The most challenging field on the campaign registration is the message flow field which is where everything about how subscribers opt in to your campaign is documented. You can gather sms opt in in one of four ways: Digital, Verbal, Paper, or by Inbound message. Pick one of those four opt in methods that you want to document in the campaign and follow the corresponding template below but fill in the variables that match the details for your brand and campaign:
Digital Consent (e.g., Web Form or Contact Us Page)
Message Flow:
The user navigates to [Brand Name]'s [website] and subscribes via a specific opt-in page at [url] or [path subscriber takes if gated] and [link to screenshot].
The opt-in form clearly states:
"By providing your phone number and clicking 'Submit,' you agree to receive SMS [update type] from [Brand Name]. Message frequency may vary. Standard Message and Data Rates may apply. Reply STOP to opt out. Reply HELP for help. Consent is not a condition of purchase. Your mobile information will not be sold or shared with third parties for promotional or marketing purposes."
The system sends an automatic confirmation SMS to the subscriber’s provided phone number:
"Thank you for opting in to [Brand Name] updates! Msg freq may vary. Std msg & data rates apply. Reply STOP to opt out, HELP for help."
2. Verbal Consent (Over the Phone or In-Person)
Message Flow:
When a customer [calls or walks] in to [phone number or office address] which is published at [url or how user learns number/address] The representative explains the consent process verbally:
Agent asks would you like to receive [use case(s)] via sms? If customer says “yes” then agent says "By providing your phone number, you agree to receive SMS [Use Case(s)] from [Brand Name]. Message frequency may vary. Standard Message and Data Rates may apply. Reply STOP to opt out. Reply HELP for help. We will not share mobile information with third parties for promotional or marketing purposes.
Once the customer verbally agrees, the phone number is recorded, and a confirmation SMS is sent:
"You have agreed to receive SMS updates from [Brand Name]. Msg freq may vary. Std msg & data rates apply. Reply STOP to opt out, HELP for help."
3. Physical Consent (e.g., Paper Form)
Message Flow:
The user fills out a paper form during [appointment/onboarding/renewal/etc.] at [address] which they learn at [website/social/whatever] in which they provide their phone number and sign their consent.
The form includes a disclaimer:
"By signing this form and providing your phone number, you agree to receive SMS [Use Case(s)] from [Brand Name]. Message frequency may vary. Standard Message and Data Rates may apply. Reply STOP to opt out. Reply HELP for help. Consent is not a condition of purchase. Your mobile information will not be sold or shared with third parties for promotional or marketing purposes. "
Once the information is entered into the system, the user receives a confirmation SMS:
"Thank you for signing up for SMS updates from [Brand Name]. Msg freq may vary. Std msg & data rates apply. Reply STOP to opt out, HELP for help."
Link to dropbox link or similar of the paper form
4. Opt-In by Keyword Message Flow:
The [brand] provides a keyword (e.g., "START") and a number (e.g., 123456) via [a channel such as a website, flyer, or QR code.]
The keyword opt-in process includes a disclaimer:
"Text [START or similar] to [123456] to opt in to receive SMS [use case(s)] from [Brand Name]. Message frequency may vary. Standard Message and Data Rates may apply. Reply STOP to opt out. Reply HELP for help. Consent is not a condition of purchase. [Brand Privacy Policy URL or privacy policy verbiage around mobile data sharing"
When the user texts "START," the system responds with:
"Thank you for opting in to [Brand Name] SMS updates! Msg freq may vary. Std msg & data rates apply. Reply STOP to opt out, HELP for help."
Link to where phone number or qr code is advertised or link to screenshot of where phone number or qr code is advertised
Opt-In by Inbound Message
Message Flow:
The [brand] provides a number (e.g., 123456789) via [a channel such as a website, flyer, or QR code, business card, email signature, etc.]
The opt-in process includes a disclaimer:
"Text [whatever] to [123456789] to opt in to receive SMS [use case(s)] from [Brand Name]. Message frequency may vary. Standard Message and Data Rates may apply. Reply STOP to opt out. Reply HELP for help. Consent is not a condition of purchase. [Brand Privacy Policy URL or privacy policy verbiage around mobile data sharing"
When the user texts to the number the system responds with:
"Thank you for your message to [Brand Name]! We will be with you shortly. Msg freq may vary. Std msg & data rates apply. Reply STOP to opt out, HELP for help. We will not share or sell your mobile information for marketing/promotional purposes."
Link to where phone number or qr code is advertised or link to screenshot of where phone number or qr code is advertised
If you have a marketing use case then marketing must be mentioned on the opt in such as "You are opting in to receive marketing sms from [Brand Name]."
If you have a political or charity use case and there is any fundraising or perceived as there will be fundraising then you must mention "Donations may be solicited." on the opt in.