# Register via Dashboard
URL: /docs/registration/dashboard
LLM index: /llms.txt
Description: Register your brand and campaign using the Surge dashboard form, the current path for toll-free verification.

# Register via Dashboard

The dashboard registration form at `hq.surge.app` walks you through the same fields as the API, with step-by-step guidance and inline validation. It's the fastest path for direct businesses registering once.

It's also the only path for toll-free number verification today — there is no API equivalent.

## Prerequisites

<Note>
Before you start, have these ready:

- **Surge dashboard access**: Sign in at [hq.surge.app](https://hq.surge.app).
- **An account selected**: Pick one from the **Accounts** page or create a new one.
- **Business and campaign details**: Tax ID, website URL, privacy and terms URLs, opt-in flow description, 2–5 sample messages.
</Note>

## Open the registration form

On the chosen account, click **Register** or **Complete Registration** to launch the form.

![The Accounts list in the Surge dashboard](/images/dashboard/accounts-list.png)

The form is a 10-step wizard with a progress sidebar on the left.

## 1. Business type

Carriers require a tax ID for every business that sends A2P text messages. If your business has a US Employer Identification Number (EIN), choose **Yes, I have an EIN**. Sole proprietors without an EIN choose **No, I do not** and follow the [Sole Proprietor Path](./sole-proprietor).

![Business type step asking whether the business has an EIN](/images/dashboard/registration-01-business-type.png)

## 2. Authorized representative

The person who has authority to register this brand for messaging. If you're registering on behalf of one of your customers (a vertical SaaS pattern), this must be a representative of the customer's brand, not someone from your platform. They may be contacted by Surge or carrier partners if reviewers have questions.

![Authorized representative form with name, title, email, and phone fields](/images/dashboard/registration-02-authorized-representative.png)

## 3. Business information

Legal business name, EIN, website URL, industry, and regions of operation. The website must be publicly accessible and clearly reflect the brand, reviewers visit it and reject brands whose sites don't match the registration. See [Avoiding Rejection → Business identity consistency](./avoiding-rejection#business-identity-consistency) for the most common pitfalls here.

![Business information form with EIN, business name, website, industry, and regions](/images/dashboard/registration-03-business-information.png)

## 4. Business address

The legal address registered to the business. This must match what's on the EIN/CBN registration record carriers cross-check against.

## 5. Campaign

What you're sending: use cases (marketing, customer care, two-factor auth, etc.), expected volume, whether messages contain links or phone numbers, and 2–5 sample messages.

![Campaign step with use cases, low/high volume tiers](/images/dashboard/registration-05-campaign.png)

## 6. Privacy policy

The URL of your published privacy policy. Must be publicly accessible (not behind a login) and must reference your text-messaging program.

![Privacy policy URL field](/images/dashboard/registration-06-privacy-policy.png)

## 7. Terms and conditions

The URL of your published terms of service. Same accessibility rules as the privacy policy.

![Terms and conditions URL field](/images/dashboard/registration-07-terms-and-conditions.png)

## 8. Opt-in method

How users consent to receive messages. Pick from web form, mobile QR code, paper form, verbal consent, or a keyword reply. This maps to the `consent_flow` field in the API.

![Opt-in method selection](/images/dashboard/registration-08-opt-in-method.png)

## 9. Opt-in details

A plain-English description of your opt-in flow plus the URL where the opt-in happens. Reviewers visit this URL, so it must be live and show the consent flow you described. See [Schema Reference → consent_flow](./schema-reference#consent_flow) for what makes a strong description.

![Opt-in details with description and URL](/images/dashboard/registration-09-opt-in-details.png)

## 10. Confirm

A read-only summary of every value you've entered. Edit any section directly from this page; only submit once everything looks right.

![Campaign Summary review page](/images/dashboard/registration-10-confirm.png)

## Sole proprietor path

If you selected **No, I do not** on Step 1, you're routed through a sole-proprietor variant of the form with different disclosure requirements. See [Sole Proprietor Path](./sole-proprietor) for details.

## After you submit

<Info>
The form submits everything to Surge, which sends it to the carrier network. You'll receive an email when the campaign status changes, and you can track status in the dashboard under **Accounts → [Account name] → Campaign**. If the campaign status becomes `changes_needed`, Surge sends an email with reviewer feedback — see [Fixing a Rejected or Changes-Needed Campaign](./fixing-rejected) for how to respond.
</Info>

## Toll-free registration

Toll-free verification is dashboard-only and uses a separate flow from 10DLC. See [Toll-Free Verification](./toll-free).