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Terms of Use: Merchant Onboarding and Online Store Registration for an SMS Aggregator
Terms of Use: Merchant Onboarding and Online Store Registration for an SMS Aggregator
Welcome to our enterprise-grade SMS aggregation platform, designed to streamline merchant registration, onboarding, and deployment of compliant messaging across online stores. This document defines the rules, responsibilities, and technical expectations for business clients who seek to register online stores and engage in high-volume, permission-based SMS communications. The focus is on enabling robust registration in online stores, rapid onboarding for new merchants, and scalable messaging operations across Canada and North America, with attention to data privacy, security, and regulatory compliance.
Definitions
In these Terms, the following terms have the meanings below: \"Merchant\" means any business entity that registers with the platform to send SMS notifications to customers. \"Platform\" means the SMS aggregation service, including API endpoints, dashboards, templates, and integration tooling. \"Registration\" refers to the process of creating a merchant account and configuring with a verified domain and payment method if required. \"Onboarding\" means the series of steps from initial inquiry through production use, including KYC checks, API provisioning, and campaign rollout. \"API\" means the application's public interface used to create campaigns, manage templates, and retrieve analytics. \"Opt-In\" means customer agreement to receive messages, recorded as a consent event. \"CASL\" is Canada’s Anti-Spam Legislation applicable to commercial electronic messages. \"PIPEDA\" is Canada’s private-sector privacy law governing personal data protection. \"DPA\" is the Data Processing Agreement governing data handling by subprocessors. \"SLA\" stands for Service Level Agreement. \"ETL\" refers to extract-transform-load data processes used for analytics. \"Merchant Portal\" is the web-based interface for managing campaigns and settings.
Scope of Services
The Platform provides an SMS gateway, messaging orchestration, two-way reply handling, template governance, opt-in and suppression tooling, and advanced analytics. We support merchant onboarding via API integration, checkout widgets, and content-rich campaigns including transactional messages (order confirmations, shipping updates) and marketing messages (promotions, reminders) that are compliant with applicable laws. The service is designed for fast go-to-market with robust security controls, reliable delivery, and real-time visibility into campaign performance. Our regional footprint includes Canada, with capacity to expand to additional markets while preserving data privacy and regulatory alignment. LSI phrases you will see throughout include merchant onboarding, online store registration, API integration, SMS gateway, delivery receipts, and opt-in verification to ensure meaningful subscriptions and high opt-out rates.
Merchant Registration and Onboarding Process
The onboarding process is purpose-built to accelerate registration in online stores while ensuring compliance and risk management. The journey begins when a merchant or a partner submits a registration request through the merchant portal or an approved integration partner. Our workflow emphasizes transparency, speed, and security. Step-by-step, merchants complete company information, business verification, domain ownership proof, and a contractual agreement that defines data processing roles and responsibilities. KYC checks verify business legitimacy, billing contacts, and required regulatory disclosures. After verification, we provision sandbox API keys, connect webhook endpoints, and enable test campaigns. The sandbox environment mirrors production but uses test numbers and data, allowing merchants to validate message templates, routing logic, opt-in handling, and failure scenarios. Once testing passes, we move to production onboarding with live templates, mission-critical templates for order confirmations, and a pre-approved messaging catalog. We provide comprehensive integration guides, sample payloads, rate limits, and error handling documentation. The onboarding timeline is influenced by regional rules, documentation readiness, and the complexity of the merchant’s checkout flows. Our team coordinates with Canadian clients to ensure alignment with CASL consent requirements and PIPEDA-compliant data handling during onboarding and ongoing operations. The process is designed to support megapersonals and other partner networks that require reliable onboarding pipelines in Canada and beyond.
Technical Architecture and How the Service Works
The platform acts as an orchestrator, positioned between merchants and mobile network operators. The architecture emphasizes reliability, security, and extensibility. Core components include a RESTful API, a robust webhook system, a scalable message queue, a delivery engine, template governance, and an analytics dashboard. The API supports campaign creation, message templating with placeholders, recipient validation, delivery tracking, and opt-out management. Webhooks provide real-time notifications for delivery receipts, message failures, and opt-out events, enabling merchants to maintain compliance and up-to-date contact lists. The delivery engine supports one-way notifications (order confirmations, shipping updates) and two-way flows (customer replies and automated follow-ups). The system uses TLS 1.2+ for data in transit and AES-256 encryption for data at rest. Access to the admin console is protected with role-based access control (RBAC), multi-factor authentication (MFA), and granular permission sets. Tenancy is isolated by merchant account and environment, with tokenization of sensitive customer identifiers to minimize data exposure in logs and analytics.
