How to Complete the Dialer Business Profile to Enable Texting in Sierra

Why This Matters

Texting through Sierra’s Dialer is a powerful engagement tool for agents and ISAs. However, due to regulations like A2P 10DLC (U.S.) and CASL (Canada), texting isn’t automatically available. Completing the Dialer Business Profile is mandatory for brand and campaign approval, which is required for sending SMS. Without it, users can call but cannot text, even via Action Plans. Delays or inaccuracies in submission can significantly hinder lead outreach and conversion.

Step-by-Step Instructions

1. Gather Required Information
   
   
   • U.S.: EIN letter from the IRS
     
     
   • Canada: CBN registration info
     
     
   • Ensure exact match in legal name, address, and contact details
     
     
2. Access the Profile Section
   
   
   • Log in to the Sierra Dashboard
     
     
   • Go to Dialer Settings
     
     
   • Click Dialer Business Profile Information
     
     
3. Enter the Required Details
   
   
   • Legal Business Name as it appears on your EIN (U.S.) or CBN (Canada)
     
     
   • Business Type and Industry
     
     
   • EIN (U.S.) or CBN (Canada) as it appears exactly
     
     
   • Full Business Address
     
     
   • Business Phone and Email
     
     
   • Website URL
     
     
   • Main Contact Name and Contact Info
     
     
   • Secondary Contact: Our third-party provider requires a secondary contact. Most users enter an Admin, such as a Director of Operations or Marketing Manager.
     • If you're a single agent, simply re-enter your own contact information.
4. Submit the Form
   
   
   • Double-check for accuracy
     
     
   • Submit and await email or in-platform updates

Best Practices

• Use your EIN or CBN exactly as it appears on your government documentation.
  
  
• Avoid abbreviations or punctuation differences in names and addresses.
  
  
• Double-check all fields before submitting to prevent approval delays.
  
  
• Keep an eye on your email for approval or revision requests.

Troubleshooting Common Issues

Problem: Texts aren't sending after setting up the Dialer
Solution: Ensure Brand and Campaign have been approved; check the Business Profile for completeness.

Problem: Profile rejected
Solution: Review notes from the provider, correct discrepancies, and resubmit. Focus on matching your EIN/CBN details precisely.

FAQs

Q: How long does texting approval take?
A: It typically takes 4–6 weeks, depending on the accuracy of your information.

Q: Can I text leads before approval?
A: No. You can call leads, but texting will not function, including scheduled texts in Action Plans, until approval is complete.

Q: Who reviews my Dialer Business Profile?
A: A third-party messaging provider, not Sierra.