Different types of Opt-ins | 10DLC – CallHub Customer Support

To comply with 10DLC (10-Digit Long Code) regulations, businesses must obtain proper consent (opt-in) from recipients before sending messages. Similarly, when registering for 10DLC, explaining your opt-in workflow is crucial. Here's how you can describe different types of opt-ins with examples:

Web-based Opt-in -

When completing your 10DLC registration for a web-based opt-in, it’s essential to provide detailed information about your Call-to-Action (CTA) to demonstrate compliance with carrier requirements. Here’s what you should include:

1. Opt-In Process Description:

Detailed Steps: Clearly outline how users provide consent to receive SMS messages.

For example:

“Users visit our website and fill out a registration form where they enter their phone number.”

“During registration, users check an unchecked box labeled, ’I agree to receive text messages from [Brand Name].’”

Form Link: Provide a direct URL to the web form used for collecting opt-ins.
Screenshots: If the form isn’t publicly accessible, supply screenshots showing the opt-in process.

2. Opt-In Disclosure Language:

Brand Identification: Clearly state your brand name.
Message Purpose: Describe the type of messages users will receive (e.g., promotions, updates).
Consent Statement: Include language such as: “By providing your phone number and checking this box, you consent to receive [type of messages] from [Brand Name] at the number provided.”
Message Frequency: Indicate how often messages will be sent (e.g., “Message frequency varies”).
Cost Disclosure: Inform users about potential charges: “Message and data rates may apply.”
Opt-Out Instructions: Provide clear instructions, such as: “Reply STOP to unsubscribe.”
Help Instructions: Include support information: “Reply HELP for assistance.”
Privacy Policy and Terms: Link to your Privacy Policy and Terms & Conditions.

Sample Opt-In Disclosure: “By providing your phone number and checking this box, you consent to receive marketing messages from [Brand Name] at the number provided. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe. Reply HELP for help. [Privacy Policy Link] [Terms & Conditions Link].”

By thoroughly detailing your web-based opt-in process and ensuring all disclosures are clear and accessible, you can facilitate a smoother 10DLC registration and demonstrate compliance with industry standards.

Explicit (Written) Opt-in -

The recipient actively gives written consent to receive messages.
Best for: Marketing campaigns, automated messaging.
Examples:

Fill out a web form that includes consent text.
Signing a paper form agreeing to receive messages.
Sending a keyword (e.g., “JOIN”) to opt-in.

Example Message:
"Thank you for signing up for updates! Reply STOP to unsubscribe."

Implicit (Existing Relationship) Opt-in -

Consent is assumed because of a pre-existing relationship between the business and the recipient.
Best for: Customer support, transactional updates.
Examples:

A customer providing their phone number while making a purchase.
A user signing up for an account and agreeing to terms that include SMS communication.

Example Message:
"Your order #1234 has been shipped. Reply STOP to opt out of future notifications."

Verbal Opt-in -

The recipient verbally agrees to receive messages. Businesses should keep proof of this consent.
Clearly outline how verbal consent is obtained during phone calls.

For example:

“During customer service calls, our representatives inform customers about our SMS program and ask if they would like to opt-in to receive text messages. The representative reads a consent script, and upon receiving verbal agreement, the customer’s consent is recorded in our system.”

Documentation: Describe how consent is documented and stored.

“Verbal consents are logged with timestamps and the representative’s ID in our secure database.”

2. Consent Disclosure Language:

Script Content: Provide the exact script used by representatives to obtain consent. Ensure it includes:
Brand Identification: Clearly state your organization’s name.
Purpose of Messages: Describe the type of messages customers will receive (e.g., promotions, updates).
Frequency: Indicate how often messages will be sent (e.g., “Message frequency varies”).
Cost Disclosure: Inform customers about potential charges: “Message and data rates may apply.”
Opt-Out Instructions: Provide clear instructions, such as: “Reply STOP to unsubscribe.”
Help Instructions: Include support information: “Reply HELP for assistance.”
Privacy Policy and Terms: Inform customers where they can find your Privacy Policy and Terms & Conditions.

Sample Verbal Consent Script: “Thank you for speaking with [Brand Name]. We offer updates and promotions via text messages. By providing your phone number, you consent to receive these messages. Message frequency varies, and message and data rates may apply. You can opt-out at any time by replying STOP. For assistance, reply HELP. Our Privacy Policy and Terms are available on our website. Would you like to opt in?”

3. Privacy Policy Requirements:

Data Usage: Explain how collected phone numbers will be used.
Third-Party Sharing: State that opt-in data will not be shared with third parties for marketing purposes.
Accessibility: Ensure the Privacy Policy is easily accessible, preferably linked directly from your website or provided during the call.

4. Documentation for Registration:

Opt-In Process Description: Provide a detailed account of the verbal opt-in process during phone calls.
Consent Script: Include the exact script used to obtain consent.
Recording Practices: Describe how and where verbal consents are recorded and stored.
By thoroughly detailing your phone call-based opt-in process and ensuring all disclosures are clear and accessible, you can facilitate a smoother 10DLC registration and demonstrate compliance with industry standards.

⚠️ Important Compliance Rules

Keep records of opt-ins (written, digital, or verbal logs).
Include clear opt-out instructions (e.g., "Reply STOP to unsubscribe").
Never send messages without consent, or carriers may block your campaign.

For more details, check out 10DLC Compliance Guidelines. 🚀

General Guidelines:

Provide a clear and comprehensive overview of how end-users opt-in to your campaign.
Identify who the sender is, who the recipient is, and why messages are being sent.
The description should be between 40 and 2048 characters and must not contain leading or trailing spaces.
If you have multiple opt-in methods, list them all.
Provide sample messages for each use case.
Any text, written, or web form opt-ins require terms and conditions and a privacy policy.