API Integration and Onboarding Details
Developers integrate via a secure, well-documented API. Typical flows include creating campaigns, managing templates, validating phone numbers, scheduling messages, and handling opt-out requests. We provide sandbox credentials, sample payloads, and guidance on rate limits, retry strategies, and idempotent operations. Webhooks deliver events such as delivered, undelivered, failed, and customer replies, enabling end-to-end automation. The onboarding kit includes a reference architecture diagram, a glossary of terms, and a migration plan to bring test campaigns into production with minimal risk. We encourage a staged rollout: begin with transactional messages to verify reliability and compliance, then progressively enable promotional broadcasts in accordance with consent records and regional rules. Our platform supports megapersonals-like partnerships by offering scalable campaign orchestration, brand-safe templates, and strict adherence to opt-in policies.
Data Security, Privacy, and Compliance
Security and privacy are foundational. The platform adheres to PIPEDA and CASL in Canada, with ongoing risk assessments, data mapping, and privacy impact assessments (PIAs) for new features. We require explicit opt-in for customer messaging and provide easy opt-out mechanisms. Access controls, encryption, and logging are designed to minimize the risk of data exposure. We store only the data necessary to deliver services and to provide analytics, with strict data retention windows and automated deletion options. Data processing agreements define the roles of subprocessors, data flow diagrams, and cross-border transfer controls. In the event of a security incident, we follow a formal incident response process with defined timelines for customer notification and remediation. The architecture supports data residency options for Canadian clients, enabling data to reside within Canadian data centers when required, while enabling cross-border analytics under controlled conditions and with appropriate safeguards for data transfer and privacy.
Regional Operations: Canada
Canada-focused operations bring practical benefits for merchants in this market. We provide local language support, country-specific regulatory guidance, and SLA commitments that reflect local business practices. Canadian customers benefit from optimized routing, ensuring high deliverability to major carriers and carriers’ compliance checks for promotions and transactional messages. We collaborate with Canadian partners, including affiliates and networks, to create a robust ecosystem that supports online store registration and onboarding at scale. The onboarding process is tailored to the Canadian market, aligning with CASL requirements for consent recording, unsubscribe handling, and message content restrictions. In addition, we offer a Canadian data residency option to keep critical customer data in-country, facilitating regulatory compliance and faster data processing for analytics relevant to local campaigns. The partner ecosystem includes diverse networks such as megapersonals, with standardized onboarding practices, API compatibility, and shared security controls to protect user data and brand reputation.
Pricing, Billing, and Service Levels
Transparent pricing is crucial for business clients. Our Terms of Use summarize setup fees, monthly minimums, per-message charges, and tiered volume discounts. We provide a clear invoicing schedule with itemized usage, tax considerations, and credit terms when applicable. The SLA outlines uptime guarantees, response times, maintenance windows, and incident handling expectations. For high-volume deployments or mission-critical campaigns, customers can negotiate enterprise-grade SLAs and dedicated support resources, including a customer success manager and a technical account manager. We provide comprehensive documentation about rate limits, plan allowances, and the cost implications of templates, retries, and delivery failures. As a business customer, you will find the pricing model designed to align with online store registration and checkout event volumes, enabling predictable budgeting and better ROI on transactional messaging and promotions.
Usage Rules and Prohibited Activities
To protect customers and merchants, the platform enforces strict usage rules. Merchants must obtain and preserve opt-in consent for each customer and must maintain up-to-date suppression lists. Prohibited activities include sending messages without legitimate opt-in, content that violates laws or platform policies, and attempts to circumvent security controls or rate limits. We reserve the right to suspend access or terminate accounts in cases of repeated violations, with notice and an opportunity to cure where feasible. The platform includes built-in compliance tooling such as opt-out handling, suppression lists, and policy enforcement for message templates. We encourage testing in the sandbox to prevent production-level issues. Our approach to compliance aligns with CASL and local regulations in Canada, ensuring that marketing and transactional messaging respects customer preferences and brand reputation.
