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10DLC Campaign Form Help

Index:

 

Disclaimer:

10DLC campaigns are a mandatory industry-wide requirement established by mobile carriers to regulate business messaging and protect consumers from spam and fraudulent messages. These regulations are not unique to Talkroute; they apply to any business that uses 10-digit phone numbers to send text messages to customers. These changes will be enforced as soon as September 30, 2024. 

There are no use cases that are exempt from these regulations. This includes marketing and non-marketing messages, appointment reminders, and conversational messaging.

 

Intro

Welcome to Talkroute’s guide on our 10DLC campaign registration form.

Before we get started, It's important to know the key requirements for 10DLC registration:

  • A legal Business in the US or Canada with a Tax ID/EIN (US) or BN/Corporation Number/Registry ID (CA). Sole Proprietor businesses do not require a Tax ID/EIN.
  • A working Company URL/Website with a Privacy Policy Page or privacy statement and proper messaging disclosures.
  • Documentation around how you are gaining consent (opt-in) from the people you are messaging.
    • This can be done via an online or paper form, opt-in keyword, a contact page, or by displaying your number as able to receive text messages with proper messaging disclosures.
  • Usage of opt-in, opt-out, and Help keywords with corresponding replies for each. Just as it is important to gain consent to send message, you will need to provide a simple way for the people you are texting to also revoke this consent and stop messages if they so choose.

 

 

Do I Have to Register?

Any business or organization that sends or responds to text messages using a 10-digit local phone number with Talkroute need to register a campaign. This includes both current and new customers who use Talkroute’s text messaging services. Effective 9/30/24, local phone numbers cannot be used to send text messages without an active campaign.

What if I don't engage with message campaigns and just use texting for conversational messages?

Carriers are requiring that all 10DLC A2P (application to person) phone numbers be registered with the campaign registry. All Talkroute phone numbers are considered AP2 , therefore requiring registration. The 10DLC registration requirements are for any kind of business text messages, whether they are marketing text messages or individual conversational messages. Essentially any messages that are sent or replied to using local Talkroute phone numbers will be impacted by this change.

By registering your 10DLC campaigns, you not only comply with industry regulations but also enhance the trust and deliverability of your messages, ensuring that your communications reach your customers effectively.

 

 

Pricing

To comply with the new 10DLC requirements, several fees may apply during the registration process. Some fees are charged per submission attempt so it is important to make sure the information on your registration form is accurate to avoid delays, rejections, and possibly additional submission fees.

Below is a breakdown of the potential costs:

  • Brand Fee: $4 per attempt. This fee is charged each time a brand registration attempt is made, even if the attempt fails.
  • Campaign Vetting Fee: $15 per attempt per campaign. This fee applies each time your campaign is reviewed for compliance, even if the attempt fails.
  • Campaign Fee: Starting at $1.50 per month. This recurring fee is charged to maintain your active 10DLC campaign. 
  • Number Pooling: $100 (one-time fee). This fee applies if you register more than 49 numbers under a single campaign.

For select special use cases, multiple brands, multiple campaigns, or higher-tier campaign types may be required. Our team will notify you if your account falls under any special use cases upon reviewing your registration form. 

Toll-free phone numbers require a similar verification process, however, there are no additional fees involved. If you wish to swap your local phone number for a toll-free phone number, please let us know.

Please see our Pricing Page if you have questions on what fees are included in your plan. 

 

 

10DLC Registration Fields Explained

Legal Company Name and Brand Name / DBA

Enter your legal company name. Ensure that your legal company name is consistent with your IRS or corporation registration and properly spelled. Any mismatch can result in a rejection (including spaces, periods, or commas). If you are using a DBA make sure that it matches the brand represented by your Website/Online presence.


Legal Entity Type

Choose the type of legal entity your company is registered as. Please note that if your company is registered as another category than the one selected, your registration will result in a rejection. The options available are as follows:

  • Publicly traded company
  • Private Company
  • Non-profit Organization
  • Government
  • Sole proprietor

 

Tax ID / EIN

Enter the Tax ID/EIN associated with your company that matches with your legal company name. The Tax ID/EIN number is used in conjunction with the company’s legal name, address, and other information during the registration process. 

