A2P 10DLC Campaign Opt-In and Opt-Out

Best practices to follow for SMS Campaigns

Sam Aparicio avatar
Written by Sam Aparicio
Updated over a week ago

How Do End Users Consent to receive messages?

IMPORTANT!:

To avoid campaign rejection, ensure Opt-in is verifiable: Each campaign is manually reviewed and needs to be verifiable by a human.

Approved Opt-in Examples

Why we think was this approved?

Email Opt-In: Clients and prospects can subscribe to the marketing campaign by responding our marketing email or by clicking on an "Opt-In" link or button in the marketing emails asking to be reached out. When users click on the link, they are directed to a landing page where they can provide their contact information and book an appointment with one of our insurance agents. 2. Text-to-Join Opt-In: Consumers can also subscribe to the campaign by sending a text message with a specific keyword to a designated shortcode (e.g., "JOIN" or "SUBSCRIBE"). 3. Call-to-Action Opt-In: Prospects and clients can subscribe to the campaign by calling at {your phone number} and providing their consent to receive marketing messages during the call with our insurance agent or customer service representative

This was humanly verifiable by testing the text to join opt-in to the number provided and the call-to-action opt-in

When they make appointment they confirm the way of communication, text or email or only phone call and they can opt out a any time

This was humanly verifiable by calling into the appointment line and confirming that the method of communication is opted-in


Why do we need an A2P 10DLC Campaign?

SMS and MMS sent through Ring.io are delivered using an internet connection, which starts a conversation. This means that you can use Ring.io to send text messages to A2P (application to person) services like Ring.io and to phone numbers on a traditional SMS/MMS network, which will be delivered as a text message.

A2P requires strict compliance with the Telephone Consumer Protection Act (TCPA) and adherence to the Cellular Telecommunications and Internet Association (CTIA) guidelines, which allows for the recipient the option to START or STOP communication from a number.

Please provide us with exactly how your customers opt-in to receives messages from your organization using the form below.

SMS Campaign Form

This field should describe how and when consumers opt-in to the campaign, therefore giving consent to the sender to receive their messages. The call-to-action must be explicitly clear and inform consumers of the nature of the program. If multiple opt-in methods can be used for the same, list them all.

  • Detail All Opt-in Methods: Include all methods of opt-in, whether electronic, paper form, in-person verbal opt-in, or other means.


  • Provide Necessary Links and Documentation: If opt-in is collected through a paper form or behind a login, supply a hosted link to an image of the opt-in. If the opt-in occurs on a website, provide the relevant link.


  • Include Privacy Policy and Terms of Service: The website where opt-in occurs must contain a privacy policy and terms of service.


  • Avoid Third-Party Sharing: Make sure that opt-in information is not shared with unauthorized third parties.

Please describe one of the following processes that apply to your opt in process

OPT IN Type

Description

Example

Verbal

Verbal

Example 1 : Via IVR

Acme IVR: "As part of our service we can send you automated monthly text alerts regarding Acme account payment activity. We will send two messages per month. Message and data rates may apply, depending on your mobile phone service plan. At any time you can get more help by replying HELP to these texts, or you can opt out completely by replying STOP. Mobile Terms of Service are available at http://acme.com/terms and our Privacy Statement can be found at https://acme.com/privacy. Please reply with 'yes' or 'no' to indicate if you would like this service".

Acme Customer: "Yes please"

Acme IVR: "Great! We will send you a text message to confirm your enrollment here shortly."

—--------------------

Example 2 - Via Human

"As a small business operating in B2B, we collect a limited number of contact details, only from our clients for conversational customer care and following up on contracts. Consent is collected via a verbal script that you can find here: www.acme.com/1234535. The script is as follows: 'Thank you {Name} for signing with Acme. To follow up on your contract, could you provide me with your contact details: email and/or phone number. We will only use these details in the context of this contract and not for any other purposes. Could you let me know what's your preferred method of contact: email, calls, or SMS?' Text message communication will only be sent to people who have chosen this method or if the recipients are the one initiating the conversation via text message"

Web Form

An embedded form on the end-business’s website that prompts end-users to enter their mobile handset phone number and opt into the texting campaign. Note checkbox should be selectable by end-user for opting in.

"Our recipients provide opt-in by providing their contact details on our website www.acme.com/signup and ticking the box to agree to be sent information via SMS. They can easily find our Terms & Privacy Policy under www.acme.com/terms"

Paper Form

An in-store visitor completes a physical form that collects their phone number and their consent to subscribe to your texting campaign.

Hosted link containing paper form is required to be provided.

Via Text

This is the method where your customers text a keyword or phrase to join your message list.

Example :

Reply YES to receive updates from [company name]. Reply STOP to cancel.

Mobile QR Code

A QR code that links to an online form that prompts end-users to enter their mobile handset phone number and opt into the texting campaign. QR code can direct the mobile handset to their messaging application with a templated opt-in message, or can lead to a web-form as outlined above.

Successful Example:


"Customers provide opt-in specifically when enrolling into our website, or in person by requesting SMS capabilities within the store. Opt-in during website is a self-service process and occurs at acme.com/signup. By submitting, you authorize ACME to send text messages with offers and other information. Message/data rates apply. Consent is not a condition of purchase. [Link to terms and conditions]."

Failure Example:


"Customers sign up"

(Where and how the customer provides opt-in is unclear, campaign will be rejected.)

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