KNOWLEDGE CENTER
A2P 10DLC - Opt-In Methods
Opt-In Methods
Campaigns require a proper opt-in method which ensures that end-users provide consent to receive text messages. Verbal opt-in is the most difficult method to verify however, is acceptable as long enough details are provided that a 3rd party reviewer can verify.
1. Verbal Opt-In
Below is an example of a verbal opt-in, which would happen during a phone call with the consumer. You can also get a verbal opt-in by using a phone IVR flow, which would consist of an automated system getting opt-in confirmation from the consumer.
Phone IVR: "As part of our service we can send you automated monthly text alerts regarding account payment activity. We will send two messages per month. Message and data rates may apply, depending on your mobile phone service plan. At any time you can get more help by replying HELP to these texts, or you can opt-out completely by replying STOP.
Customer: "Yes please"
Phone IVR: "Great! We will send you a text message to confirm your enrollment here shortly."
2. Web Form Opt-In
An embedded form on the end business’s website prompts end-users to enter their mobile phone number and opt into the texting campaign.
⚠️ Important Requirements for Web Form Opt-In:
Opt-in checkbox MUST be selectable by end-user
Opt-in checkbox MUSTinclude a disclaimer (consent message) such as:
"I consent to receive sms notifications, alert from COMPANY NAME HERE. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXX for assistance. You can reply STOP to unsubscribe at any time."
Opt-in consent message and checkbox MUST be separated from Privacy Policy | Terms of Service and Promotional consent checkboxes. Promotional consent may be something like the following:
"By checking this box I agree to receive occasional marketing messages from INSERT COMPANY NAME HERE."
Opt-in disclaimer MUST have All CTA disclosures present to be considered compliant:
Program name and/or a description of the messages that will be sent (appointment reminders, marketing messages, occasional offers, etc.)
Organization or individual being represented in the initial message
Fee disclosure (“Message and data rates may apply”)
Service delivery frequency or recurring messages disclosure (“4 messages per month”, “Message frequency varies”, “1 message per login”, etc
Customer care information (typically “Text HELP for help” or Help at XXX-XXX-XXXX) - not required for single message programs (i.e 2FA)
Opt out instructions (typically “Text STOP to unsubscribe”) - not required for single message programs (i.e 2FA)
Link to Privacy Policy describing how end user opt-in information will be used. Be sure there is no mention of sharing of personal information with Third Parties (Must not be part of the checkbox statement. Instead, provide the link at the bottom of the form)
Link to Terms and Conditions describing terms of service (Must not be part of the checkbox statement. Instead, provide the link at the bottom of the form)
Incorporate a checkbox option that end-users must select in order to receive SMS messaging. The checkbox can not be pre-selected. The checkbox provides the end-user the ability to agree, or not agree, to receive SMS messaging.
When Phone Number field is Mandatory in Web form OPT_IN.
Consent cheekbones should be separated for both Marketing and Non-Marketing Messages and these checkboxes cannot be pre-selected.
Web-form Example: When Phone Number field not Mandatory in Web form OPT_IN.
PLEASE NOTE:If the web opt-in is behind a login or not yet published, host a screen shot on a publicly accessible website (like OneDrive or Google Drive) and provide the image URL and the website URL in your registration form where it asks: "How do end-users consent to receive messages?"To get a useable image link, you can upload the screenshot to your Media Storage Library in your account as shown in the screenshot below:
3. Paper Form Opt-In
An in-store visitor completes a physical form that collects their phone number and their consent to subscribe to your texting campaign.
Host a screenshot of the paper form on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and provide the URL in the answer for "How do end-users consent to receive messages?".
4. Text Message Opt-In
Host a screen shot of the campaign collateral on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and provide the URL in the answer for "How do end-users consent to receive messages?" along with the website URL.
5. Mobile QR Code Opt-In
You can also use a QR code that links to an online form prompting end-users to enter their mobile phone number and opt into the texting campaign.
QR codes can direct the consumer to the messaging application used on their mobile device (for example iMessage) with a templated opt-in message, or can even take the consumer directly to a web-form opt-in on your website.