  • United States
    • If you are a US company or a foreign company with a US IRS Employer Identification Number (EIN), please enter your nine-digit number in the Tax ID/EIN field.
    • Ensure that your legal company name is consistent with your IRS registration and properly spelled.
    • The address you enter should also be the same that is used in registering with the IRS. The correct information for registration can be found on your company's IRS EIN confirmation letter (SS-4).

  • Canada
    • If your primary business registration is in Canada, please enter one of the following tax IDs:
      • Your Canadian Business Number (BN) that was issued by the CRA.
      • Your Corporation/Incorporation Number
      • Your Registry ID
    • Please ensure that your legal company name is consistent with your corporation registration and is properly spelled. The address you enter should also be the same as that used in registering with Corporations Canada.

  • Sole Proprietor
    • A Tax ID/EIN is not required for a Sole Proprietor company type. Please note that if you select the Sole Proprietor legal entity type and your company is registered as a private company or other category your registration will result in a rejection.

 

Talkroute Account Number

Enter the Account Number for your Talkroute account that this campaign applies to. You can access your account number by visiting our Manage Your Account Page.

 

Primary Company Address or Corporate Headquarters

Enter the primary address for your company, including the Street Address, City, State/Province, and ZIP/Postal Code. The address you enter should be the same that is used in your legal business registration paperwork.


Company Website / Online Presence

A working website link is required. A website that lands on a domain parking site (e.g. GoDaddy and Wix) or empty placeholder (e.g. “Coming Soon” or “Under construction”) will be rejected.

Having a website serves as a public-facing proof of your business’s existence and purpose. It’s  required by messaging platforms to verify that your business is legitimate and that you are not sending spam or unsolicited messages. A website gives regulators, carriers, and customers a place to understand more about your business practices and ensures you are a real, operating entity.

  • Social media pages
    • For Facebook, Instagram, LinkedIn, or other social media pages, make sure the brand is clearly identified. The page should be a company listing, not an individual page(unless for a Sole Proprietor). It is best if the email address and phone number in your form also match, if at all possible. A more established social media presence will be more apt to be approved than something that was more recently launched. The ‘About’ potion of the company listing should also include Privacy Policy links and a fully compliant SMS Disclosure.

      In general, we discourage social media pages as an online presence; however, it may be considered for a non-Sole Proprietor type businesses. Usage of personal social media pages instead of another online business presence will result in a rejection.

  • Profile sites
    • These are sites that are used for professionals that will provide general information about that professional – common with physicians, medical, trucking companies, and occasionally legal. If text messaging is to be used with these sites, there will need to be a way to also provide a compliant SMS Disclosure and Privacy Policy link (or statement) for the business. 

  • Options for Compliance

    • Even a simple, one-page website with basic information about your services, a brief privacy policy, and T&C could fulfill these requirements.
    • You could use free or low-cost website builders to set this up, providing the minimum required information for compliance.

Terms & Conditions and Privacy Policy

Enter the links where your Terms & Conditions and Privacy Policy pages or statements can be found. Not having either of these can result in a rejection. Please see the Terms & Conditions and Privacy Policy area of this for requirements and disclosures.


Contact Details (Phone Number and Email)

Enter the name, email, and phone number of the contact person who manages messaging on your account. These details may or may not match what is on your website/online presence. If the company uses social media for an online presence, it’s best that these match the contact details with what is listed on the social media page.

If your brand is a larger company or even a regional or national brand, then the email domain should belong to that brand – not Gmail, yahoo, outlook, etc. Email domains for larger companies should not be using gmail.com, as this can result in this campaign being rejected.

We realize that many small businesses have a website domain, but still use Gmail or some other
public email solution. Typically, this is okay for smaller businesses.

  • Sole Proprietor
    • If you are registering as a Sole Proprietor please enter a mobile contact phone number. A one time password or verification message will be sent to the mobile number as part of the registration process. Not providing a mobile phone number may delay your registration.


Phone Numbers

Enter all local Talkroute phone numbers you want to use for your registration. Do not list any Toll-free numbers or any local phone numbers not associated with your Talkroute account. Multiple local phone numbers can be registered under a single campaign as long as they all share the same or similar use case and pertain to the same business.



Estimated Monthly Text Volume

Enter your estimated monthly texting volume for all numbers listed in your campaign form. This number should reflect an average of both incoming and outgoing messages combined. If you plan to expand your texting usage, please use an estimated value for where you will be in about six months.



