Opt-in requirements checklist
Before submitting any registration (10DLC, Toll-Free, or Short Code), verify your opt-in workflow meets all applicable requirements. Incomplete opt-in documentation is the most common cause of registration denial.
Quick readiness check
Use this high-level checklist to confirm you are ready to submit before starting your registration. Detailed requirements for each item follow in the sections below.
| ☐ | Requirement | Details |
|---|---|---|
| ☐ | Opt-in consent | Collected with a clear, affirmative action (not pre-checked or bundled as a condition of service) |
| ☐ | Disclosures at point of consent | Message frequency, "Message and data rates may apply", links to Terms and Privacy Policy, STOP/HELP instructions |
| ☐ | Opt-in confirmation message | Includes brand name, frequency, data rates disclosure, and STOP/HELP instructions |
| ☐ | STOP and HELP keywords | Configured and returning compliant responses with brand name |
| ☐ | Privacy policy | Live, publicly accessible, and explicitly states mobile opt-in data is not shared with third parties |
| ☐ | Website | Live, publicly accessible, and matches your registered brand name |
| ☐ | Sample messages | At least 2 messages ready, including brand name and opt-out instructions |
| ☐ | Brand registration [10DLC] | Approved before submitting campaign registration |
| ☐ | Age gate [age-restricted content] | Full date-of-birth entry (day/month/year) – not a simple yes/no confirmation |
If all applicable items above are complete, you are ready to submit.
Express written consent
All messaging programs require express written consent from the end user before sending messages.
Consent is collected through a clear, affirmative action (checkbox, signature, or keyword reply)
Consent is freely given and not bundled as a required condition of completing a purchase or transaction
Consent language clearly identifies your brand or DBA name as the message sender
Consent language describes the type of messages the user will receive
Consent is specific to SMS/MMS messaging (not buried in general terms)
Disclosure language
Your opt-in flow must include the following disclosures at the point of consent:
Message frequency (for example, "Up to 4 msgs/month" or "Message frequency varies")
"Message and data rates may apply"
Link to your Privacy Policy
Link to your Terms of Service
Instructions on how to opt out (for example, "Reply STOP to cancel")
Instructions on how to get help (for example, "Reply HELP for help")
Opt-in confirmation message
After a user opts in, your first message must include:
Your brand name or DBA name (must match registration)
Message frequency disclosure
"Message and data rates may apply"
STOP instructions (for example, "Reply STOP to unsubscribe")
HELP instructions (for example, "Reply HELP for support")
Opt-out handling
STOP keyword immediately halts all messaging to that number
STOP confirmation message is sent (one final message acknowledging opt-out)
No further messages are sent after opt-out unless the user re-opts in
HELP keyword returns support contact information
Privacy and data handling
Privacy policy is publicly accessible at the URL provided in registration
Privacy policy discloses that phone numbers are collected for messaging
Opt-in data (phone numbers, consent records) is not shared with unauthorized third parties or affiliates
Terms of service are publicly accessible at the URL provided in registration
Website and brand presence
Website URL provided in registration is live and accessible
Website content matches the registered brand name or DBA
Website content is consistent with the declared use case
[10DLC] Opt-in workflow is visible on the website or documented with hosted screenshots
Documentation to prepare
Gather these before starting your registration submission:
Opt-in workflow description (all methods: web form, paper form, verbal, keyword, QR code)
Screenshots or URLs showing the opt-in point of collection
Sample messages (at least 2) that represent your actual messaging content
Privacy policy URL
Terms of service URL
Opt-in confirmation message text
For non-public opt-in flows: hosted screenshots demonstrating the full consent flow
10DLC-specific requirements
These items apply only to 10DLC campaign registrations:
Brand registration is approved before submitting campaign registration
Campaign use case accurately describes your messaging program
Message samples match the declared use case
If using age-restricted content (alcohol, firearms, tobacco/vape): age gate collects full date of birth (day/month/year) – a simple yes/no confirmation is not sufficient
If operating in a regulated vertical (lending, insurance, healthcare): include industry-specific compliance disclosures in your opt-in flow
Common mistakes that cause denial
Avoid these frequent issues:
Brand name mismatch – The company name in your opt-in message or workflow must match your registered brand or DBA name
Missing frequency disclosure – "We'll text you" is not sufficient; specify how often
Bundled consent – Consent cannot be a mandatory checkbox required to complete a purchase
Inaccessible website – Ensure your URL resolves and is not behind authentication
Third-party consent sharing – Your privacy policy must not indicate that opt-in data is shared with affiliates for their own messaging programs