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Web Forms Requirements
Opt-in confirmation message. This is required for all recurring campaigns, regardless of opt-in method, it should not exceed 160 characters. Must have the following:
- Program (brand) name or product description.
- Customer care contact details: Reply HELP for help.
- Opt-out instructions: Reply STOP to opt-out.
- Disclosure: that the messages are recurring and the frequency of the messaging
- Message frequency (must align with the frequency on the CTA and SMS Terms)
- A “Message and data rates may apply” disclosure
Successful Example | Failed Example |
“You are successfully opted in for messages from ACME for account notifications. Message and data rates may apply. Reply Help for additional support. Reply STOP to unsubscribe.” [Company name]: Thank you for signing up for updates! Msg freq varies. Msg&Data rates may apply. Reply HELP for help, STOP to cancel. | “You opted in for messages” Why is this rejected? Opt-in message does not contain any information on brand and no information on opt-out process, campaign will be rejected. |
When Phone Number field is Mandatory in Web form OPT-IN.
- Consent cheekboxes should be separated for both Marketing and Non-Marketing Messages.
- Consent checkboxes cannot be pre-selected and should be optional when Phone Number is required.
- SMS notifications cannot be forced in the form. Meaning you cannot require BOTH consent and the phone number to proceed.
- Privacy Policy and TnC at footer.

When Phone Number field not Mandatory in Web form OPT-IN.
- Consent cheekbones not required when Phone Number field is not mandatory.
- Privacy Policy and TnC at footer.

2.2 Consent Checkbox
- Messaging consent must ALWAYS be optional. Checkboxes cannot be pre-selected or pre-checked.
- Opt-in consent message and checkbox must be separated from the Privacy Policy | Terms of Service consent and checkbox.
- You need to include the bolded part like
- The type of messaging you are sending and the business/brand name
- Message delivery frequency or recurring messages disclosure (“4 messages per month”, “Message frequency varies”, “1 message per login”, etc)
- Fee disclosure: “Message and data rates may apply”
- Customer care information (typically “Text HELP for help” or Help at XXX-XXX-XXXX)
- Opt out instructions (typically “Text STOP to cancel”)
- Checkbox for SMS Notifications & Alerts use case example:
I Consent to Receive SMS Notifications & Alerts from {{location.name}}. Message frequency varies. Message & data rates may apply. Text HELP to {{location.phone}} for assistance. You can reply STOP to unsubscribe at any time. - Checkbox for marketing use case example:
I Consent to Receive Occasional Marketing Communication from {{location.name}}.
- Checkbox for SMS Notifications & Alerts use case example:
Terms of Service Requirements
- Include these components:
- Program Name and Description (name of your SMS program and description of message types)
- Opt-Out Instructions (texting “STOP” to the shortcode)
- Rejoining Instructions (how to rejoin after opting out)
- Help Instructions (texting “HELP” or contacting support)
- Carrier Liability Disclaimer (carriers not liable for delayed/undelivered messages)
- Message and Data Rates disclaimer
- Privacy Policy Link
- Compliance with Industry Standards statement
- Legal Compliance Note
Example:
{Program Name}
- {Insert program description here; a brief description of the types of messages users can expect upon opting in.}
- You can cancel the SMS service at any time. Simply text “STOP” to the shortcode. Upon sending “STOP,” we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you.
- If you experience issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to {support email address or toll-free number}.
- Carriers are not liable for delayed or undelivered messages.
- As always, message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies. For questions about your text plan or data plan, contact your wireless provider.
- For privacy-related inquiries, please refer to our privacy policy: {link to privacy policy}.
Privacy Policy Requirements
- Generate a privacy policy using services like Termly, Rocket Lawyer, or free online generators
- Include the following statements:
- No mobile information will be shared with third parties or affiliates for marketing/promotional purposes
- Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services
- If your policy mentions sharing personal information, add this disclaimer: All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
- Remove terms like “share,” “sell,” “affiliate,” or “third-party” when they imply sharing leads’ information, unless explicitly allowed
- In both the privacy policy and terms and conditions pages, remove all keywords such as ‘share,’ ‘sell,’ ‘affiliate,’ or ‘third-party’ that mention selling or sharing leads’ information with a third party.
- Provide the working Privacy Policy URL. It must not mention sharing of personal information with any third parties/affiliates/nonaffiliates. If it does mention this, the following disclaimer must be added
- How do we share your information section of the privacy policy:
- “All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.”
- A compliant Privacy Policy must state that no mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

- Find Keywords: Look for words like share, disclose, sell, affiliate, and third-party.
- Check Context: See if the sentence allows sharing or selling leads’ information with others.
- Remove or Fix: Delete or reword any text that says leads’ information is shared or sold.
- Confirm: Make sure the policy clearly states that you don’t share or sell leads’ information.
- Must add this paragraph:
- “No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.”