GuidesCampaigns

SMS Opt-In Compliance

This guide helps you create compliant opt-in workflows for your SMS campaigns. All SMS campaigns require explicit user consent before sending messages, per CTIA guidelines and TCPA regulations.

CTIA Disclosure Generator

10DLCToll-Free

Fill in the fields below to generate your compliant disclosure. The example values show a typical configuration.

Checkbox Requirement

For web forms, the consent checkbox must NOT be pre-checked. Users must actively check the box to opt in.

Opt-In Methods and Workflow

10DLCToll-Free

Choose the method that matches how you collect consent from users. Your workflow description (messageFlow for 10DLC, optIn.workflowDescription for Toll-Free) should explain the full user journey.

Best for: Websites, apps, online checkout

Requirements:

  • Checkbox must NOT be pre-selected
  • Disclosure must be visible before submission
  • Store consent timestamp in your database

Documentation needed:

  • URL to the opt-in form
  • Screenshot of the form with disclosure visible

Keyword Response Messages

10DLCToll-Free

Configure automatic responses for when users text keywords to your number.

Sent when a user texts a predefined opt-in keyword (e.g. START, YES, SUBSCRIBE).

Requirements:

  • Must include brand name
  • Must confirm subscription type
  • Must include STOP and HELP instructions
  • Must include data rates and frequency disclosure
  • Must include links to terms and privacy policy

Sample Messages

10DLC

Provide 1-5 sample messages (sampleMessages field) that represent the types of messages you’ll send.

Customize Your Messages

The examples below are templates. You must modify the message content to accurately reflect the actual messages your campaign will send. Carriers review these to understand your use case.

Requirements:

  • Each message should start with your company name
  • Include disclosures where applicable (especially for first message or periodic reminders)
  • Messages should accurately represent your actual campaign content

Production Message Content

Toll-Free

Provide example messages (productionMessageContent field) that users will actually receive.

Customize Your Messages

These are starting templates. Replace the placeholder content (shown in brackets like [First Name]) with descriptions that match your actual business messages. Reviewers use these to verify your campaign’s stated use case.

Best Practice

Provide up to 5 sample messages to give reviewers a complete picture of your messaging. You must include between 1-5 examples, but 5 is strongly recommended for faster approval.

Use Case Summary

Toll-Free

The use case summary (useCase.summary field for Toll-Free) explains what your campaign does and how users interact with it. This helps reviewers understand your messaging purpose.

Your summary should include:

  1. What your business does and who your users are
  2. What types of messages users will receive (notifications, alerts, reminders, etc.)
  3. How users interact with your SMS program (one-way notifications, conversational, etc.)
  4. When messages are triggered (user actions, scheduled, transactional events)
Be Detailed

Vague summaries like “We send messages to customers” are often rejected. Explain the specific value your SMS program provides.

Example use case summary:

Customers who have opted into text messages can interact with our automated SMS chatbot to receive transaction-driven notifications (order status, shipping updates, account alerts), ask support questions, and manage their account details via simple, conversational text flows. All messages are transactional or interactive flows customers opt into. Users can send images (e.g., receipts) and get guided replies.