Business Verification 

Ensure you are not sending prohibited content:

• Third-party or affiliate lead and/or commission generation (see definition below)

• Advertisements for loans

• Credit repair offers

• Debt relief

• Debt consolidation

• Debt collection

• Work from home, secret shopper, MLM, or other similar advertising campaigns

• SHAFT-C

If your business engages in any activity prohibited by carriers, your registration will be declined with no path forward for approval

Verify the required Texting Registration information:

1. Tax ID (EIN): Your 9-digit tax ID

2. Your Doing Business As (DBA) name, if it is different from your legal business name

3. Physical address that matches your IRS SS4 form

4. Legal business name that matches your IRS SS4 form

Note: If you are a Canadian customer, we will need the first 9-digits of your Business Number (BN) and a document from the CRA showing your BN.

Website Key Requirements

A working website address is required to submit a Texting Registration or it will be declined.

Check your Texting (SMS) Terms and Conditions

• Include the Terms and Conditions within your Privacy Policy or as a standalone page.

• Specify the type(s) of messages sent.

• Include a statement similar to the below example:

• "If you consent to receive SMS from [Company Name], you agree to receive <types of messages - i.e. conversational, informational, promotional, etc.> SMS from us. Reply STOP to unsubscribe; Reply HELP for help; Msg&Data rates may apply; Messaging frequency may vary. Visit [Privacy Policy Link] to see our Privacy Policy and Terms and Conditions." 

Check your Privacy Policy

• Include a link to your Privacy Policy on the website.

• Make sure the Privacy Policy clearly states:

• What personal information is collected.

• How the collected information is used.

• Whether (and how) the consumer's opt-in information is shared.

• Make sure your Privacy Policy is easily accessible. As best practice, we recommend adding a link to the Privacy Policy in the footer of every page on your website.

• Include a statement similar to below example:

• "No mobile opt-in message consent will be shared with third parties or affiliates for marketing purposes."

Check your website contact form

If you're obtaining texting consent using a website form (i.e., "Contact Us"):

• Include a checkbox for texting consent next to any phone number field.

• Ensure the texting checkbox is optional and unchecked by default.

• The consent language should include a statement similar to the below example:

• "By submitting this form and signing up for texts, you consent to receive (update type) text messages 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)."

Obtaining Consent

Depending on the type of messages your business sends will determine the consent method required by the underlying carriers. Some examples are provided below.

Conversational 

Informational

Promotional

What it is

Person-to-person, not automated 2-way texting. Usually a reply is expected. 

Person generated or automated messages, one-way notifications to customers who may or may not request a reply.

Person generated or automated messaging. Marketing focused. The message may or may not request a reply. 

Consent requirement

Implied consent such as the customer asks a question or expressed verbal or written consent.

Express verbal or written consent. Consent should be logged, and your texts should contain information on how to opt-out.

Express written consent.  Consent should be logged, and your texts should contain information on how to opt-opt.

Examples of consent

The customer finds the phone number on the website and messages to ask a question.

The customer is asked in person, over the phone, via email, or paper/digital form to receive text messages.

The customer is asked in person, over the phone, via email, or paper/digital form to receive text messages.

The customer is asked in an email, or a web or paper form to opt-in to receive text messages.