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  • Message Flow/Call to Action (CTA) (Opt-In)

    • Provide the specific link, written form, or screenshot of the CRM used to collect opt-ins.

      • Use the “CTA (Call-to-Action), Privacy Policy and/or Terms and Conditions Multimedia Upload” field to attach the screenshot, if applicable.

    • If Verbal Opt-in is collected, please add the script that describes the opt-in flow.

    • The Call to Action may only apply to text messaging. If your customer also uses emails or voice calls, their opt-in should be collected separately. 

    • Phone Numbers cannot be a required field on the website where opt-in is collected. This is considered a forced opt-in. Please ensure that this field is optional on the website.

    • Note: Wherever user consent is given (such as a checkbox on a website), please ensure it contains message frequency, Help and Stop language, as well as links to the Privacy Policy and Conditions.

  • Privacy Policy and Terms and Conditions

    • While not currently required, we highly recommend using the Privacy Policy and Terms and Conditions fields. Campaigns will not be rejected for these fields being empty now, but they will likely be required in the future. 

      • While the fields are not required, you must link to the Terms and Conditions and the privacy policy within the CTA field if you do not include them in the designated fields. 

    • Privacy Policy must include a disclaimer that no mobile opt-in will be shared with third parties for marketing purposes.

    • Terms of Service must have an SMS disclosure that includes the types of messages consumers can expect to receive, texting cadence, message and data rate notices, privacy policy links, and opt-out instructions.

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