Overview
When you create a new Cobalt account, the first step is to go through our onboarding flow which asks you a series of questions about your business. The goal is to collect all of the necessary information to submit to carriers and get your phone number approved for sending messages. The entire process should take 5-10 minutes.
Get Started
1. Contact information: Enter your name, phone number and email, check the box to agree to Cobalt's Terms of Service, then click Continue.
2. TCPA overview: Watch the short compliance video, check the consent agreement, then click Continue.
3. Messaging terms & privacy policy: Click Copy info and paste the text at the top of your website's Terms of Service and Privacy Policy pages. Check both boxes and click Continue.
4. Messaging compliance: Check or fill in your business details, then click Continue.
Full legal business name: Your registered name. No DBA names.
Display name: The name subscribers see. DBA names are allowed.
Customer support email and phone number: Where subscribers can reach you.
5. Business Verification: Choose your phone number type, fill in your business information, then click Continue.
10DLC (2-3 business days): A 10-digit number with higher messaging volume. Recommended and selected for you.
Toll-Free (4-5 business days): A number with an 800, 888, 877 or 866 area code.
Business type: Private company, Publicly traded company, Non-profit, Government or Sole proprietor.
EIN and business address: As registered for your business.
Important: Carriers restrict or ban (SHAFT company types), this means: sex, hate, alcohol, firearms and tobacco content (including THC and CBD), and they review your whole website. A password-protected or unpublished site is denied until it is live.
What happens next
The last step asks for a payment method to start your free trial (see Create Your Cobalt Account). Your application then goes to Cobalt's team for review.
Helpful Information
You can update your business details later in Compliance settings.
Shopify stores: Setup has three more steps, and no payment step because Shopify bills you.
Install the Cobalt app embed on Shopify: In Shopify, go to Online Store > Themes > Edit Theme > App Embeds, turn on Cobalt and click Save
Checkout subscriber collection (Shopify Plus stores only): Go to Settings > Checkout > Customize, click Add app block, choose Cobalt SMS Opt-In and click Save.
Recommended flows: Welcome, Abandoned cart and Post-Purchase start on; Browse abandonment and Win back start off. Click Finish, and the flows you left on are created for you.
Get support
Questions? Please message our team via Live Chat on the bottom right or send us a text message at: 321-318-9777