SMS Registration Guide

Step 1: Campaign Description 

• Why do you typically send messages to subscribers?
  • What does your business do?
  • To whom are you sending SMS/MMS?
  • What are you trying to accomplish by sending SMS/MMS to these recipients?
  • Optional – If your organization will be sending SMS/MMS from more than 48 unique phone numbers, provide a reasoning as to why so many numbers will need to be sending messages.

The customer will then be asked two questions: one about age restriction & have information on direct lending or loan agreements. – PLEASE HAVE CUSTOMER ANSWER HONESTLY OR FUTURE SMS REGARDING THIS TOPIC WILL BE BLOCKED!

Recipient Consent for Messaging (Call to Action)- This section highlights how your organization gets your recipients contact details and their permission to contact them via SMS/MMS. – THIS SECTION EXPLAINS HOW THE RECEIPENT PROVIDED THEIR PERMISSION THROUGH:

• Verbally with consent: The consumer provides verbal consent to opt-in and receive your messages.
  •  If your website has a form that requires a phone number to submit (such as a “Contact Us” page) the website must contain the SMS consent disclosure.
  • Example: While speaking with a customer, either over the phone or in person, the agent asks if the customer would like to receive more information via SMS. Here is our script “Hello {customer}, thank you for calling John’s Auto Service. We can send you updates about your car via SMS, I must let you know about this information first. You may reply STOP to opt-out of future messages or reply HELP for more information. Message frequency varies and message and data rates may apply. We do not share or sell your information to third parties; you can review our privacy policy on our website www.johnsauto.com/privacy. Do you agree to these terms?”
• Entering a telephone number through a website: The consumer enters their phone number into a form on your website.
• Initiating the text message exchange after obtaining the number from a public source: The consumer’s number was given to your company via a public source.
  • Example description: Once a recipient finds our number on an advertisement and texts that number. Our organization will send an automated message to reply YES, if they want to opt in to receive SMS from us. We state that message and data rates may apply, and that frequency varies. If they reply YES, we send an opt-in message telling them they can reply STOP or HELP. In our HELP message we provide a link to the privacy policy. Here is a screenshot of a sample advertisement.
• Signing up at a point-of-sale (POS) or other Message Sender on-site location: The consumer signs up to receive messages while using an on-site point-of-sale or Message Sender.
  • Example description: Our restaurant has Point of Sale checkout. In the process, our customers can receive their receipts and order updates through SMS. Before they accept, they see the following prompt: I agree to receive text messages and phone calls regarding my order. I also agree to the Terms of Use and Privacy Policy linked below. I understand that my consent to be contacted is not a requirement to purchase any product or service and that I can opt-out at any time. Message & data rates may apply. Message frequency varies.
• Opting-in over the phone using interactive voice response (IVR) technology: The consumer opts-in to messages during an IVR interaction.
  • Example description: After a customer opts-in via the IVR we will send them a confirmation message so that they are aware of the number they will be receiving updates from.
• Sending a message with an advertising keyword from their mobile device: The consumer opts-in by sending a message to your company containing an advertising keyword.
  • Example description: We are a local bakery. If a recipient sends BREAD to number: 4378890922, we send the following welcome message: This is Sam’s Bakery. Do you agree to receiving promotional SMS messages from us? Message and Data Rates May apply. Frequency may vary. Our privacy policy is available on our support page. Reply YES to agree. Reply STOP to opt out. Once the recipient replies YES, we send our opt-in message: Thank you for subscribing to Sam’s Bakery. Reply STOP anytime to opt-out or HELP for support.

The customer will then need to Provide more details around how your organization communicates and receives consent from your recipients before texting them.

For a successful campaign approval by third parties please use the strongly suggested guidelines below.

• Inform customers that they can opt out of text messages by replying STOP or HELP
• Mention that “message and data rates may apply” and “frequency of messages may vary.”
• Your process must include a disclaimer to the recipients that their data will NOT be sold or distributed to third parties.
• Provide information to the recipients on how to access more information on your privacy statement.

The customer will then be asked another series of questions about (1)pattern of recurrence, (2) the amount and frequency of messages sent to a recipient, (3) Who are your SMS recipients, & (4) Provide a support contact channel for your recipients in the event they require assistance.

Step 2: Messaging Types

The customer will need to Select all the SMS/MMS campaign types of your company will send.

***MAJORITY OF SMS REGISTRATIONS ARE CONVERSATIONAL TWO WAY DIALOUGE

Step 3: Messaging Examples

Based off the previous selection the samples messages are going to be according to what the customer selected.

Any one of these examples listed below can be used as sample messages EVEN THOUGH the customer may nor use this type of format… its just to get APPROVED!

• [Brand Name]: Your authentication code is 1234. Reply STOP to opt-out of future messages.
• Hi {First Name} this is {Agent Name} with {Brand name}. I am following up on your question about our services. You can call me back at xxx-xxx-xxxx. Reply STOP to cancel.
• Hi {customer name} this is a reminder about your appointment at {Brand name} tomorrow at 2:00 PM. Please reply YES to confirm or NO if you need to reschedule. Reply STOP to cancel.
• Hi {customer name} this is {agent name} with Dr. Doctor’s office. We received your lab work, and you can see the results by logging into your patient portal www.drdoctor.com/patient_portal_login Reply STOP to opt-out of future messaging.

***REMEMBER, the customer is only replacing “(Brand Name)” in each example with the brands name they put on their Brand submission.

Step 4: Consent messages

Mobile carriers require organizations to obtain consent before sending SMS messages to recipients. Following best practices helps build trust and save costs.

THIS SECTION IS THE EASIEST OF THEM ALL… all you got to do is have the customer select “Fill with recommended message” and check EACH box that says “Allow Dialpad to enforce this OPT-IN/HELP/OUT-OUT message for all applicable numbers for this campaign.”