SMS Opt-In Compliance
SMS Opt-In Compliance
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.
Fill in the fields below to generate your compliant disclosure. The example values show a typical configuration.
For web forms, the consent checkbox must NOT be pre-checked. Users must actively check the box to opt in.
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:
Documentation needed:
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:
Provide 1-5 sample messages (sampleMessages field) that represent the types of messages you’ll send.
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:
Provide example messages (productionMessageContent field) that users will actually receive.
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.
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.
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:
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.