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SMS Opt-In: What We Need From You

Why We Need This

Before your toll-free number can send SMS messages, the wireless carriers require proof that your customers actually agreed to receive text messages from your business. This is a carrier compliance requirement, not extra paperwork on our end, and it protects your number from being blocked or flagged down the road. We just need to see how and where that consent happens.

What We Need

Acceptable and required information

Business Legal Name — the exact legal entity name as registered with the IRS/state, not a trade name or DBA

Business Main Website URL — must be live and publicly accessible (no login wall)

Business Address: Line 1 / Line 2 / City / State / ZIP — physical business address, not a PO box if avoidable

Business Contact: First Name / Last Name — must be an actual person at the business, never a department or team name (e.g. "Support Team")

Business Contact: Email — ideally on the business's own domain, not a personal address

Business Contact: Phone Number

Privacy Policy URL — optional but strengthens the submission

Terms of Use URL — optional but strengthens the submission

EIN — must match real IRS records exactly; verify against the business's public nonprofit/registration listing if anything looks off, a single digit typo is a common rejection cause

Opt-in Consent from Recipients — Pick whichever matches how your customers actually sign up:

If customers opt in through a website or app:

A screenshot of the actual sign-up moment, showing:

  • The consent checkbox or action itself, unchecked by default until the customer selects it

  • The consent text next to it, naming your business, and including: message frequency, "message and data rates may apply," how to opt out (reply STOP), and a link to your Terms/Privacy Policy

  • Your business name or logo visible somewhere in the same screenshot

If customers give consent verbally (over the phone, at pickup/dropoff, etc.):

  • The exact wording your staff use when asking for permission to text

  • Confirmation that customers are told it's optional, and how they can opt out

  • A short note on how and where that consent gets recorded (a CRM field, order notes, etc.)

What Doesn't Work

Do not use these items

These get rejected every time, so it saves everyone time to avoid them:

  • Just your logo or business branding with no consent language

  • A marketing screenshot or webpage that doesn't show an actual opt-in action

  • A business license, W-9, or other registration document

  • A generic "Contact Us" form with no SMS-specific consent

  • A checkbox that's already checked by default

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