Register your local phone number to enable texting
Due to a new industry-mandated regulation, all customers who use SMS/MMS to U.S. numbers are required to register their brand and SMS campaign(s).


This information applies in North America Only


About This Article


There are now updated requirements for several fields when submitting 10DLC campaigns. In order to ensure the most success for vetting, please make sure your campaigns follow these new requirements. 


Our carrier's aggregator vets all new 10DLC campaigns to ensure campaigns are compliant with the wireless carriers’ codes of conduct. In this article, we'll provide more clarity and insight into them so you can register your campaigns successfully and as smoothly as possible. 


Requirements


Ensure that your campaigns have the following new elements:

  • Campaign and Content Attributes
    • Subscriber Opt-in: Provide the opt-in keywords if applicable. The Opt-in Message is required and must contain the following details: Brand name, message frequency disclosure, "message and data rates may apply" disclosure, HELP information, STOP information.
    • Subscriber Opt-Out: Provide the opt-out keywords. The Opt-out Message is required to contain the following details: Brand name and confirmation the consumer will receive no further messages.
    • Subscriber Help: Provide the Help keywords. The Help Message must contain the following details: Brand name and an email address, phone number, or website link the consumer can use for assistance.

  • Campaign Description
    • Messaging frequency needs to be disclosed.
    • If donations are collected, it must be clearly stated.

  • Message Flow/Call to Action (CTA) (Opt-In)
    • Provide the specific link, written form, or screenshot of the opt-in form.
      • Use the “CTA (Call-to-Action), Privacy Policy and/or Terms and Conditions Multimedia Upload” field to attach the screenshot, if applicable.
    • If Verbal Opt-in is collected, please add the script that describes the opt-in flow.
      • The script must contain the following disclosures: “Brand name, types of messages being sent, message frequency disclosure, “message and data rates may apply” disclosure, HELP information, STOP/opt-out information, and a link to the Privacy Policy and Terms & Conditions”
    • Phone Numbers cannot be a required field on the website where opt-in is collected. The only way it can be required if text messaging opt-in is the only use of the form.
    • Please note the campaign vetting review will be on the Call to Action/Message Flow field AND the Call-to-Action disclosure provided at the actual opt-in collection.

  • Privacy Policy and Terms and Conditions
    • Provide the Privacy Policy URL in the Privacy Policy Link field.
    • Provide the Terms and Conditions URL in the Terms and Conditions Link field.
    • If you do not have your Privacy Policy and Terms and Conditions accessible via a public URL, please upload a PDF or document version of these files in the CTA (Call-to-Action), Privacy Policy and/or Terms and Conditions Multimedia Upload.
    • Privacy Policy must include a disclaimer that no mobile opt-in will be shared with third parties for marketing purposes.
    • Terms of Service must have an SMS disclosure that includes the brand name, types of messages consumers can expect to receive, message frequency disclosure, “message and data may apply” disclosure, privacy policy links, and opt-out instructions.

  • Sample Messages
    • Sample Messages must correspond to the registered use case. If a campaign is registered under multiple use cases (mixed), a sample message for each use case should be provided.
      • For example, if you register under the marketing use case, state in the description the use of texts for promotional purposes and the sample message should reflect a typical marketing message you would send.

Common Rejection Reasons


  • Call to Action (CTA)
  • Opt-out message
  • SHAFT-C content
  • Lack of a website or online presence
  • Non-compliance with Know Your Customer (KYC) guidelines
  • Privacy Policy and Terms and Conditions
  • Campaign and Content attributes
  • Sole Proprietor campaign
  • Privacy Policy
  • Terms & Conditions


Call to Action (CTA)

We often see campaigns rejected for an insufficient Call to Action/Message Flow (CTA) section. There are two portions of the Call-to-Action review when it comes to vetting for 10DLC.

First, the vetting aggregator will review the Call to Action/Message Flow field in the campaign registration. This section should contain a clear and concise description of how an end user signs up to receive messages. Opt-in must be 1 to 1, can't be shared with third parties, specific for text messaging, and can't be implied. It must be clear, conspicuous, and can't be obscured within the terms & conditions and/or other agreement(s).

Examples of how to get users to opt in:

  • Entering a phone number through a website
    • Example: Customers opt-in by visiting www.examplewebsite.com and adding their phone number. They then check a box agreeing to receive text messages from the example brand.
    • Note: If using a website to collect opt-in, please provide a direct link to the submission form in the CTA/Message Flow field. If this is missing, the campaign will be rejected.

  • Clicking a button on a mobile webpage
    • Note: Please provide a website link in the CTA/Message Flow field if this is where the opt-in is being collected.