Intellectual Property
All platform assets—software, documentation, branding, and templates—are protected by intellectual property rights. Merchants may use approved branding and templates within the scope of their license, while any third-party content requires proper licensing. Documentation, API references, sample payloads, and developer tools are provided under license terms described in the DPA and partner agreements. For partners, co-branding options are available under guidelines to maintain a consistent customer experience and to protect the platform’s brand integrity across channels, including Canada.
Support, Documentation, and the perpay customer support number
Support is available through multiple channels: email, chat, and phone support with local language options for Canada and North America. The perpay customer support number is provided for urgent production issues, on-call assistance, and onboarding questions. Our knowledge base contains integration guides, API references, troubleshooting tips, and best practices for merchant onboarding, including step-by-step playbooks for online store registration. We publish regular release notes, security advisories, and performance reports to keep partners informed about improvements and changes. Enterprise clients receive dedicated onboarding specialists who guide the registration in online stores, configure the onboarding flow, and ensure a smooth launch of campaigns with maximum ROI from day one.
Limitations of Liability, Disclaimers, and Indemnification
While we strive for reliability, the platform is provided on an as-is basis. We disclaim implied warranties and limit direct damages to amounts paid in the preceding 12 months, except where prohibited by law. We exclude indirect damages such as lost profits and business interruption in most circumstances. Merchants agree to indemnify and defend the platform against third-party claims arising from unlawful content, breach of law, or misuse of the service by the merchant. Our terms specify circumstances under which limitations apply and describe the governing law and venue for disputes. The Canada-focused provisions emphasize compliance with local consumer protection statutes and data privacy laws while maintaining a global framework suitable for multinational merchants and affiliates like megapersonals that participate in the platform ecosystem under uniform policies.
Data Retention, Deletion, and Portability
The platform adopts a data minimization approach and provides tools to manage retention periods for messages, templates, logs, and analytics data. Merchants can request access to their data, corrections, or deletion in accordance with applicable laws. Data portability options ensure that brands can migrate away from the service with minimal friction if needed, without losing essential historical campaign information. We document these capabilities in the DPA and provide sample workflows for exporting data to internal systems or other vendors, supporting long-term data governance for regulatory compliance and business continuity in Canada and beyond.
Change Management, Versioning, and Deprecations
We maintain a disciplined approach to changes in the platform. Major feature releases, API changes, and deprecations follow a published schedule with backward compatibility, versioned endpoints, and explicit sunset timelines. Merchants are informed ahead of time and given migration paths to adopt new capabilities without disruption to ongoing campaigns. The change management policy ensures that online store registrations created under prior versions continue to function until migrations are completed, preserving business continuity for high-volume operations and enterprise clients in Canada and other markets.
Governing Law and Dispute Resolution
These Terms of Use are governed by the applicable law stated in the contract and regional considerations for cross-border operations. The platform supports a robust dispute resolution process, including escalation, negotiation, mediation, and arbitration where allowed by law. The Canada-focused provisions emphasize compliance with local consumer protection statutes, data privacy laws, and contract law, while preserving a global framework suitable for multinational merchants and affiliates like megapersonals that participate in the platform ecosystem under uniform policies.
Getting Started and Final Call to Action
Embarking on an online store registration journey with our SMS aggregator offers measurable improvements in customer engagement, checkout conversion, and operational efficiency. The onboarding process is designed to minimize friction and accelerate time-to-value, while the governance framework reduces risk and ensures compliance with CASL, PIPEDA, and global best practices. To begin, initiate a registration request through the merchant portal or engage with an approved partner to begin the onboarding flow. Prepare essential documents such as company registration details, domain ownership proof, contact information for billing and compliance, and a short description of your typical campaigns. Our team will respond promptly with next steps, sandbox access, and a tailored production readiness plan. For immediate confirmation of eligibility or to discuss enterprise terms, reach out via the perpay customer support number or through our Canada-based support channels. Register today and unlock reliable, scalable SMS messaging that enhances online store registrations and boosts conversion across your e-commerce ecosystem.
Get Started Now
Register your online store to begin your journey with the platform. Explore API capabilities, onboarding playbooks, and compliance guidelines that help you register quickly, publish compliant campaigns, and measure impact. We look forward to helping you grow your business in Canada and across North America.