave Application's task with the task message, Leave is awaiting approval from the manager. To check the details, click https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| Task Completed Initiator |
Dear {#var#}, {#var#} has taken an action against the task that you initiated from {#var#} with the task message, {#var#}. To check the details, click {#var#} - VVTQXY |
Dear Ravi, Rohit Sharma has taken an action against the task that you initiated from Leave Application with the task message, Leave is awaiting approval from manager. To check the details, click https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| Task created |
Dear {#var#}, you have a new task from {#var#} with the message, {#var#}. To check the details, click {#var#} - VVTQXY |
Dear Rahul Kumar, you have a new task from Leave application with the message, Leave is awaiting approval from manager with data - Ravi, 21-03-2022, Casual Leave. To check the details, click https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| Task Escalation |
Dear {#var#}, this message is to inform you that {#var#} has not performed any activity against the assigned task with the message, {#var#}. - VVTQXY |
Dear Komal, this message is to inform you that Ravi has not performed any activity against the assigned task with the message, Quotation approval is pending. - VVTQXY |
| Task Reminder |
Dear {#var#}, this is a gentle reminder about the {#var#}'s task with the message, {#var#}. Due date is {#var#}. To view the information, click {#var#} - VVTQXY |
Dear Ravi, this is a gentle reminder about the Leave Application's task with the message, Leave is awaiting approval from manager. Due date is 21-03-2022. To view the information, click https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| User Registered | Dear {#var#}, a warm welcome to you! You are now a user in the {#var#} account. - VVTQXY |
Dear Ravi, a warm welcome to you! You are now a user in the Vividminds account. - VVTQXY |
| User Registered Admin |
Dear Admin, a new user has registered in your organization. The details are, {#var#}, {#var#}, {#var#}. - VVTQXY |
Dear Admin, a new user has registered in your organization. The user details are, Ravi, ravi@gmail.com, 0989876787. - VVTQXY |
| User Role Added |
Dear {#var#}, you have been assigned a new role as a {#var#} under {#var#} workspace in {#var#} account. - VVTQXY |
Dear Bharath, you have been assigned a new role as a Manager under Leave Management workspace in Vividminds account. - VVTQXY |
| User Role Removed |
Dear {#var#}, your role as a {#var#} has been removed from the {#var#} workspace in {#var#} account. - VVTQXY |
Dear Rahul, your role as a Manager has been removed from the Leave Management workspace in Vividminds account. - VVTQXY |
| Manual Task Reminder |
Dear {#var#}, this is a gentle reminder about the {#var#}'s task with the message, {#var#}. Due date is {#var#}. To view the info, click {#var#} - VVTQXY |
Dear Ravi, this is a gentel reminder about the Leave Management's task with message, Leave is awaiting approval from manager. Due date is 21-03-2022. To view the info, click https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| User Notification |
{#var#} mentioned you in the {#var#} on {#var#} with the comment, {#var#}. To reply, click {#var#} - VVTQXY | Komal mentioned you in the Quotation Request Application on 21-03-2022 with the comment, Ravi, this is an exorbitant price. To reply, click https://companyname.quixy.com/confirmoptin/09062021-120004330-61b724a7-66dd-491c-920c-3f8bdaa19219 - VVTQXY |
| Auto Task Execution Failed |
Dear {#var#}, {#var#} activity's auto-execution has failed due to a few validation errors, please take the necessary action. - VVTQXY |
Dear Ravi, Quotation activity's auto-execution has failed due to a few validation errors, please take the necessary action. - VVTQXY |