DBA (Doing Business As) or Brand Name
What type of legal form is the org? Privately Held CompanyPublicly Traded CompanyNonprofit OrganizationGovernment
Legal Company Name
Tax Number / ID / EIN
Phone Number
Email
Address
City
State
Postal Code
Vertical type Real EstateHealthcareEnergy and UtilitiesEntertainmentRetailAgricultureInsuranceEducationHospitality and TravelFinancialGambling LotteryConstruction and MaterialsNon Government OrganizationManufacturingGovernmentInformation TechnologyCommunication and Mass Media
Website
Please include a link to your Privacy Policy. Your privacy policy must explain how customer mobile opt-in information is used or shared. If SMS information is included within a larger privacy policy, the SMS section must be clearly labeled so it is easy for reviewers to find.
Example language you may include in your Privacy Policy:
SMS Opt-In Mobile opt-in information will not be shared or sold with or to third parties for marketing or promotional purposes. OR SMS Communication We do not share or sell personal information with third parties without consent, except when legally required to do so.
Link to Your Company's Privacy Policy
Please include a link to your Messaging Terms.
If your messaging terms are part of a larger Terms of Service document, the SMS/Messaging section must be clearly identified so it is easy to locate.
Example Messaging Terms & Conditions:
Messaging Terms & Conditions
You agree to receive informational notifications from Bob’s Accounting. Message frequency varies. Message and data rates may apply. For help, reply HELP or email support@bobsaccounting.com. You can opt out at any time by replying STOP.
Link to Your Company's Messaging Terms
Please describe how end users give consent (opt-in) to receive SMS messages from your business and provide links to any proof of this process.
Acceptable opt-in methods include: Website forms Paper forms Texting a keyword Verbal consent (with documentation)
Requirements: Opt-in checkboxes must not be pre-checked
Opt-in language must include: Message frequency Message & data rates disclosure HELP and STOP instructions A link to the Privacy Policy A link to Messaging Terms
Example: A web form where users enter their phone number and check a box stating: “You agree to receive informational notifications from Bob’s Accounting. Message frequency varies. Message and data rates may apply. For help, reply HELP or email support@bobsaccounting.com. You can opt out at any time by replying STOP.” The Privacy Policy and Messaging Terms are linked on the form. The web form is located at: https://bobsaccounting.com/optin
Opt-in Method
Please provide examples of the types of messages you plan to send. Example(s): Bob’s Accounting: Your tax form has been accepted. Bob’s Accounting: Your tax form has been completed and submitted.
Please provide examples of the types of messages you plan to send.
Logo (224x224 px, Max 50KB, png or jpg)
Accent Color
Banner (1440x448 px, Max 200KB, png or jpg) (Optional. Can also use the accent color as a background banner.)
Brief description of your company
Estimate of organic monthly website traffic
Preferred sender name (This is what users will see instead of a phone number. It should include your company and the use case. For example, Brandywine - Notifications or Tony's Pizza - Offers)
Brand Contact First Name:
Brand Contact Last Name:
Brand Contact Position:
Brand Contact Email:
Brand Contact Phone Number:
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