As per the TRAI regulation for SMS in India, Phase 2 (Template scrubbing) of the DLT platform is planned to go live within October (deadlines for each enforcement is detailed below).

 

To be compliant with DLT scrubbing guidelines and send SMS using Exotel, follow the steps listed below: 

 

1. Register your SMS content templates with Brand Name(s) on DLT operator portal

You need to upload all your SMS templates on an operator DLT portal. Once the templates are approved, it will get synced across all the other operator platforms.
Here are the steps for registering your SMS templates.


To find your existing SMS templates on Exotel, check
here. You can also download your templates on Exotel which also contains a proposed DLT format for your templates. Do note, you need to carefully review the proposed template format before sending for approval on DLT as the variable guidelines may differ. To understand the more about Exotel and DLT template format, read the FAQs below. 

Add Brand Name(s) to your Content Templates on DLT

  • Every Content Template that is being registered by a Principal Entity should contain ‘Brand Name(s)’ (Complete business name/brand name/trademark) in the content field. New templates registering from October 11, 2020, onwards should be added with ‘Brand Name(s)’ and could be rejected if the same is not incorporated while registering.
  • All the OTP templates explicitly (Transaction and Service-related) that have been registered so far, should be updated with ‘Brand Name(s)’ by October 31, 2020.
  • Content Templates for OTP without ‘Brand Name(s)’ will be considered invalid after October 31, 2020.

Below are examples (as shared by VIL DLT Team) for your understanding in mentioning ‘Brand Name(s)’:

Scenario

Scenario 1 : Entities notably called with abbreviations and unique

Scenario 2 : Entities whose abbreviations represent 2 different names, must use complete entity name at the footer.

Scenario 3: Entities whose registered name is different from their registered trademark name, can use their trademark name.

Scenario 4: Entities having multiples brands operated under its registered name, should use their complete brand name.

Entity name

Entity Name: “STATE BANK OF INDIA”

Entity name with same abbreviations:

National Payments Corporation of India (NPCI);

NUCLEAR POWER CORPORATION OF INDIA LTD (NPCI)

Entity name: Bundl Technologies Private Ltd (Swiggy)

or

Atria Convergence Technologies Ltd (ACT Fibernet)

Entity Name: ADITYA BIRLA FASHION AND RETAIL LIMITED

Template examples

Template eg: OTP for online purchase of Rs. {#var#} at {#var#} thru State Bank Debit Card {#var#} is {#var#}. Do not share this with anyone – SBI or State Bank of India

Template eg.1: Amt. of {#var#} for {#var#} ({#var#}) will be credited to ur A/C of {#var#} - National Payments Corporation of India


Template eg.2: Amt. of {#var#} for {#var#} ({#var#}) has been generated with the due date of {#var#} – Nuclear Power Corporation of India

Template eg.1: Dear Customer, ₹{#var#} has been deducted from your Swiggy Money (Powered by ICICI Bank) balance at {#var#} . Updated Swiggy Money balance is ₹{#var#} – Swiggy


Template eg.2: Dear Customer, Thank you for choosing ACT. Our engineer will visit in the next {#var#} hours to confirm feasibility at your location. – ACT Fibernet

Template eg.1: Congratulations! \n Your shopping has unlocked a gift voucher of Rs.1000 redeemable on Pantaloons.com on Rs.2499 spend. Valid till 15th Dec. TC. Use Code: {#var#} – Pantaloons


Template eg.2: As we turn 2 in India, visit the American Eagle store and get a {#var#} OFF on our ENTIRE COLLECTION, exclusively for you! Limited period offer. *T&C apply. Stay safe and keep shopping with us! Learn more – American Eagle

Template eg.3: Congratulations! \n Your shopping has unlocked a gift voucher of Rs.{#var#} redeemable at {#var#} on Rs.{#var#} spend. Valid till {#var#}. TC. Use Code: {#var#} – Louis Philippe



2. Update your templates on Exotel


Once you have updated your SMS templates on DLT portal with Brand Names(s), make sure you update the same on Exotel (Settings -> SMS Templates) as well as add any missing Templates to avoid failures.


3. Configure your SMS API requests with DLT Parameters

You can comply by integrating the additional DLT Parameters while submitting messages to Exotel in our SMS API. ‘DltEntityId’ and ‘DltTemplateId’ are the new parameters added in our SMS API which you need to pass. Detailed documentation can be found here.

`DltEntityId` is mandatory to be provided from October 19, 2020 otherwise, your SMS may failIf you are unable to accommodate the API changes, you can follow the next approach temporarily.



4. Add DLT information on Exotel


If you use the Exotel dashboard (Campaigns, SMS button or SMS applets) to send SMS or unable to accommodate the API changes at the moment, you can update your DLT information on Exotel.

  • To configure your DLT Entity ID on Exotel, set it on the Dashboard Settings. This is mandatory to be provided by October 19, 2020 to avoid SMS failure. You can find the Entity ID on your DLT portal like VIL (Login->Account Setting->Entity ID).


Please Note: Double check the Entity ID entered. In case of incorrect ID the SMSes will fail.





  • To configure template ID on Exotel, you can set it against each of your templates here


  • Once you have configured, both DLT entity ID and template ID, these will be passed to the operators while sending SMSes for your account.

  • Please note, Exotel doesn’t support {#var#} as a placeholder. Instead, replace it with %s while adding your template on Exotel. Read the FAQs below to understand more about template format.


FAQs


How to map DLT SMS type on Exotel for SMS templates?


Exotel supports 3 SMS types, "transactional", "transactional opt in" and "promotional". For backward compatibility we will continue to support all 3 as of now. However, with DLT guidelines you can map your SMS types on Exotel as per below table:


SMS Type on DLT
SMS Type on Exotel
Banking OTP
Transactional
Service Implicit
Transactional / Transactional Opt In
Service Explicit
Transactional / Transactional Opt In
Promotional
Promotional


How to map DLT template format on Exotel?


Exotel supports 2 variable placeholders - %d for numeric and %s for alphanumeric string. Such a placeholder can be replaced with any number of characters. Whereas, DLT supports variable format with {#var#} and it only allows a replacement of up to 30 characters.


Exotel currently doesn't support {#var#}. You'd need to replace %s or %d with {#var#} and vice-versa. 

However do note, your traffic so far might be replacing more than 30 characters for your SMS on Exotel as a replacement of the placeholder %s or %d. To be compliant on DLT, use multiple combination of {#var#} to allow the number of character replacement your SMS would need.

What all changes are required if I'm using Exotel's Send SMS API?

  • Below are the API parameters which you need to review and adhere as per DLT guidelines:
    • From: This should be the Sender ID or the ExoPhone (Linked to a Sender ID) present in your Exotel account and registered on the DLT portal.
    • Body: This is the actual content of your SMS. Make sure the corresponding template is present in your Exotel account and exactly matches with the Template as registered on DLT.
    • DltEntityId NEW: Entity Id of your business as registered with DLT (Distributed Ledger Technology) portal in India.
    • DltTemplateId NEW: Content Template Id against the SMS body registered with DLT (Distributed Ledger Technology) portal in India. Such a template body should be linked with the Sender ID (From) on the DLT portal
  • To read the complete API documentation, refer here.


I send SMS using non-API methods - SMS Campaigns, SMS Applets or SMS Button, what should I do?

  • SMS Template should be registered on DLT.
  • SMS Template should be present on Exotel.
  • DLT Template ID and Entity ID should be configured on Exotel as explained above.


[ To learn more about DLT, refer to this knowledge base ]