How Do I Fix a Failed Engage Registration?
Learn how to fix the most common reasons carriers reject an Engage registration.
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If carriers reject your Engage registration, the registration form opens again on the Engage tab. Check your information against the requirements below, update it, and submit the form again.
If the registration form opens again blank, with no reason listed, contact JobNimbus Technical Support. Resubmitting the form won't fix it.
Business Information
The most common reason a registration fails is a legal business name or EIN that doesn't match your IRS records. Enter both exactly as they appear on your tax paperwork. Make sure these details also match everywhere you enter them:
- Legal business name
- EIN, or your sole proprietor details if you don't have one
- Physical address
- Website domain
- Industry or business type
- Contact email
If your main business address is in Canada, make sure Is the main business address listed in Canada? is checked. Enter your provincial corporation number or Canada Corporation Number in the Business Number or Corporation Number field, and use your legal name and address exactly as registered.
Registrations also fail when the website domain doesn't match the submission, or the policy links point to a different domain.
Public Website
Reviewers must be able to open your website. It can't be under construction or behind a login, and it needs working links to:
- Privacy Policy
- Terms & Conditions or Terms of Service
Any form on your website that collects phone numbers needs a texting opt-in checkbox and disclaimer. Registrations often fail when reviewers can't find these pages, the links are broken, or the site isn't public.
Texting Terms
Your Privacy Policy, Terms, or opt-in language must clearly cover:
- What customers are signing up for
- How often you'll text them, such as "Message frequency varies."
- "Message and data rates may apply."
- How to opt out (reply STOP)
- How to get help (reply HELP, plus your support contact information)
- That you don't share mobile opt-in data or phone numbers with third parties or affiliates for marketing
Registrations often fail when the terms exist but don't mention texting, consent, or opting out.
Texting Description
The form pre-fills Reason for providing texting with a description that works for most JobNimbus customers. Keep it only if it matches the consent language on your website's contact form. If you write your own, be specific about why you text customers, such as appointment confirmations and project updates. Registrations often fail when the description is vague, such as "sends messages to customers."
Opt-In Method
Under Call to Action/Opt-In, select each way customers agree to receive texts, and include proof for each method you select.
- Verbal consent: The form pre-fills a Verbal Opt-In Script. Make sure it matches the script your team actually reads. It must include your company name, the purpose of your texts, how often you'll text, "Message and data rates may apply," STOP and HELP instructions, and a reference to your Terms and Privacy Policy.
- Web or in-person form: Provide the URL where customers opt in, or a public screenshot if the form is behind a login. The texting checkbox must start unchecked, and customers must be able to submit the form without checking it.
If you select more than one opt-in method, such as verbal and web, provide the details for each one. Registrations often fail when verbal consent is selected with no script, or when a form's opt-in language is missing or can't be verified.
Sample Messages
The form pre-fills two sample texts. Keep them only if they match what you plan to send. Make sure your samples:
- Identify your business by name
- Use placeholders for details that change, such as [FirstName] or [Date]
- Include STOP opt-out language in at least one sample
- Include "Msg & data rates may apply"
Registrations often fail when samples don't name the sender or none of them include opt-out language.
To learn how to register, check out What Is Engage and How Do I Add It to My JobNimbus Account? If your registration still fails after you check each requirement, contact JobNimbus Technical Support.