Usage Category Type

Choose a category that best represents your use case, content, and company. Please only select one category. The following are available options:

  • Agricultural
  • Communication and Media
  • Construction and trade services
  • Education
  • Energy and utilities
  • Entertainment
  • Financial services
  • Gambling and lottery
  • Government services and agencies
  • Healthcare and Life sciences
  • Hospitality and travel
  • HR, staffing or recruitment
  • Insurance
  • Legal
  • Manufacturing
  • Non-Profit organization
  • Political
  • Postal and delivery
  • Professional services
  • Real estate
  • Retail and consumer products
  • Information technology services
  • Transportation or logistics

 

Use Case Description

The Use Case Description should be used to describe what messaging will be used for with your local phone numbers. While it can include a short description of the brand, the majority of the text should describe the use-case and how you will be using SMS/MMS.

There is a minimum of 40 characters for the Campaign Description, so short notes such as “customer service” will not be accepted.

Here are some examples:

  • My number will be used to request feedback via SMS messaging for experience with the
    delivery process.
  • Customer support and answering consumer concerns about products and services.
  • Text messaging will be used for customer care and marketing promotions.
  • This campaign will be used to inform people about new job openings and/or training
    opportunities.
  • Messaging customers to update them on policy support and their payments.
  • The business will send out SMS notifications regarding ordering, shipping, and delivery updates.
  • Sending out appointment reminders and updates regarding hours and availability.

Note that each one of these describes how the SMS (and/or MMS) messages will be used. It is important that the use case description actually match the sample messages and that the sample messages are as accurate as possible.

You may optionally provide a one or two sentence outline of what the business does in addition to how messaging is used.



Call-to-Action / Message Flow

The Call-to-Action / Message Flow is sometimes a bit confusing. Its purpose is to describe how recipients of your text messages consent to receive these messages. In other words, how is opt-in consent obtained.

This should match the type of opt-ins that are on your website/online presence.

This is simply a description of how opt-in or consent is obtained. Just as there are virtually countless SMS/MMS use-cases, there are many different ways that consent for messaging can be obtained, including through a website, a user-initiated text to the company, verbally, telephone calls and many others.

This field also has a 40 character minimum, so please provide a useful description for how consent is obtained. The key point here is to be accurate and descriptive.

Please review some examples of Call-to-Action / Message Flow for a number of opt-in variations:

Examples of Call-to-Action / Message Flow

 

  • Opt-in Via Website - There are various ways to provide consent via a website. Here are some examples illustrating a number of options. In all cases, there should also be an accompanying SMS Disclosure on the website.

    • When the user signs up for an account, the user must first enter their phone number. A 2FA message is sent to validate that phone number. After that, they are asked if they wish to receive account notification messages sent to the provided (and validated) phone number. The user will see all text messaging disclosures here.

    • The user fills out a form on the website where they can consent to receive notification messages. There is also a box they can check to receive product updates and/or marketing messages. The messaging disclosure is displayed to users by this form.

    • Use fills in their phone number on a webform and consents to receive updates for any new opportunities.

    • Under the “Contact Us” website option, there is a form to fill out to get more information. The user’s phone number is requested. Additionally, there is a checkbox that the user may check to receive information via SMS message, with a full SMS disclosure provided.

    • When a consumer uses our online form to make an appointment, they are asked if they would like SMS appointment reminders sent to their phone. If they check the box, YES, then appointment reminders will be sent.


  • Opt-in Via Email
    • In our weekly marketing emails, we include a button that asks consumers if they would like to receive targeted information about upcoming sales via SMS. If they consent, then no more than twice weekly messages are sent. A full SMS disclosure is provided next to the email button.
    • In our account validation email, we offer the consumer a button to opt-in for SMS messages. If the consumer consents, messages will be sent for shipping and product updates.


  • Opt-in Via Verbal Consent (including Voice Calls) - For verbal consent, you need to outline the script that the company uses. See these examples where the company provides a verbal disclosure:

    • While on the phone with the user, the agent asks the customer to confirm if they wish to receive additional information via SMS. If the user agrees, the information is sent. We do remind them that messaging and data charges may apply and that they can opt-out at any time by replying STOP and that HELP provides them more information.

