SMS Opt-in (Call to Action)

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 Opt-in Consent

There are four common ways messaging consent can be obtained from a consumer:

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

Requirements

In order to ensure an approved 10DLC campaign, please ensure your opt-in follows these requirements.

  • Your opt-in must be mobile specific - Consent for SMS messaging must be provided specifically for text messaging. If you also collect consent for emails or voice calls, the opt-in must be separate.
  • 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 checkbox (see image below).
    • If you are utilizing a checkbox, the checkbox cannot be pre-checked.
    • Any SMS consent checkboxes cannot be required. They must be optional. 
  • 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. 
  • Link your Terms of Service - Your website T&C must be clearly and conspicuously displayed. Please see our Terms of Service article.
  • If using a web opt-in, all forms that capture phone numbers must be compliant. 
  • Opt-in Must Include Key Components - 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

webform-sms-opt-in-example.png

  •  

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.

 

 

Compliant Opt-in Examples

Website Form - Marketing Related

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.

Marketing Example.png

 

Message Flow example:
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. 

 

 

Website Form - Non-Marketing Related

For non-marketing use cases, a checkbox is not required. If not utilizing a checkbox, the phone number must be optional as SMS opt-in cannot be forced.

Non-Marketing Example.png

Message Flow example:

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 agrees 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.

Keyword Example.png

Message Flow example:

User consents to text messaging by starting START to [PHONE NUMBER]. By entering their phone number, customer agrees 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

 

 

QR Code Opt-In

User opts-in by texting keyword through 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.

QR Code Example.png

Message Flow example:

User consents to text messaging by starting START to [PHONE NUMBER]. By entering their phone number, customer agrees 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

 

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 Mixed campaigns 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.

 

 

 

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