Overview
To comply with A2P 10DLC regulations and ensure successful campaign approval, all SMS communications must be backed by valid, explicit, and documented consent. Carriers require proof showing how contacts opted in and where the consent was collected. Generally, an opt-in message must clearly state that customers consent to receive text messages from your business, include an unchecked checkbox for that consent, and provide an opt-out option (e.g., instructing users to text “STOP” to unsubscribe).
This article explains each supported opt-in method and the compliance requirements associated with it.
You can meet the Opt-in requirements for your 10DLC registration through any of the approved consent methods listed below. Select the method your company will use to collect customer permission for your use case to view the specific requirements
A) Website Form:
A web/online opt-in must be presented as a standalone consent form on your website or app. Example:
“Please check this box to opt in to receive promotional messages from [Company Name].”
This form must include an unmarked checkbox, clear consent language, and opt-out instructions (e.g., “Text STOP to opt out.”)
Note: One of the most important elements of this process is domain consistency between your website and the opt-in form URL.
B) QR Code:
A QR opt-in should direct customers to a web form where they can enter their phone number and provide consent, or open a pre-filled templated message in their SMS app that allows them to send a keyword confirming opt-in.
C) Paper Form:
Paper opt-in requires a signed document clearly stating the customer’s agreement to receive messages. Example:
“By signing below, I agree to receive promotional text messages from [Company Name].”
D) Verbal:
Verbal opt-ins must follow a documented script that explains how consent was obtained. You must keep a record of when and how the customer verbally agreed to receive messages.
E) Kiosk:
Kiosk opt-in must include a clear on-screen consent statement and a required checkbox that customers must select before submitting their information.
F) Facebook Lead Form:
Facebook Lead Ads must include a custom consent disclaimer within the lead form itself, ensuring users knowingly agree to receive text messages from your business.
Detailed Explanation
1.Website Form Opt-In
The user provides their phone number and agrees to receive SMS messages through a form on your website. This is the most common and preferred method because it provides clear, written consent.
Important Requirements for Web Form Opt-In:
Opt-in checkbox MUST be selectable by end-user
Opt-in checkbox MUST include a disclaimer (consent message) such as:
"I consent to receive sms notifications, alert from COMPANY NAME HERE. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXX for assistance. You can reply STOP to unsubscribe at any time."
Opt-in consent message and checkbox MUST be separated from Privacy Policy | Terms of Service and Promotional consent checkboxes. Promotional consent may be something like:
"By checking this box I agree to receive occasional marketing messages from INSERT COMPANY NAME HERE."
Opt-in disclaimer MUST have ALL CTA disclosures present to be considered compliant:
Program name and/or a description of the messages that will be sent (appointment reminders, marketing messages, occasional offers, etc.)
Organization or individual being represented in the initial message.
Fee disclosure (“Message and data rates may apply”)
Service delivery frequency or recurring messages disclosure (“4 messages per month”, “Message frequency varies”, “1 message per login”, etc
Customer care information (typically “Text HELP for help” or Help at XXX-XXX-XXXX) not required for single message programs (i.e 2FA)
Opt out instructions (“Text STOP to unsubscribe”) – not required for single message programs (i.e 2FA)
Link to Privacy Policy describing how end user opt-in information will be used. Be sure there