    • When a consumer requests directions via a phone call, we ask if it is okay to send them an SMS message with directions to our shop. Additionally, when consumers call us for an appointment, we ask if they would like to receive appointment reminders via SMS. During these calls, consumers are reminded that message and data rates apply, that they can always opt-out later by replying STOP. We’ll also note that they will only receive appointment reminder messages when they make an appointment and that no other messages will be received.

    • While the client is at our location, we ask them if they would like to further discuss through text messaging, also reminding them that they can always opt-out of further messaging if they wish by simply replying STOP. We’ll also note remind them that these text messages are subject to message and data rates and that the number of messages will vary, based on our conversations. Finally, we note that we won’t sell or convey their private mobile data to any third parties and that they can always refer to the Privacy Policy on the website. If they reply that they would, we enter their phone number, and they will receive an opt-in confirmation message that will contain all of the appropriate disclosures.

    • During a phone conversation, we ask the caller if we can continue with more details written in SMS messages. We’ll remind them that they can opt-out of future messages at any time by replying STOP and we’ll honor that request. We also remind them that these messages are subject to message and data rates and that the number of messages will vary, based on our conversations. Finally, we note that we won’t sell or convey their private mobile data to any third parties and that they can always refer to the Privacy Policy on the website. The initial Opt-In message will have the disclosures and from that point on the messages will be conversational.

    • When a consumer is checking out of our practice, we ask if we can send follow-up appointment reminders via SMS. If they consent, we remind them that they can always optout and that messaging and data rates will apply. Once we get their phone number, the will receive a welcome message noting that subsequent appointment reminders will be sent.

    • Consumers provide their consent to the agent at the end of the call, agreeing to receive a customer satisfaction survey via SMS. We tell them that they may always opt-out via replying STOP and that only x number of messages will be sent. We also remind them that message and data rates always apply to text messaging.

    • Consumers will Opt-In to receive messaging when talking with our Project Managers who canvas local neighborhoods. When speaking with the Project Managers, they agree to receive messages verbally and on our contact form. After a user provides us with the initial consent, we then send them a double Opt-In message to ensure they wish to receive SMS messages from us.


  • Opt-in Via Consumer-Initiated message -This is where consumers opt-in by initiating an SMS (a user-initiated or mobile originated message) to the campaign phone number. Here are some examples of calls-to action:

    • The customer can reach out to us via SMS (the phone number to text is on the website). We’ll send back a welcome message which notes that they will now receive updates via SMS. The initial message (or opt-in message) will have all SMS disclosures.

    • Employees may opt-into messaging by texting the keyword START to a posted number on a bulletin board. The bulletin board post also contains additional information about the SMS notifications they will be receiving. There is also a welcome message after they send the START keyword, which contains the full set of SMS disclosures.

  • Other opt-in examples 
    • We provide a button on our social media site that opens up a form that the consumer may access to fill in their phone number and approve the receipt of SMS messages. There is a full SMS disclaimer underneath the button.

    • From our messaging app, users opt in by texting our opt-in number and agreeing to receiving text messages by sending OPT-IN, optionally our users can text a phone number once the user sends an OPT-IN.

With all Call-to-Action Cases described above, the more specific and explicit, the better. It’s best to provide too much information vs. too little.



Sample Messages

Enter sample messages that will be sent by the numbers under this campaign form. These should be specific to the campaign and not some generic set of messages that have nothing to do with the campaign. Please make sure there is an opt-out clause at the end of the message such as: 

  • Reply STOP to stop messaging
  • STOP2End
  • Reply with STOP any time to unsubscribe
  • Reply STOP to cancel

It’s also a very good idea to include the company (brand) name in sample messages. Remember, consumers will receive SMS messages from a phone number that they may not recognize. We highly recommend that you include the company name; otherwise, you may experience a greater amount of reported spam messages or STOP messages if the user’s do not recognize your company.

If you have multiple messages in your campaign, please provide an accurate sample of these messages. Here are a few random examples of good sample messages:

  • [Brand Name]: Featured Offers – please view our latest offers at httsp://…. Reply STOP to stop all further messaging.

  • [Brand Name]: Your validation code is 123456. It will expire in 15 minutes. Reply STOP to end all messaging from us.

  • Your [Brand Name] minimum payment is due in 5 days. Reply STOP to end.

