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Guidelines for a Compliant Promotional SMS Campaign: From Opt-in to Double Opt-in
Guidelines for a Compliant Promotional SMS Campaign: From Opt-in to Double Opt-in

Here's a comprehensive guide to launching a compliant promotional SMS campaign

Michael Bergmeyer avatar
Written by Michael Bergmeyer
Updated over a year ago

In today's digital age, SMS messaging remains a powerful tool for businesses to reach their audience. However, with great power comes great responsibility. To ensure that SMS campaigns are both effective and respectful of recipients, it's essential to follow guidelines set forth by the Cellular Telecommunications Industry Association (CTIA). Here's a comprehensive guide to launching a compliant promotional SMS campaign:

  1. Understanding Opt-ins:

    • Original Opt-in: This is the initial step where a user provides their explicit consent to receive promotional messages from a business. This can be done through various methods, such as:

      • A web form where users input their phone number and check a box agreeing to receive SMS messages.

      • An in-store sign-up where customers provide their number at the point of sale.

      • Via a keyword, where users send a specific word or phrase to a shortcode to subscribe.

    • Double Opt-in: This is an additional layer of confirmation. After the original opt-in, the business sends a confirmation message asking the user to verify their intent to receive promotional messages. The user typically responds with a keyword like "YES" or "CONFIRM" to give their final consent.

  2. Responsibility of Maintaining Opt-in/Opt-out Lists:

    • One of the cornerstones of a compliant SMS campaign is the proper management of opt-in and opt-out lists. It's not just about obtaining consent; it's about respecting and acting upon that consent throughout the entirety of a subscriber's journey.

      • Message Sender's Duty: It is the sole responsibility of the message sender, whether it's a business or an organization, to maintain accurate and up-to-date lists of contacts who have opted in or out of receiving messages.

      • Regular Audits: Periodically, message senders should audit their lists to ensure that no errors have crept in.

      • Immediate Action on Opt-outs: As soon as a recipient chooses to opt-out, their preference must be honored immediately.

      • Data Security: These lists contain personal data. Message senders must ensure that this data is stored securely and is not misused.

  3. Acceptable Message Content:

    • Clarity is Key: Ensure that the content of your messages is clear, concise, and directly related to the promotion or offer.

    • Avoid Deceptive Practices: Do not use misleading language or make false promises. The content should be transparent about the offer's terms and conditions.

    • Include Essential Details: If there's a deadline for the promotion or specific steps the recipient needs to take, make sure it's clearly stated.

  4. Identify the Sender:

    • It's crucial that recipients know who is sending the message. Always include your business name or a recognizable identifier in the message.

  5. Opt-out Instructions:

    • Every promotional message should provide recipients with a clear way to opt-out of future communications. This is typically done by including instructions to reply with keywords like "STOP" or "UNSUBSCRIBE."

  6. Frequency of Messages:

    • Be transparent about how often you'll be sending messages. Whether it's once a week, bi-weekly, or monthly, set and communicate clear expectations.

  7. Data Privacy:

    • Respect the privacy of your subscribers. Ensure that their data is stored securely and not shared or sold without explicit consent. Adherence to data protection regulations is not just ethical but also a legal requirement in many jurisdictions.

  8. Stay Updated with CTIA Guidelines:

    • The CTIA regularly reviews and updates its guidelines. Ensure that you're familiar with the latest recommendations and best practices to maintain compliance.

In conclusion, a successful promotional SMS campaign is built on trust and transparency. By adhering to CTIA guidelines and prioritizing the preferences and privacy of your recipients, businesses can harness the power of SMS messaging effectively and ethically.

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