What to include
- The opt-in method: a web form, verbal consent, a paper form, or a text message to your number. One method is enough. If you use more than one, describe each.
- Where it happens: the exact URL and the place on the page, the keyword and the phone number, or the situation in which your staff ask for consent.
- The consent text: the exact words that people see or hear when they opt in.
- A screenshot link: if reviewers can’t open the opt-in themselves, link to a public screenshot or photo of it. Use this for a pop-up, a page behind a sign-in, a mobile app, or a paper form.
- A privacy policy link: the URL of your privacy policy.
- How to opt out: for example, “Reply STOP at any time to opt out.”
Templates
Choose the template for your opt-in method and replace each part in brackets.- Web form
- Verbal consent
- Paper form
- Text a keyword
Double opt-in
When people opt in by phone or in person, marketing, political, and charity messages need a second confirmation by text:- After the person agrees, send a confirmation that asks them to reply YES to also receive the marketing, political, or charity messages.
- Send those messages only to people who reply YES. Everyone else receives only the other message types that they agreed to.
Rules for every method
- Name marketing: if the campaign sends marketing, the consent must say so, for example: “You are opting in to receive marketing texts from [Brand name].”
- Donations: political campaigns must say whether donations will be solicited, for example: “Donations will not be solicited.”
- Lending: campaigns about any type of lending can only use a web form or a paper form. Verbal and text opt-in are not accepted for lending.
- Timing: collect consent before you send the first message.