No, the form cannot be edited or canceled once submitted. If information is missing or incorrect, the registration will eventually move to a ‘failed’ status. Once failed, the form can be resubmitted.
DFM Academy · Quick Navigation
Getting Started
How to activate your DFM products and Get Found.
Table of Contents
Step 1: Activating your user account
After confirming your subscription, you will receive an email similar to this:
Use this email to set your password. From there, your DFM Dashboard will activate. For future logins, visit: Digital Footprint Management – Sign In
Step 2: The 'Complete Set up' tab
Once you are logged in, go through the Complete Setup tab located in the top right of your screen. Depending on the products you have subscribed to, these steps will vary.
AI Workforce
Follow the steps to personalize your business’s AI assistants. To master the AI prompts: INSERT LINK HERE
Integrations: Connect your Google Profile
One of the key steps will be connecting accounts like Google Business Profile and Facebook. With these connections, you’ll unlock powerful integrations and have access to their data all in one place.
Connect your business system
When you reach the ‘Integrations’ section within the Complete Setup tab, select ‘Find Integrations‘.
You will be given the ability to connect your Google and Facebook accounts. Make sure you are connecting your BUSINESS profiles, not your personal accounts.
The integrations section is not where you connect your social media profiles. This is where you connect review and search engine profiles, your CRM, shops, etc. If any of these apply to your business and you want to track them in DFM, follow the steps within each option to connect.
If you want to connect a CRM for review generation, but do not see it listed, you can:
- Select ‘CSV Upload via FTP’ option.
- Or contact customer service located in the bottom left of your screen at any time.
Step 4: Registering SMS
If you have the Reputation Management product or Webchat, or Conversations AI products, setting up SMS registration will be vital.
To prevent spam and other widespread SMS abuse, phone carriers in the United States now require businesses to register their phone numbers before sending SMS messages to customers (A2P 10DLC). In the Complete Setup funnel, the last step is to complete your business’s SMS registration.
You will need to fill out the form and submit for phone number approval. This step is required if you have signed up for Reputation Management, Webchat AI, or Inbox Pro and Premium.
Once the form has been submitted, registration through third-party verification can take anywhere from one week, up to one month. A third-party agency is being used by telecom carriers in the United States to verify business data with government databases. We typically see approval within a week.
Important SMS from Questions
Which contact information to use?
The most common reason for a business’s application being rejected is when the information entered in the form does not match the information the IRS has for the business, associated with the EIN/Tax ID. Make sure the business information submitted matches exactly the same information associated with the EIN.
Can sole-proprietor businesses without an EIN register for SMS?
Not at this time. We are investigating supporting this in the future, for both US- and Canada-based businesses.
My business is located outside of the United States. Do I need to register?
Registration is strictly for businesses that wish to send messages to US numbers. Some businesses may be located outside of the United States, but wish to send SMS messages to US numbers. This is not possible currently, but will be in the future.
There was a mistake on the SMS form I submitted – can I cancel it?
Connecting your Social Media accounts
If you have subscribed to the Social Tool Product, please follow these steps to connect your accounts and start posting!
Launch the social tool in your DFM account
Open the overview tab, select Connect accounts
Select the + next to the accounts you want to add
*Depending on your product level, you may have more or fewer channels available.
To start posting and learn all tools available within the product: Social Tool Guide