Choosing the Appropriate DLT Platform:

• Businesses need to choose a DLT platform from the various options provided by telecom operators like Vodafone Idea, Airtel, or Jio. Each platform serves the same purpose but may have different interfaces and processes.

Registering as a Principal Entity (PE):

• Sign-Up: Visit the chosen operator’s DLT portal and sign up as a new user. Provide essential details such as your business name, type, address, PAN number, and authorized signatory details.
• KYC Verification: Upload necessary documents for verification, including the PAN card, GST certificate, and a letter of authorization. This step is crucial for verifying the legitimacy of your business.
• Approval: Once the documents are submitted, the DLT platform reviews them. Upon successful verification, you will receive an approval email.

Header (Sender ID) Registration:

• What is a Header?: A header is the alphanumeric identity that appears on the recipient’s phone when they receive an SMS from your business. It helps in identifying the sender of the message.
• Registering the Header: After the Principal Entity registration, you need to register your headers. This is the name that will be displayed to customers, typically representing your brand or service.
• Approval Process: The DLT platform will review and approve your headers based on the guidelines provided by TRAI.

Content Template Registration:

• Purpose: TRAI requires businesses to pre-register message templates to ensure that the content being sent adheres to regulatory standards and does not contain misleading or spammy information.
• Template Submission: Submit all the SMS content templates you plan to use. Templates include various types such as promotional, transactional, and service-related messages.
• Approval: The DLT system will review these templates to ensure compliance. Approved templates are then stored in the system for future use.

Consent Registration:

• What is Consent?: Consent is the permission granted by the recipient to receive communications from your business.
• Registering Consent: If your business sends promotional messages, it is essential to obtain and register the consent of recipients. This can be done through various channels like SMS, online forms, or offline methods.
• Maintaining Records: You need to maintain accurate records of consent for audit purposes and to ensure compliance with TRAI regulations.

Telemarketer Registration (if applicable):

• Working with a Telemarketer: If you’re using a telemarketer for sending your SMS, the telemarketer also needs to be registered on the DLT platform. They must provide details about their services, including their agreements with the principal entity.
• Linking with Principal Entity: The telemarketer must be linked to your business on the DLT platform, which ensures that both entities are compliant with the regulatory framework.

Campaign Management and Sending Messages:

• Once your headers, templates, and consents are registered and approved, you can begin managing and sending SMS campaigns through your telemarketer or directly via the DLT platform.