  • This is [Brand Name]. Your order number ABC12345 will ship tomorrow via FedEx. Your tracking number is xxxxxxxxxxxxxxxxxxxxx. Reply STOP to opt-out of notifications.

  • This is [Brand Name]. We would like to let you know that your appointment for MM/YY/ZZZZ at HH:MM is confirmed. Reply STOP to opt-out.

  • [Brand Name] Your password has been successfully changed. Reply STOP to Cancel
    messaging.

  • Hi this is [First Name] from [Brand Name]. We need more information in regard to your insurance claim. Please contact our office at xxx-yyy-zzzz.. Reply with CLAIMS to opt into future notifications. Carrier Rates may apply. Reply with STOP any time to unsubscribe.

If you provide conversational messaging, you might provide examples of the messaging between the brand representatives and consumers. Note. It is also good practice that the first message response from the campaign to a consumer reaching out should be similar to the following (with an opt-out clause): 

  • [Brand Name] Customer Service. Thank you for reaching out to us. One of our representatives will be with you shortly. You may opt-out of further messaging by replying STOP.

  • Hi this Bill. What can I help you with today?

  • Yes, we have that in stock. Can I forward you a link to that product page?

For conversational messaging an opt-out clause is not always needed. However, consent is required from the other party that the conversation is with – typically clients, vendors, suppliers, etc. and that needs to be adequately described in the Call-to-Action/Message Flow.



Keywords and Keyword Messages

Enter the opt-in, opt-out, and help keywords with the corresponding messages. The message examples to be provided are what the consumer receives AFTER they reply to a 10DLC text message with STOP, HELP, or other specified keywords. Your company (brand) name must be on each of your keyword messages and a minimum of 20 characters is required for each message.

  • Opt-In
    • For Opt-in confirmation messages, all three standard disclosures must apply
      • Reply STOP to Opt-out, HELP for more help
      • Message frequency
      • Message and Data Rates may apply

    • Sample Opt-In Keyword Responses
      • [Brand Name] Thanks you for opting in for texting. Message frequency may vary. Message and Data Rates may apply. To end messaging from us, you may always Reply with STOP or HELP for more information.

      • [Brand Name] Thank you for signing up for our weekly text updates (one text per week). Message and Data Rates may apply. To end messaging, you may always Reply with STOP or HELP for more information.

      • [Brand Name] Thank you for subscribing to receive text messages from [Brand Name]. We will send no more than 6 messages per month. Message and Data Rates may Apply. Reply STOP to opt out, HELP for additional info.

      • Welcome to [Brand Name]. You will now receive repair progress updates via text. Message frequency may vary depending on your repair status. You may text back to reach your service advisor. Reply HELP for help. Reply STOP to stop text messages. Reminder that Message and Data Rates may Apply.

  • Opt-Out
    • Opt-out keywords and message are required. For keywords, STOP must always be supported and is the default. You may include other keywords such as END, EXIT, UNSUBSCRIBE that the consumer can send, and should be honored if you wish.
      You must show the message recipients will receive if they had requested to opt-out via STOP or some other keyword.

    • Sample Opt-Out Keyword Responses
      • Thank you! [Brand Name] will no longer send you notifications.

      • You are unsubscribed to texts from [Brand Neme]. No more messages will be sent.

      • [Brand Name] You have successfully unsubscribed, and you will no longer receive surveys from us.

      • [Brand Name] You are no longer subscribed to our updates and will receive no more messages. You may reply START to restart them at any time.

      • You have been successfully unsubscribed from [Brand Name]. No more messages will be sent. If you accidentally unsubscribed, Reply START to opt-in to messaging.

      • [Brand Name] We are sorry to see you go. You will not receive any more text messages from us. You can; however, send START to this number if you want to re-subscribe.


  • Help
    • HELP keyword and message are required. For keywords, HELP must always be supported and is the default. You may include other keywords if you want. You must show the message recipients will receive if they reply with the HELP (or any other designed) keyword. 

    • Sample Help Keyword Responses
      • This SMS texting system is for the employees of [BRAND Name]. Text START to join, STOP to leave. You may also contact us at XXX.YYY.ZZZZ for additional assistance.

      • [BRAND Name]. Text START to join. Text STOP to leave. Or you may contact us at XXX-YYY-ZZZZ for further assistance.

