When collecting phone numbers for SMS, you must include the following for compliance.
It's vital to collect proper consent because messaging without documenting it can result in large fines - under TCPA, fines range from $500-$1500 per SMS.
By ensuring compliance and documenting explicit consent for the types of messages you'll send, you can help ensure you're covered.
Note: Want to copy a compliant form onto your website? See our template below!
Opt-In Page SMS Compliant Requirements
Here are the requirements:
1) Checkbox that grants consent, and explicitly states what type(s) of messages are planning to be sent
[ ] Please send me [use case] text messages
Tip: Use one use case here, for example: "Please send me marketing text messages"
NOT "Please send me marketing, informational, webinar" as that would be multiple use cases.
2) Description of what you will be sending
By clicking the checkbox, you consent to receive [use case] text messages
Tip: Use one use case here, for example: "By clicking the checkbox, you agree to receive marketing text messages..."
3) Name of organization or individual that will be sending
...from [Your Brand].
4) Fee Warning
Message & Data Rates May Apply.
5) Message Frequency
Message frequency varies.
6) Help information
Text HELP for help.
7) Opt-out instructions
Text STOP to stop.
8) Link to privacy policy
Privacy Policy (link)
9) Link to terms & conditions page
Terms & Conditions (link)
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Here's the Full Text To Copy / Paste:
[] Please send me [insert your use case] text messages. By clicking the checkbox, you agree to receive [use case] text messages from [Your Brand]. Message & Data Rates May Apply. Message frequency varies. Text HELP for help. Text STOP to stop. Privacy Policy [link] Terms & Conditions [link]
Tip: You should only use 1 use clear use case here.
The privacy policy and TOS can be hyperlinked. If not available, you can display the full URL.
Example Image:
SMS Compliant Google Form Template (Copy This!)
If you'd like an easy way to get started, you can copy this SMS compliant google form and embed it in your website.
See the compliant opt-in form here
*Must be signed into a Gmail account or Google Apps Account
Here's a video tutorial:
After copying the template into your account, you'll need to:
1. Modify the form for your brand
Replace the placeholders with your brand name
Input the link to your privacy policy and terms of service (in the SMS compliance paragraph)
2. Embed it in your website
Embed this in your website by getting the HTML code
3. Connect it with Roezan & Other Tools
You can use Zapier to push form responses to Roezan and other tools.
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Any questions? Shoot us an email at support@roezan.com