• Web form: Website visitors submit a form agreeing to receive your texts. Specify the link to the form in the CTA. The web form should include opt-in language, links to your company’s Terms & Conditions and Privacy Policy pages, expected message frequency, pricing, HELP and OPT OUT information. Here’s an example of a compliant form with all the required details. A check box is recommended to collect consent for Web opt-in due to regulations prohibiting forced opt-in by carriers. 

• Keyword: Customers text a keyword or phrase to join your message list. Mention the opt-in keyword, number, how the number is advertised and add a link to an image of the advertisement. Ad should contain opt-in language, links to the Terms & Conditions and Privacy Policy pages, expected message frequency, pricing, HELP and OPT OUT information.

• Paper form: Consumers provide phone numbers and express consent on a paper form. Put a copy of the paper form on a web page and include a link to that page in the CTA. The form should contain opt-in language, links to the Terms & Conditions and Privacy Policy pages, expected message frequency, pricing, HELP and OPT OUT information.

• Verbal: Customers provide a verbal consent to receive texts. The phone number, time stamp and voice record of consent needs to be stored on a recorded line. A good practice is the implementation of double opt-in, as an additional layer of consent that will be easier saved and stored.

• Mixed: A combination of two or more opt-in methods – web forms, keywords, verbal, paper forms

Sample message

You must provide sample messages that are indicative of the actual messages you’re sending. They should adhere to A2P best practices and must contain your brand name and opt-out instructions.

• For a mixed campaign, provide examples of each campaign type: 2FA, customer care, marketing, etc.
• If your messages contain URLs or codes, use parameters within brackets to indicate them — for example, “Your <brand name=”“> verification code is {Code} for {URL}.”

Opt-out message

The opt-out message contains the response to the STOP keyword. The response must include:

• Brand name
• Acknowledgement of the opt-out request
• Confirmation that no further messages will be sent

Help message

The help message contains the response to the HELP keyword. It must include:

• Brand name
• Support contact information (can be phone number, email address, and/or URL that leads directly to a support contact page)
• Opt-out information

Campaign and content attributes

Finally, you need to declare whether your campaign involves any of a list of eight attributes. Please note TCR does not allow these attributes to be changed once a campaign is registered. If an attribute is incorrect, you will have to register a new campaign.

• Subscriber opt-in — indicates whether you collect and process customer opt-ins, should be set as “True”
• Subscriber opt-out — indicates whether you collect and process customer opt-outs, should be set as “True”
• Subscriber help — indicates whether you have implemented message replies that tell customers how they can contact the message sender when they reply with the HELP keyword, should be set as “True”
• Direct lending or loan arrangement — indicates whether this campaign includes content related to direct lending or other loan arrangements
• Embedded link — indicates whether campaign messages will use an embedded link
• Embedded phone number — indicates whether campaign messages will use an embedded phone number (other than the required HELP information contact phone number)
• Age-gated content — indicates whether the campaign includes age-gated content as defined by carrier and CTIA guidelines

You must provide this information for every campaign you register. Be honest. If a campaign is related to loans, for instance, specify Yes for the Direct Lending or Loan Arrangement option. Businesses found to be providing incorrect attribute information may have their campaigns suspended.

Campaigns are vetted by carriers, which causes delays. Processing time for campaign registrations is generally six to eight weeks.

If your brand or campaign registration is rejected because you didn’t follow these guidelines, you must make changes and ask Plivo to resubmit your application. The process can take several additional weeks.

If you have questions about 10DLC registration, contact your customer success manager or the Plivo support team.