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SMS Text Message Opt-in Guidelines & Requirements for Verification
SMS Text Message Opt-in Guidelines & Requirements for Verification

SMS opt-in examples and guidelines to receive a dedicated number for outgoing review requests.

Updated over 2 months ago

๐Ÿ’ฌ Collecting opt-ins or consent from your SMS recipients is essential for responsible communication. Itโ€™s also required by the FCC and network carriers to send SMS messages to your customers.

What is an SMS opt-in?

Network carriers require your customers to give consent before receiving SMS messages from your business. This means you need to clearly inform them that by providing their phone number, they agree to receive SMS messages from your business, no matter how you collect their numbers. Below are examples of how to obtain SMS opt-ins.

All businesses in the United States ๐Ÿ‡บ๐Ÿ‡ธ and Canada ๐Ÿ‡จ๐Ÿ‡ฆ are required to register with network carriers to send outbound SMS messages to their customers.

Once you submit your business information through our verification portal, TrueReview will handle the registration process on your behalf.

Why is verification required?

Business verification helps maintain a secure messaging ecosystem by minimizing bad actors and ensuring transparency between businesses and carriers.

Please note that SMS messaging is supported only in the United States ๐Ÿ‡บ๐Ÿ‡ธ and Canada ๐Ÿ‡จ๐Ÿ‡ฆ.


1. I don't want to send SMS review requests, can I still use TrueReview?

Yes, if you don't want to send review requests through SMS text message, then you can ignore the verification and continue to send requests through emails.

2. I don't have an SMS consent process, what do I do?

Don't panic, we're here to help!

The TrueReview team is dedicated to helping you implement SMS messaging processes in accordance with FCC regulations. Contact us to figure out the best path forward for your business. We've included examples of acceptable SMS opt-in processes below.
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3. My business already has a number, can I use that?

No, the number we assign for your outgoing review requests is different than your number used for voice calls.

4. Is there a fee to register the toll-free number?

This service is completely free of charge and included as part of your subscription cost with TrueReview.

5. Can I use a local number instead of toll-free?

By default, a toll-free number is used free of charge. To use a local number, please contact support. Local numbers come with an annual fee of $90. This includes the fees associated with local numbers imposed by network carriers, as well as processing fees from TrueReview. Please note that local number verification can take up to 6 weeks.


๐Ÿ’ผ How to submit for business verification

Only takes a few minutes!

Users with the Small Business and Premium plans, head over to your Contacts page, and click the Start Verification button.

Enter your business information, ensuring to provide the complete business address. If there is no physical location, use the address registered for your business.

Ensure that your SMS opt-in form complies with network carrier requirements. Clearly explain how your customers provide consent, as demonstrated in the attached example.

What should I expect after submitting?

After you submit the business verification information, our team will review it to ensure it meets network carrier guidelines. If everything is in order, weโ€™ll submit it for carrier verification.

You will receive email updates on the status throughout the process.


Please be aware that, due to the high volume of verification requests, it may take up to 7 days for network carriers to fully verify your dedicated number.

To ensure you make the most of your 14-day free trial, weโ€™ll assign a temporary number for SMS requests while your dedicated number is being verified.

If your verification is rejected, TrueReview will email you with steps to resolve the issues.

Verification status showing as Rejected from account settings.

Rejections due to forbidden message categories for SMS/MMS in the US/Canada

Certain types of message use cases and business types are not allowed over SMS/MMS channels. Use cases and business types that fall into the forbidden message categories cannot utilize SMS/MMS messaging in the US/Canada, and cannot be resubmitted for verification once rejected by network carriers. Learn more about Forbidden message categories for SMS/MMS in the US/Canada.


Examples of SMS opt-in

Here are a few examples of how your customers can give consent to receive SMS messages from your business. Please ensure these are implemented for compliance.

1. Check box confirming opt-in on your online contact form.

  • If the phone number is required, provide a check box for the customer to select to opt-in to SMS messages.

  • You can modify the message to fit your business, however it is important to clearly state that they will receive SMS messages by opting in.

Example of SMS opt-in using a check box on your contact form.

"I want to receive news, feature updates, and marketing SMS and email messages."

(News and feature updates is optional. You can modify the opt-in to fit your needs, however it is important to be very clear what the customer is opting in for.)

๐Ÿ›‘ This is an example only. Do not submit this as the SMS opt-in when submitting your information from your dashboard. If you choose to go with this option, you must implement these changes on your website.

2. SMS Text Message online opt-in form

  1. Add a form on your website that collects customer information explicitly for SMS communication with your business

  2. Add a check box that the customer checks off confirming they agree to opt-in to receive SMS text messages from your business before submitting the form.

3. Addendum in your customer contract or work order

  1. If your customers sign a contract, add an addendum near the customer's phone number and signature

  2. Provide information about carrier fees, ways to opt-out, and ways to get help.

  3. Add a checkbox where customers indicate a Yes/No to opt-in to SMS messages from your business.

4. Physical/signed form for SMS opt-in

  1. If your customers sign documents to engage with your business or services, add a form that your customers sign consenting to receive SMS text messages from your business.

Example of an SMS and email customer communication template.

๐Ÿ›‘ This is an example only. If you choose to use this template, please download the template, update it with your information and submit it through your dashboard. You must have customers sign this if you plan on sending them SMS review request.

IMPORTANT: If you change the SMS consent verbiage above, we cannot guarantee approval from network carriers.

Important: SMS consent must be for your business only, and it cannot include third-party services.

Not sure what's the best option for your business?

Contact TrueReview support from your dashboard and we'll be happy to provide guidance to ensure your opt-in form is in compliance with the FCC regulations and policies.


How will customers Opt-out of SMS messages from my business?

Customers can opt-out by replying the following keywords. TrueReview automatically adds opt-out messaging at the bottom of all SMS review requests.

"Stop"

"Stopall"

"Unsubscribe"

"End"

"Cancel"

"Quit"

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