      • [BRAND Name] You can get more assistance from our website at: https://brandname.com or XXXZZZ-YYYY. Text STOP to stop receiving messages from us. You can also text START to restart getting messages from us again.


Direct Lending or Loan Arrangement

Select “YES” if the company originates loans or financing of any kind, including arranging third-party financing, loans, or mortgages. For example, even auto sellers who provide or arrange financing or loans should check this attribute “YES.” Virtually all banks, savings & loans, and credit unions off loan products, so the attribute should be set to “YES.”

This includes places such as car, truck, boat, or other vehicle dealerships and sellers. While not their primary business, they likely arrange some sort of financing. If that is the case, then this attribute should be checked “YES.”

If your website (regardless of business) indicates anywhere that it might provide or arrange financing, then check this attribute as “YES.” We’ve seen window companies, HVAC dealers, home builders, home remodelers, appliance companies that need to have this attribute checked since they can arrange financing for consumers.

IMPORTANT NOTE: If you leave this set to “NO,” and your business can arrange or provide any kind of loans, financing, mortgages, your campaign may be rejected.

So, once again, if you can provide any type of financing, loans (personal or business), or can arrange such, go ahead and check this attribute as YES.



Embedded Link / Embedded Phone Number

If any of the messages that you send will include a link (such as your website) or your phone number (or both), select “YES” for these.

We recommend always checking YES for both to cover you if you decide at a later date to include an embedded URL or phone number in the text of the message -- regardless of whether it is shown in your sample messages.

For embedded links, public URL shorteners will not be approved (bit.ly, tiny.url).

 

Age-Gated Content

Indicates whether the usage includes any age-gated content as defined by CTIA guidelines. This is for approved texts that can only be sent to consumers over 21 and means that the business must check the consumer’s age before giving them the option to opt-in to receive text messages. This is allowed if proper age-gating procedures are in place. Select "YES" if it applies to your use case. Otherwise, select “NO.”

 

Terms & Conditions

Confirmation that your phone numbers will not be used for Affiliate Marketing.

 

 

Opt-In Document

Proof of consumer consent (opt-in) is required for verification. Outgoing messages are only permitted to numbers that have provided you explicit consent. One of the most common rejections received is, in part, due to not providing sufficient information for the opt-in. If you provide multiple methods of opting-in, please provide examples of each. 

Note: Consent cannot be acquired from a third party. The sharing and selling of end-user information with third parties for marketing purposes violates messaging policies and is therefore ineligible for verification.

Opt-In Examples

• Contact Form: Screenshots/URL of the website where the subscriber adds their number and agrees to receive messaging. A checkbox is required that users must select to agree to receive messages.

Form_optin.png


• Website and Promotional Materials: Screenshots/URL of where the number is advertised and where customers find the number to send a text. Add “Text or call us” wherever you display your phone number, indicating that by contacting you, customers agree to receive messages.

Textus_optin.png


• Terms of Service: Screenshots/URL of your terms of service page where opt-in and opt-out language is shown, making it clear that users consent to receive messages by agreeing to the terms.

privacy_optin.png


• Keywords: Screenshots/URL of where subscribers find the keyword to opt-in to messaging. For example, ask customers to text a specific keyword to a designated number to opt-in.

keyword_optin.png


Other Uncommon Opt-Ins:
• On-Site POS: Screenshots of where the subscriber enters their number on-site at the point of sale and agrees to receive messaging. 
• IVR or Phone Approvals: Asking for explicit approval over the phone and keep a record of the consent. We will need documentation showing the script you use to ask and confirm, as well as the process you follow to update a contact’s records to opt them into texts.
• Paper form (Customer/Employee): Photocopy or screenshot of the form. Use physical forms that include opt-in language, ensuring that customers provide written consent.

 

 

Terms & Conditions and Privacy Policy 

If your company's Call-to-Action or Opt-In method relates to your website, then you will need to include specific disclaimers and information around texting usage. Please see the information that needs to be included below.

Privacy Policy

Privacy policies are required for 10DLC registration (except for some Sole Proprietor use cases). Your privacy policy should describe how you collect, use and share information from end users.

In some cases, you can provide a full privacy statement that indicates in detail that Personally
Identifiable Information (or PII) is not shared, sold, or conveyed to third parties for marketing purposes.

