TABLE OF CONTENTS

• Campaign Details
• 1.0 Messaging use case
  • 1.1 Use Case Description
  • 1.2 Sample Message
• 2.0 User Consent
  • 2.1 How do lead/contact consent to receive messages?
  • 2.2 Consent Checkbox
  • 2.3 Privacy policy
  • 2.4 Terms of service
  • 2.5 Opt-in Message
• Related Articles
  • A2P 10DLC Campaign Approval Best Practices
  • Phone System Trust Center 

Campaign Details

Once you complete the steps to submit the Brand Details, you will be taken to Campaign Details page.

Campaign Details page has two sub-sections:

• Messaging Use Case

• User Consent

1.0 Messaging use case

Clearly describe the purpose of your SMS campaign. Specify who will receive the messages, the nature of the content, and the context in which messages will be sent. For example, "Sending appointment reminders to clients who have opted in via our website."

You will see two campaign fields on this page

• Use Case Description
• Sample Message #1 & #2

For detailed Messaging Use Cases refer to List of campaign use case types for A2P 10DLC registration.

1.1 Use Case Description

• The use case description field under Messaging Use Case outlines the specific purpose and intended usage of your SMS campaign. It’s a critical requirement for approval because it informs carriers about how and why you are sending messages, ensuring compliance with regulations and transparency.

• Must explain what type of SMS the client will be sending (e.g., marketing messages, appointments, notifications, etc.).

• Click on 'See example' in the top right to check out examples for your use case. It's best to keep it simple. If you outline all the use cases, you will need to provide the opt-in link for each one.

• Use Case Discription Example: 

If you have an EIN for your company but you want to use a different brand name for your messages, you can add this sentence "We are doing DBA as [Business_Name]" in the Campaign Use Case Description for Step 3 - Campaign Details. Make sure the rest of the submission including the website matches with the DBA business name. You can register the same EIN for 10 brands max.

1.2 Sample Message

• Sample Message #1 & #2 refers to the sample messages you provide as part of your application for A2P10DLC campaign submission. These examples demonstrate the kind of SMS content you intend to send to your audience. The goal is to give carriers a clear idea of your messaging purpose, format, and compliance with regulations.
• Sample Message must include the lead’s name, a staff member’s name, a business name, and opt-out language (reply STOP to unsubscribe.)
• Must provide an example of the type of messages the client states they are sending in their description.
• Sample message Examples:
  
  

  Non-marketing messages: Use Case: Healthcare or service-based businesses sending appointment reminders.	"David, it's Kate from ABC Company. Thanks for opting in to receive SMS notifications. I just saved a time for you on Thursday, June 15, 2023, at 4:00 PM, and I'll see you then! If anything changes, just let me know. If you need to opt out, reply STOP."
  Marketing messages: Use Case: Healthcare or service-based businesses sending marketing or offers.	"David, it's Kate from ABC Company. Thanks for opting in to receive messages. Today, we are giving out a few vouchers to our past patients for a free chiropractic adjustment. Would you like one? If you need to opt out, reply STOP."

  
  
• Do NOT including custom fields or values
  
  

  Rejected Example:

  Hey {{name}}! Samuel from [write the client's company name here] here. We remember you had signed up to receive an appointment with us a little while back. When could we get you rescheduled? Reply STOP to opt out."

   

2.0 User Consent

• Users must clearly and willingly agree to receive messages, and the consent should specify the type of messages being sent, such as marketing, transactional, or informational.
• Ensure users are fully informed during the opt-in process. Clearly communicate:
  • The type of messages they will receive.
  • The expected frequency of the messages.
  • Any associated costs, such as standard message and data rates.

2.1 How do lead/contact consent to receive messages?

Methods of Obtaining User Consent

• Web Forms

• Text Message Opt-In

• In-Person or Paper Forms

• Verbal Consent
  
  

If consent is being obtained on the website, please provide the URL. If it’s verbally, provide the script with the above requirements. If it’s a keyword opt-in, please provide the image of how the keyword is being advertised to the end users with all the required disclaimers. If it’s over a paper form, please provide a picture of the form where we can see all the disclaimers and where the end user is providing their phone number.

For detailed list of all Opt-In methods refer to A2P 10DLC Campaign Approval Best Practices.

Below is an example for Web form Opt-In flow.

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.
• TCR is now requiring us to separate the checkbox for promotional SMS communications from other SMS notifications. You can omit the T&C/Privacy Policy consent checkbox and make sure they are hyperlinked at the footer of the form to avoid having 3 checkboxes (T&C, promotional, other sms)
• 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}}.
      
      

• If the checkbox is showing at the end of the survey, or behind an appointment form. Please include a hosted link to an image of the opt-in
  • e.g. End users opt in through an appointment form on the website: https://www.abccompany.com/appointment, Users check a box with optional consent language to receive messages from us to provide their consent at the end of the appointment form: https://storage.googleapis.com/msgsndr/RNTEDRA9ap9xSh2MyTYS/media/669825fa23e0faf564cdb24f.png

2.3 Privacy policy

1. Find Keywords: Look for words like share, disclose, sell, affiliate, and third-party.
2. Check Context: See if the sentence allows sharing or selling leads' information with others.
3. Remove or Fix: Delete or reword any text that says leads' information is shared or sold. 
4. Confirm: Make sure the policy clearly states that you don’t share or sell leads' information.
5. 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."

2.4 Terms of service

• Make sure the company name & logo is branded in the webpage header to ensure consistency.
• Provide publicly accessible terms of service URL.
• Must add these 6 bullet points Enclosed is a copy of the boilerplate terms of service covering minimum requirements from the carriers.

• {Program Name}
  1. {Insert program description here; a brief description of the types of messages users can expect upon opting in.}
  2. 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.
  3. 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}.
  4. Carriers are not liable for delayed or undelivered messages.
  5. 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.
  6. For privacy-related inquiries, please refer to our privacy policy: {link to privacy policy}.

2.5 Opt-in Message

It should not exceed 160 characters and must have the following:

• Program/company name

• Message frequency (must align with the frequency on the CTA and SMS Terms)

• Disclosure: Message and data rates may apply

• Customer care contact details: Reply HELP for help.

• Opt-out instructions: Reply STOP to opt-out.

Example: [Company name]: Thank you for signing up for updates! Msg freq varies. Msg&Data rates may apply. Reply HELP for help, STOP to cancel.

Example: You have successfully opted in for messages from ABC Company. Reply STOP to unsubscribe.

Related Articles

• A2P 10DLC Campaign Approval Best Practices

• Phone System Trust Center 

• List of campaign use case types for A2P 10DLC registration.

• A2P 10DLC Campaign Vetting FAQ

• [A2P Registration] Opt-In Form - Terms and Conditions Guidelines