10DLC Form Quick Reference Guide for SMS Compliance

This guide provides a quick reference for completing the 10DLC Registration Form for sending SMS messages to US recipients. Follow these steps to ensure compliance and reduce delays. Note: 10DLC requirements apply to US SMS only, not Canada.

1. Brand Details

  • Legal Company Name and Brand Name/DBA: Must match your website or online presence.
  • Website: Must be live and functional, not a placeholder.
  • Social Media: Can be used if compliant with SMS disclosures and your Privacy Policy.
  • Contact Info: Phone number and email should match your website and/or social media when possible.
  • Large Companies: Should use an email address from their own domain.

 

2. Campaign Information

  • Campaign Type: Most clients use either “Marketing” or “Mixed.”
  • Campaign Content and Attributes: Leave all boxes checked. If the account will use more than 49 SMS users, check “Number Pooling.”

 

3. Campaign Description (40-Character Minimum)

Use a clear description of your SMS campaign. Examples:

  • This campaign will be used to request feedback via SMS messaging for experience with the delivery process.
  • Text messaging will be used for customer care and marketing promotions.
  • This campaign will inform people about new job openings and/or training opportunities.
  • The business will send SMS updates regarding ordering, shipping, and delivery.
  • Sending out appointment reminders and updates regarding hours and availability.
  • We will send 2FA codes for login and password reset, as well as account activation codes.

 

4. Sample Messages

Provide example SMS messages that will be sent. Examples:

  • [Brand Name] Customer Service. Thank you for reaching out. You may opt-out of further messaging by replying to STOP.
  • Hi this is [First Name] from [Brand Name]. We need more information about your requirements. Please contact us at xxx-yyy-zzzz. You may opt-out by replying to STOP.
  • This is [Brand Name]. Your appointment for MM/DD/YYYY at HH:MM is confirmed. Reply STOP to opt-out.

 

5. Call to Action (on Website)

Show how users opt-in for SMS. Examples:

  • Under the “Contact Us” option, include a checkbox with an SMS disclosure allowing users to receive updates via SMS.
  • For appointment scheduling forms, ask users if they want SMS reminders, with a checkbox to opt in.

Important: Upload screenshots from your website showing the opt-in process and SMS disclosure.

 

6. SMS Disclosure Examples (Required on Website)

Include a disclosure near any SMS opt-in form. Examples:

  • By clicking "Submit," you agree to [Brand Name]’s Terms of Use and Privacy Policy. You consent to receive calls and SMS messages for order updates and/or marketing. Message frequency depends on your activity. Reply STOP to opt-out. Message and data rates may apply.
  • By providing a phone number and submitting the form, you consent to receive SMS texts (frequency may vary). Message & data rates may apply. Reply STOP to opt-out.
  • Checkbox Example:
    ☑ By checking this box, I consent to receive SMS messages. Message & data rates may apply. Reply STOP to opt-out.

 

7. Privacy Policy Statement (Required on Website)

  • Example: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Opt-in data and consent will not be shared with any third parties.

 

8. Opt-In, Opt-Out, and Help Messages

  • Opt-In Examples:
    ● Reply YES to confirm your appointment
    ● Thanks for your interest! Reply YES to get updates
  • Opt-Out Examples:
    ● Reply STOP to stop messaging
    ● STOP2End
    ● Reply STOP any time to unsubscribe
  • Help Message Example:
    If you need assistance, contact us at XXX-XXX-XXXX or by email at [email address].

Reminders:
● Audits can happen at any time.
● All information must match your live website and privacy policy.
● If you have questions or need clarification, reach out to Support for help.

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