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10DLC Campaign Review Checklist

  • Updated

    • When creating new campaigns, please review the following Checklist:

       

      Campaign Description:

      • The campaign description needs to clarify the identity of the entity using the campaign and its intended purpose.
          • Ex: Appointment reminder and confirmation notifications for a dentist’s office to remind their patients of newly scheduled and upcoming appointment dates and times.

       

      Message Flow:

      • The message flow should clearly detail the process through which end users opt-in to receive messaging traffic before any messages are sent.
        •  If there's an opt-in form on the website, kindly provide the link to the specific page where the opt-in information is collected.
        • Additionally, it is recommended to include a picture(such as a publicly accessible Google Drive link to an uploaded image) illustrating where the opt-in occurs.
        • Please ensure to include a link to the privacy policy.
          • Ex: Patients click “Book an appointment” on www.example.com, and then there is an SMS opt-in form that communicates the purpose, frequency, and terms of joining this campaign. It is not required to accept SMS notifications to submit the form. Screenshot of opt-in: https://imgur.com/a/4XCk7ga. Privacy Policy which indicates no sharing or selling of PII with third parties for promotional or marketing purposes: www.example2.com/privacy.

      Sample Messages:

      • If the link attribute for the campaign is checked off, please include relevant links.
      • Provide a variety of up to 5 samples that showcase the different content you plan to send through this campaign.
      • Ensure that all content maintains consistency with your brand, campaign description, and website.
      • It's advisable to adhere to the 160-character limit per message to align with industry best practices.

        • Ex: Upcoming Appointment: March 5, 2024, 2 pm w/ Dr. AB at 123 Craig Avenue in Scranton, PA. To reschedule, please call 18005551234.

           

      Website:

      • Ensure that opt-in forms featured on the website incorporate the following elements:

        • A designated field for entering the phone number

        • A checkbox

        • A call-to-action (CTA) linked to the checkbox, including the following verbiage:

          • Consent Statement: “By selecting this option, you consent to receive messages from XXXX”

          • Clarification of terms: “Terms and Rates may apply.”

          • Direct links to the Privacy Policy and Terms & Conditions.

            • The Privacy Policy and Terms & Conditions must explicitly outline the utilization of end-user data and notably emphasize that it is not shared with any third parties or affiliates for marketing purposes.

          • Opt-out instructions: “Text STOP to opt-out”

      Screenshot 2024-03-21 at 11.16.17 AM.png

       

      Privacy Policy:

      • Ensure the website's privacy policy contains language that adheres to regulations, preventing the disclosure of Personally Identifiable Information (such as phone numbers and names obtained through opt-in consent) to third parties for promotional or marketing endeavors.

         

        • Ex: We do not engage in the sale, trade, or transfer of your personally identifiable information to external parties.

           

 

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