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Texting Brand/Company Information

FCC regulations and U.S. mobile carriers now require all businesses that send text messages to complete a 10DLC (Application-to-Person SMS) verification process and to collect explicit customer consent (opt-in) before messaging any phone number.

IMPORTANT: This form may take a few minutes to complete and may require edits to your company website. Your website must have privacy policy and messaging terms pages and you must provide the link on this form. Before starting the form, review the privacy policy and messaging terms section of the form below and ensure your policy and terms meet the requirements. Additionally, you will be providing your Opt-in Method – if you’re unsure about that, review the section below and consider how your customers will opt-in to receive messages.

    Required Business Information

    Privacy Policy

    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.

    Messaging Terms

    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.

    Opt-In Method

    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

    Sample Messages

    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.

    Need help?

    If you have questions or need assistance completing the form, contact us and we’ll walk you through it.