  • Sending a message from the consumer’s mobile device that contains an advertising keyword
    • Example: Consumers opt-in by texting START to (111) 222-3333.
    • Important: You will need to explain how the consumer/recipient is informed to text the keyword/initiate the text messaging conversation. Acceptable explanations of how the consumer is informed include:
      • a link to a webpage where the keyword opt-in is advertised
      • an attached screenshot of the keyword opt-in advertisement

  • Signing up at a point of sale (POS) or another message sender on-site location
    • If the opt-in is collected verbally, you must provide a copy of the opt-in script read to the consumer

  • Opting in over the phone using interactive voice response (IVR) technology

Secondly, the vetting aggregator will review the actual Call-to-Action disclosure shared with the consumer/recipient during the opt-in collection. This disclosure is the language provided to the consumer/recipient informing them that they are opting in. This disclosure must contain the following information:

  • Brand name
  • Types of messages being sent
  • Message frequency disclosure (Msg frequency varies, 2/msgs per week, etc.)
  • "Message and data rates may apply" disclosure
  • HELP information (text HELP for help)
  • STOP/opt-out information (text STOP to stop)
  • Link to the Privacy Policy and Terms & Conditions

This information must be provided regardless of the opt-in collection method. Here are some examples of different types of opt-in:

Website/Online opt-in: "By submitting this form and signing up for texts, you consent to receive marketing text messages (e.g. promos, cart reminders) from [Company Name] at the number provided, including messages sent by autodialer. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy Policy [link] & Terms [link]."

Keyword Opt-in: "By texting START to [phone number], you consent to receive marketing text messages from [Company Name]. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy Policy [link] & Terms [link]."

Consumer-Initiated Messaging: "By starting a text conversation with [Company Name] by texting [phone number] you are agreeing to receive conversational messages from [Company Name]. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy Policy [link] & Terms [link]."

Verbal opt-in: "[Company name] will be collecting opt-in verbally from their customers. The customers will be able to opt in to receive messages either in person at their physical location, or over a phone call if the customer calls. When a customer is registered for the first time, they are asked to provide the phone number, and staff is trained to ask If the customer would like to opt in to SMS-based billing notifications. They will be verbally informed that "Message and data rates may apply", "Message frequency may vary", and they can "text HELP for support or more information and STOP to unsubscribe at any time." They will also be informed that their phone number will not be shared with third parties for marketing or promotional purposes. Privacy Policy and Terms & Conditions links must be added to the Call to Action/Message Flow field in the campaign registration via TCR.

Additional notes about CTAs:

  • All traffic on behalf of a business, entity, or organization must have prior opt-in/consent.
  • If the CTA mentions the opt-in collected on a website, the website must be provided. If it's not provided, the campaign will be declined.
  • If donations are a part of the campaign, the Call-to-Action disclosure shared at the consent collection should reflect that. 
    • Example: "By submitting this form and signing up for texts, you consent to receive marketing, donation asks, and informational messages from [Company Name]. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy Policy [link] & Terms [link]."

Opt-out Message

Acceptable opt-out language must include at least one of the following words: END, STOP, UNSUBSCRIBE, CANCEL. If you’re using an opt-out phrase, it must be separated by spaces (i.e., STOP2END is not acceptable; it should be STOP 2 END). Please make sure that at least one of your sample messages shows your opt-out.

Example: "[Insert Business Name:] You have an appointment for Tuesday at 3:00 PM, reply YES to confirm, NO to reschedule. Reply STOP to unsubscribe."

SHAFT-C Content

The following types of content are prohibited on 10DLC: CBD, Cannabis, Sex, Hate, Alcohol*, Firearms, and Tobacco*. It’s also not allowed to be on the customer's website at all. 

*Alcohol and Tobacco can be supported with robust age-gating and proper opt-in.

Example: If a chiropractor's office has CBD oils on its website, the campaign will be denied even if it's not directly related to CBD marketing.

Lack of a Website or Online Presence

Please make sure to include any website or online presence the customer has. Even if the customer avoids putting their website, our aggregator will still search to see if there's one associated with them. If there’s prohibited content on their website, the campaign will be rejected. If they do not have a website, we recommend providing any form of online presence in the Brand Details (social media page, Google search link, etc.). They can attach the Privacy Policy and Terms & Conditions in the registration if they are not found online. 


Non-compliance with "Know Your Customer" Guidelines

Please follow proper Know Your Customer (KYC) guidelines for the campaign. The brand needs to reflect who will be sending the message to the customer, not the software behind the delivery.

Remember that the brand is the message sender. The Employer Identification Number (EIN) and company information should reflect the message sender, not you as the reseller.

Campaign and Content Attributes

Please confirm that your campaign and content attributes are correct when setting up your campaign. 

  • Subscriber Opt-in: Provide the opt-in keywords if applicable. The Opt-in Message is required and must contain the following details: Brand name, message frequency disclosure, "message and data rates may apply" disclosure, HELP information, STOP information.
    • Example: "Thank you for opting in to receive recurring messages from [Company Name]. Msg frequency varies. Msg & data rates may apply. Reply HELP for help. Reply STOP to cancel."

  • Subscriber Opt-Out: Provide the opt-out keywords. The Opt-out Message is required to contain the following details: Brand name and confirmation the consumer will receive no further messages.
    • Example: "You have successfully opted out of messages from [Company Name]. You will receive no further messages."

