HighLevel's Pre-Built A2P Campaign (Widget-First) flow uses a guided questionnaire and an auto-generated Chat Widget to help you complete Campaign registration with built-in compliance safeguards.

This guide covers the benefits of the widget-first approach, how the guided setup works, and step-by-step instructions for registering your Campaign.

What is the Pre-Built A2P Campaign (Widget-First) Flow?

Key Benefits

Understanding the Pre-Built Campaign Flow

You select either Marketing / Promotional or Informational / Non-Marketing at the start of registration. The Campaign Use Case dropdown then filters to show only the options that match your selection, which helps reduce rejection risk caused by terminology confusion.

If you select Marketing / Promotional and also indicate that your Campaign involves financial services or loan-related content, the flow prompts you to switch to Informational before continuing. This helps prevent a high-risk combination that carriers commonly reject.

When you indicate that your Campaign involves age-gated content and/or financial services or loan-related content, the widget automatically adds a mandatory Date of Birth field. Contacts cannot submit the form without confirming they meet the minimum age requirement, which supports CTIA rules for restricted categories.

HighLevel automatically creates a brand-specific widget that includes your business name, frequency disclosure, "Msg & data rates may apply" notice, and STOP/HELP instructions. HighLevel also generates the JavaScript embed code for your website.

You can adjust colors and header text only. Disclosure language, required fields, and consent checkboxes cannot be edited or removed, so the live widget matches what was submitted for review.

Before submission, you review a read-only summary that includes your consent fields, system-generated sample messages, and your opt-in method. These fields are non-editable, which helps keep your registration details consistent with the live widget.

How to Set Up a Pre-Built A2P Campaign

Before you begin, make sure the following are in place:

• Your A2P Brand registration is approved, or eligible to continue.
• Your business has a live, publicly accessible website.
• The website represents the same business submitted during Brand registration.
• The website includes a Privacy Policy and Terms & Conditions.
• You know what type of SMS messages you plan to send before selecting a Campaign use case.

In your sub-account, go to Settings → Phone System → Trust Center. Under A2P Messaging (SMS), continue to Campaign registration. If you are creating an additional Campaign, go to Brand & Campaigns → Campaigns → Create Campaign.

After Brand registration is complete, Campaign registration opens in Chat Widget Setup by default. Complete the Chat Widget Setup fields to configure the consent experience for your Campaign.

Use Manual Setup if you already collect SMS consent through another approved method, such as an existing website form, paper form, lead form, QR code, kiosk, or verbal consent. To do this, select Switch to Manual Setup below the first Chat Widget Setup screen.

Note: If you switch to Manual Setup and decide to use the Chat Widget instead, select Chat Widget Setup — recommended from the Campaign details step panel to return to Chat Widget Setup.

Select either Marketing / Promotional or Informational / Non-Marketing. The Campaign Use Case dropdown filters based on your selection to show only matching options.

Respond to questions about your Campaign content, including whether it involves financial services, loan-related content, or age-gated materials. If you select a disallowed combination, such as Marketing plus Financial, the flow will prompt you to adjust your selections before continuing.

Preview the auto-generated Chat Widget. You can adjust colors and header text, but disclosure language, required fields (including any mandatory Date of Birth field), and consent notices are locked and cannot be modified.

Copy the provided JavaScript embed code and install it on the web page you confirmed during setup. The widget needs to be live and publicly viewable before you complete the compliance check in the next step.

Confirm that your website meets carrier and platform requirements. Your submitted website should:

• Be live and publicly accessible.
  
  
• Clearly represent the registered business.
  
  
• Match the business information used during Brand registration.
  
  
• Display appropriate business/contact information.
  
  
• Include a Privacy Policy and Terms & Conditions.
  
  
• Have the required SMS opt-in experience available on the submitted page.

Click Review Application to run the compliance review. If HighLevel identifies an issue, review the recommendation, correct the applicable Campaign or website information, and run the review again. Once the required checks pass, submit the Campaign for carrier review. Passing the HighLevel review does not guarantee carrier approval — the final decision is made by carriers and registration partners.

Go to Campaigns → Status to track your submission. Review times can vary, so check the status in Trust Center rather than creating a duplicate Campaign.

Your Campaign has been submitted for carrier review. You can begin sending SMS once approval is confirmed.

Frequently Asked Questions

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