PLEASE NOTE: If the QR code leads to a Web-Form Opt-In, please follow all requirements listed in this article above where we discuss the Web-Form Opt-In method.A2P 10DLC - Opt-In Methods
Opt-In Methods
Campaigns require a proper opt-in method which ensures that end-users provide consent to receive text messages. Verbal opt-in is the most difficult method to verify however, is acceptable as long enough details are provided that a 3rd party reviewer can verify.
1. Verbal Opt-In
Below is an example of a verbal opt-in, which would happen during a phone call with the consumer. You can also get a verbal opt-in by using a phone IVR flow, which would consist of an automated system getting opt-in confirmation from the consumer.
Phone IVR: "As part of our service we can send you automated monthly text alerts regarding account payment activity. We will send two messages per month. Message and data rates may apply, depending on your mobile phone service plan. At any time you can get more help by replying HELP to these texts, or you can opt-out completely by replying STOP.
Customer: "Yes please"
Phone IVR: "Great! We will send you a text message to confirm your enrollment here shortly."
2. Web Form Opt-In
An embedded form on the end business’s website prompts end-users to enter their mobile phone number and opt into the texting campaign.
⚠️ Important Requirements for Web Form Opt-In:
Opt-in checkbox MUST be selectable by end-user
Opt-in checkbox MUSTinclude a disclaimer (consent message) such as:
"I consent to receive sms notifications, alert from COMPANY NAME HERE. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXX for assistance. You can reply STOP to unsubscribe at any time."
Opt-in consent message and checkbox MUST be separated from Privacy Policy | Terms of Service and Promotional consent checkboxes. Promotional consent may be something like the following:
"By checking this box I agree to receive occasional marketing messages from INSERT COMPANY NAME HERE."
Opt-in disclaimer MUST have All CTA disclosures present to be considered compliant:
Program name and/or a description of the messages that will be sent (appointment reminders, marketing messages, occasional offers, etc.)
Organization or individual being represented in the initial message
Fee disclosure (“Message and data rates may apply”)
Service delivery frequency or recurring messages disclosure (“4 messages per month”, “Message frequency varies”, “1 message per login”, etc
Customer care information (typically “Text HELP for help” or Help at XXX-XXX-XXXX) - not required for single message programs (i.e 2FA)
Opt out instructions (typically “Text STOP to unsubscribe”) - not required for single message programs (i.e 2FA)
Link to Privacy Policy describing how end user opt-in information will be used. Be sure there is no mention of sharing of personal information with Third Parties (Must not be part of the checkbox statement. Instead, provide the link at the bottom of the form)
Link to Terms and Conditions describing terms of service (Must not be part of the checkbox statement. Instead, provide the link at the bottom of the form)
Incorporate a checkbox option that end-users must select in order to receive SMS messaging. The checkbox can not be pre-selected. The checkbox provides the end-user the ability to agree, or not agree, to receive SMS messaging.
When Phone Number field is Mandatory in Web form OPT_IN.
Consent cheekbones should be separated for both Marketing and Non-Marketing Messages and these checkboxes cannot be pre-selected.
Web-form Example: When Phone Number field not Mandatory in Web form OPT_IN.
PLEASE NOTE:If the web opt-in is behind a login or not yet published, host a screen shot on a publicly accessible website (like OneDrive or Google Drive) and provide the image URL and the website URL in your registration form where it asks: "How do end-users consent to receive messages?"To get a useable image link, you can upload the screenshot to your Media Storage Library in your account as shown in the screenshot below:3. Paper Form Opt-In
An in-store visitor completes a physical form that collects their phone number and their consent to subscribe to your texting campaign.
Host a screenshot of the paper form on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and provide the URL in the answer for "How do end-users consent to receive messages?".
4. Text Message Opt-In
Host a screen shot of the campaign collateral on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and provide the URL in the answer for "How do end-users consent to receive messages?" along with the website URL.
5. Mobile QR Code Opt-In
You can also use a QR code that links to an online form prompting end-users to enter their mobile phone number and opt into the texting campaign.
QR codes can direct the consumer to the messaging application used on their mobile device (for example iMessage) with a templated opt-in message, or can even take the consumer directly to a web-form opt-in on your website.
PLEASE NOTE: If the QR code leads to a Web-Form Opt-In, please follow all requirements listed in this article above where we discuss the Web-Form Opt-In method.