Your Call-to-Action (CTA) is the opt-in flow that end-users go through in order to provide consent to receiving messages.  

Types of Consent

There are a number of ways messaging consent can be obtained:

• Through a website (webform)
• Keyword opt-in (consumer initiated text to brand)
• Verbally*
• Physical form

Effective November 6, 2024, there are several updated requirements for 10DLC submissions.

Requirements

In order to ensure the most success for vetting, please ensure your opt-in follows these requirements.

Your opt-in must be mobile specific

Consent for SMS messaging must be provided specifically for SMS messaging. If you also collect consent for emails or voice calls, the opt-in must be separate.

You must provide an SMS Disclosure

Regardless of your opt-in type, the following elements must be present as a disclosure when a customer is opting into your SMS program.

• • Brand name/product description
  • Message use case
  • Message Frequency (# msgs/mo, msg frequency varies, etc)
  • Message and data rates may apply disclosure
  • Help Instructions (e.g. Reply HELP for Help)
  • Opt-out Instructions (e.g. Reply STOP to opt-out)
  • Link to compliant Privacy Policy & Terms and Conditions

Example Opt-in with Disclosure:

[ ] I agree to receive USE CASE(S) SMS messages from BRAND at the number provided. Msg frequency varies. Msg & data rates may apply. Reply Help for Help. Reply STOP to opt-out. Please see Privacy Policy and Terms of Use.

Your Opt-in must be optional

Opt-in to SMS messages must be optional and cannot be forced for any use case.

• If your phone number field is required, you must ensure that SMS opt-in is separate and explicit.
• If you are utilizing a checkbox, this cannot be pre-checked.
• The checkbox cannot be required

You must link to your Privacy Policy

Your Privacy Policy must be clearly and conspicuously displayed anywhere that SMS opt-in is obtained.  Please see more information in our privacy policy article.

You must add an SMS section or separate SMS Terms of Service

You must include a link to your SMS Terms of Service. Please see our Terms of Service article.

If using a web opt-in, all forms that capture phone numbers must be compliant

Compliant Opt-in Examples

Via Website

If utilizing a webform, your SMS Disclosures must be present on all contact forms on the website where a phone number is collected.

For marketing use cases, an optional check box is mandatory, even if the phone number field is not required.  The checkbox fulfills the CTIA requirement that SMS marketing opt-in is express written consent.

Example 1:

Message Flow:
User fills out a form on [website link to form] where they consent to receive [use case] messages. The user checks a box consenting to receive SMS messages: "By checking this box, you consent to receive marketing SMS messages from [company] at the number provided. Msg&data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP. Reply HELP for help. View our Privacy Policy and Terms of Use.

Example 2:

Message Flow:

User fills out form on [link] where they consent to SMS messages by filling out an optional Phone Number field. By entering their phone number, customer aggress to receive [use case] SMS messages from [brand] at the number provided. Msg frequency varies. Msg & data rates may apply. Reply HELP for Help. Reply STOP to opt-out. View our Privacy Policy and Terms of Use

Keyword Opt-in

User opts-in by texting keyword to number.  Keyword opt-ins include physical flyers or images, and can be done manually or by scanning a QR code.

SMS Disclosures should be displayed on digital or physical materials where Keyword opt-in or QR code opt-in methods are displayed.

Example:

Verbally*

User opts-in verbally. Generally this opt-in will occur on a call, where the company representative will present disclosure and ask for consent via a script.

A user will agree to SMS after hearing disclosures, and your script should reflect that the disclosure is read before the customer can give consent.

*Verbal opt-in is not allowed for marketing use cases (including cases where marketing is one of multiple selections).

Contact help@sakari.io with an attachment of your script so we can add it to your campaign.

Physical Form

User opts-in on a physical form. This is similar to a digital form opt-in, but proof will need to be provided via File Upload.

SMS disclosures should be presented on physical form clearly and conspicuously where SMS opt-in is collected.

Contact help@sakari.io with an attachment of your form so we can add it to your campaign.