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SMS Opt-In Guide: Paper Forms

Utilizing paper forms to gather contact information? Adhere to this guide to ensure that your paper forms meet the necessary standards.

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Written by Operations Manager

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Paper Form Compliance

If your paper form includes a section for collecting phone numbers, it can also provide customers with the opportunity to opt-in for future text messages.

To align with legal regulations, the opt-in process on your paper form must be carefully structured. It should include both a checkbox and a clear disclaimer.

This disclaimer must explicitly state that by completing the form, the individual is consenting to receive text messages from your organization. This ensures transparency and adherence to compliance standards.

#

Type

Description

1

Checkbox
​(required)

You'll need to add a Checkbox to your paper form so people can select this option as an option.

2

Language
​(required)

Add the compliant message to your paper form...

I consent to receive updates via SMS. Reply STOP to unsubscribe or HELP for help. Msg frequency may vary. Msg & data rates may apply.

3

Terms of Service
​(required)

Provide the full URL to your terms of service like:

For terms of service, visit www.mysite.com/privacy

4

Privacy Policy

(required)

Provide the full URL to your privacy policy like:

For privacy policy, visit www.mysite.com/privacy


Sharing Third Party Data?

If you're sharing third party data with other providers, you'll need to update your privacy policy to include the following...

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


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