  • Subscriber Help: Provide the Help keywords. The Help Message must contain the following details: Brand name and an email address, phone number, or website link the consumer can use for assistance.
    • Example: "Thank you for reaching out to [Company Name]. Please call us at [phone number] or email us at [email address] for support. Reply STOP to opt-out."

  • Number Pooling: This must be selected as "Yes" if the campaign is later submitted for a Number Pool (needing more than 49 TNs on the campaign).

  • Direct Lending or Loan Arrangement: Must be checked "Yes" if the brand engages in lending, even if the messaging on the campaign is not related to the lending.

  • Embedded Link: Indicates if the campaign will send embedded links in the messages. If selected "Yes", an embedded link must be included in at least one of the sample messages.

  • Embedded Phone Number: Indicates whether the campaign will send embedded phone numbers in the messages (excluding providing a contact for HELP in the help response). If checked "Yes", an embedded phone number must be included in at least one of the sample messages.

  • Age-Gated Content: Must be checked "Yes" if the content includes any age-gated materials.
  • Terms & Conditions: Must be checked "Yes" and the Terms & Conditions link needs to be provided in the Terms and Conditions Link field or the Call to Action/Message Flow field.
    • You can scroll down to see an example of Terms & Conditions.

Sole Proprietor Campaign

Not all carriers accept these campaign types, so at this time we are not able to accept them as they will be rejected by the carrier. 


Privacy Policy

All message senders must have an acceptable Privacy Policy when registering 10DLC campaigns. The most important aspect of the Privacy Policy mandates clearly describing how consumer data will be used and shared (if applicable), and how consumers can contact the message sender. A compliant Privacy Policy for 10DLC messaging should include the points below to help ensure that campaign registration and vetting are successful.

Please also ensure you are linking to your privacy policy and terms and conditions in the Campaign Details section when registering your campaign. This will allow for quicker location of these items resulting in a more streamlined vetting process. 

Consent

When a campaign is being vetted, the language presented in a sender's Privacy Policy is heavily scrutinized to ensure the message sender doesn't improperly claim to have the consumer’s consent to share end-user data with third parties for marketing purposes. While it's permissible for a business to share end-user data essential for business operations, the fundamental practice of sharing data to sell consumer information (leads) to third parties is a prohibited campaign type and will be rejected.

Privacy Policies are reviewed during vetting to ensure consumer data isn't transferred among various organizations. To successfully address these requirements, we recommend adopting and including a process in the Privacy Policy that demonstrates senders will refrain from sharing information consumer data.

Example: "Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties."

Opt-out Instructions

Message senders are required to acknowledge the consumer's right to opt out of a messaging campaign to ensure that message recipients’ consent remains intact. The Privacy Policy must also include instructions on how to opt out of future communications.

Example: “If you wish to be removed from receiving future communications, you can opt out by texting STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE.”

We strongly suggest that each brand create a personalized Privacy Policy with accompanying SMS disclosures as discussed above. Wecannot provide guidance on what is legally required within a Privacy Policy. It's the responsibility of the message sender and their provider to research and ensure the Privacy Policy meets TCPA laws, as well as, individual carrier compliance requirements.  For new, non-established brands entering the messaging space, there are online resources that can help you develop the required operational processes and Privacy Policy templates that will fit the unique needs of your business.

Note: If you're using online resources, your Policy, Practices, and Procedures must still include the above SMS disclosures and functions. Failure to adopt these practices may result in receiving a registration and vetting rejection (i.e., “805 - Compliant privacy policy is required on website”).

Example Opt-In Scripts

Example 1: "Thank you for opting in to receive recurring messages from [Company Name]. Msg frequency varies. Msg & data rates may apply. Reply HELP for help. Reply STOP to cancel."

Example 2: "Hi [Name], this is [Your Business Name]. We'd love to send you occasional updates about [briefly describe content - e.g., special offers, new products, appointment reminders]. To receive these messages, please reply YES. You can opt out at any time by replying STOP. Text HELP at anytime for help. Msg&data rates may apply." 

Terms and Conditions

All message senders must have compliant Terms & Conditions made available to their consumers/recipients. This document must be provided as a part of the campaign registration. Often, the Terms & Conditions are found on a brand's website. If the brand does not have a website, you can attach a hard copy as a PDF in the campaign registration.

The Terms & Conditions page must contain the following details:

  • Brand name
  • Types of messages the consumer can expect to receive
  • Message frequency disclosure
  • "Message and data rates may apply" disclosure
  • Customer care contact information (Text HELP for help, contact [email address] for support, etc.)
  • Opt-out information (Text STOP to cancel)

An example might look like this:

"Messaging Terms & Conditions

You agree to receive informational messages (appointment reminders, account notifications, etc.) from [Company Name]. Message frequency varies. Message and data rates may apply. For help, reply HELP or email us at [email address]. You can opt out at any time by replying STOP."