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Trust Center Settings in Whippy

Manage regulatory compliance for messaging, including 10DLC brands, campaigns, and registration details.

Maria Cairns avatar
Written by Maria Cairns
Updated yesterday

Why it matters

The Trust Center contains all compliance-related settings needed for SMS messaging in the United States and other regulated regions. Correctly configuring brands and campaigns ensures your organisation meets carrier requirements, avoids message blocking, and maintains high deliverability.

Key Concepts

10DLC Brand: A registered business identity required for sending SMS through US long codes.

10DLC Campaign: A use-case registration describing the type of messages you send, the sample messages, and compliance metadata.

Brand and Campaign Registration: Mandatory for organisations using SMS in regulated regions.

Use Cases and Sub-Use Cases: Categories that define the type of communication your organisation sends.

Keywords and Flows: Required help, opt-in, and opt-out messaging definitions for compliance.

Step-by-Step: Configure Trust Center Settings

  1. Open Trust Center

    • Go to Settings → Organisation Settings → Trust Center.

    • Two tabs are available: Brands and Campaigns.


Brands

  1. View existing brands

    • See all registered 10DLC brands, including brand name and status.

    • Use the more actions menu to manage each brand.

  2. Create a new brand

    • Click Create provider brand.

    • Complete all required fields in the multi-step form.

  3. Edit an existing brand

    • Click the more actions menu and choose Edit brand.

    • Update the brand details across the following steps:

Step 1: Business Details

  • Company name

  • Display name

  • Description

  • Business email

  • Business phone

Step 2: Address Details

  • Primary address

  • City

  • State

  • Postal code

Step 3: Business Type & Registration

  • Business type (corporation, LLC, sole proprietorship, partnership, cooperative, non-profit)

  • Business use case (select from extensive dropdown options)

  • Website

  • Employer Identification Number (EIN)

  • Business registration number and type

  • Alternative registration values if applicable

  • Average daily call volume

Step 4: Operational Details

  • Number of employees

  • Brand relationship (reseller or direct)

  • Regions of operation (USA and Canada, Latin America, Europe, Asia, Africa)

  • Stock symbol and exchange (optional)

  • Brand representative details:

    • First name

    • Last name

    • Phone

    • Email

    • Job position

    • Business title (if applicable)

    • Government entity indicator

  1. Save updates

    • Click Edit brand or Create brand once all fields are completed.


Campaigns

  1. View existing campaigns

    • Each campaign displays:

      • Description

      • Use case

      • Sub use case

    • Use the more actions menu to edit a campaign.

  2. Edit or create a campaign

    • Click Edit campaign or Create campaign.

    • Complete the required multi-step form.

Step 1: Campaign Details

  • Industry

  • Description

  • Use case

  • Sub use case

Step 2: Compliance Keywords

  • Opt-in keywords

  • Opt-out keywords

  • Help keywords

  • Opt-in, opt-out, and help messages

Step 3: Message Flow & Sample Messages

  • Message flow description

  • Up to four sample messages

Step 4: Campaign Metadata

  • Affiliate marketing

  • Age gating

  • Auto-renew

  • Embedded links

  • Embedded phone numbers

  • Number pools

  • Subscriber opt-in requirement

  • Subscriber opt-out support

  • Subscriber help handling

  • Direct lending indicator

  1. Submit campaign

    • Click Update campaign or Create campaign to finalise registration.


Tips and Best Practices

  • Ensure brand details match official government registration records exactly.

  • Keep sample messages realistic; they should reflect the messages sent in production.

  • Use clear opt-in and opt-out language to avoid compliance violations.

  • Review campaign metadata carefully as carriers use these values to approve or deny campaigns.

  • Update your brand’s operational regions and business type if your company changes structure.

Troubleshooting

Issue

Possible Cause

Fix

Campaign rejected by carriers

Missing or inaccurate business details

Review all fields in the brand registration, especially EIN and address.

Messages blocked or filtered

Brand or campaign not fully approved

Check approval status in Trust Center and complete missing steps.

Opt-out not working as expected

Incorrect opt-out keyword setup

Review the compliance keyword section of the campaign.

Unable to create a brand

Duplicate information or invalid fields

Confirm all required data is entered correctly and matches legal records.

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