10DLC Requirements:

  • Your Privacy Policy must be clear that end user’s personal info will not be shared or sold to third parties for the purpose of marketing.
  • Example privacy policy statement: “No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties."

Note: If for any reason a privacy policy doesn't exist, the no sharing disclosure above CAN be presented upon opt in within the call-to-action.

If you do not already have a privacy policy in place, privacy policy generators may help you with this task. The following websites offer such generators:

Notes for Facebook or Instagram sites: Some small businesses do not have a website but use a business social media presence. In those cases, create a post with both the full SMS disclosure and a Privacy Policy link or actual text of a short Privacy Policy. You can make that social media post “sticky” so that it always appears at the top of the social media presence for this business. Another option is to link it in the “About” section (applies to Facebook).
Privacy Policies can be in a linked Google documents or written out in the social media post.



Terms & Conditions

Your terms & conditions page should describe any applicable terms and conditions related to the messaging program (e.g., how to opt-out, customer care contact information, and link to any applicable privacy policy).

10DLC Requirements:

  • Your Company or DBA (brand) name
  • “Message and data rates may apply” disclosure
  • Message frequency disclosure* (e.g., #msgs/mo, msg frequency varies, recurring messages, etc.). *Only required for recurring message programs
  • Opt-out information (e.g., Reply STOP to stop)
  • Customer care contact information (e.g., Reply HELP for help)
  • Link to privacy policy or privacy policy statement

Note: Where feasible, messaging terms & conditions may be combined with the call-to-action.

 

 

SMS Disclosures 

SMS Disclosures should be complete enough to enable the person viewing them to realize that they are consenting to receive messaging from the business, even if the messaging use-case is conversational. 

Your SMS disclosure should always have the following elements:

  • Message and data rates may apply disclosure.
  • Reply STOP [as well as other keywords] to opt-out of future messaging. Reply HELP for more information.
  • Message frequency (number of messages / month/week/etc., or message frequency varies, or recurring messages).
  • Ideally, we also want to see a link to the Privacy Policy (and Terms & Conditions if there are any).

Here are some examples of SMS (or Messaging or Text Messaging) disclosures that you can use on your website:

  • By clicking "Submit", you agree to [YOUR BRAND NAME’s] Terms of Use and Privacy Policy. You consent to receive phone calls and SMS messages from [YOUR BRAND NAME] to provide updates on your order and/or for marketing purposes. Message frequency depends on your activity. You may opt-out by texting "STOP". Message and data rates may apply.
  • By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message (our message frequency may vary). Message & data rates may apply. Reply STOP to opt-out of further messaging. Reply HELP for more information. See our Privacy Policy.
  • Disclaimer: By providing my contact information to [YOUR BRAND NAME], I acknowledge and give my explicit consent to be contacted via SMS and receive emails for various purposes, which may include marketing and promotional content. Message and data rates may apply. Message frequency may vary. Reply STOP to opt-out. Refer to our Privacy Policy for more information.

It is also an option to provide a checkbox with a short consent so that users can explicitly opt-in to receive messages from your brand. Here are a couple of examples.

  • By checking this box, I consent to receive SMS messages. I understand that Message and
    data rates may apply and that I may reply STOP to opt-out of future messaging; reply HELP for additional messaging help. Message frequency may vary depending on interaction between you and our agents.
  • I consent to receiving text messages. Message and Data Rates may apply. Reply STOP to
    opt-out of future messaging or reply HELP for additional messaging help. Messaging frequency may be up to 5 messages per month.

Here’s an example of a very complete SMS Disclosure:

  • By clicking "Subscribe" I agree to receive recurring informational SMS, MMS or Email messages from [YOUR BRAND NAME]. My click is my electronic signature, and I authorize you to send me text messages on my mobile phone or landline. I understand that consenting to receive SMS messages is not a condition of purchase or service. This is a standard rate subscription service available on most carriers, Msg & Data Rates May Apply. You can also request additional information by texting HELP or sending an email to xxxx@BRAND.COM. Service will continue until customer cancels. Messaging frequency will vary. Subscription may be canceled by texting STOP, END, QUIT, CANCEL or UNSUBSCRIBE. Further disclosure at Terms & Conditions and Privacy Policy.

If you provide a Privacy Policy and/or Terms of Service/Usage/Conditions, etc. and you refer to them in your SMS Disclosure, then you should provide a link to them.

 

 

 

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