[ A2P ] Step 6: Guidelines for Creating Your Opt-in Form

Important: For a complete overview of all steps and best practices involved in the A2P 10DLC registration process, please refer to the main article: "A2P 10DLC Campaign Approval Best Practices."

A template containing examples of the workflow automations, and a form with the SMS consent checkboxes can be loaded into your FGF account if you fill out this form here: https://www.fgfunnels.com/request-special-collection?snapshot_name=FG+Automation+-+A2P+Text+Opt-In


You can modify the form for your specific business. Here is a list of the items included in the template:


Form

  • New A2P Example Form

Custom Field (this field will already be on the form when it is loaded in)

  • SMS Consent Checkboxes

Tags

  • sms consent :: opted-in to marketing sms
  • sms consent :: opted-in to sms notifications & alerts
  • sms-optout

Workflows

Opt-in Form Requirements

As per carrier requirements (not set by FG Funnels, LC Phone, Twilio, but by the US Mobile Carriers themselves ), opt-in forms should follow the following guidelines.

  • You cannot require the person to enter their phone number on any of your form/surveys. The phone number field must be an optional field.
  • You will need to have two consent checkboxes on any form that collects a phone number.


  • Messaging consent must ALWAYS be optional. Checkboxes cannot be pre-selected or pre-checked.
  • Opt-in consent message and checkbox must be separated from your Privacy Policy | Terms of Service consent checkbox.
  • You will need to have two consent checkboxes on any form that collects a phone number. All of your forms must be compliant on all of your subdomains and domains, and privacy and terms need to be consistent everywhere. Here are some examples of the consent checkboxes:

Consent Checkbox 1 ( Non-Marketing [Automated Reminders and Service-Based Messages] ):

I consent to receive non-marketing text messages from [BUSINESS NAME] regarding

[INSERT_NON- MARKETING_EXAMPLES_FROM_YOUR_USE_CASE_DESCRIPTION]. Message frequency varies, message & data rates may apply. Reply HELP for assistance, reply STOP to opt out.


Consent Checkbox 2 ( Marketing and Promotional Messages ):

I consent to receive marketing text messages from [BUSINESS NAME] regarding [INSERT_PROMOTIONAL/MARKETING_EXAMPLES_FROM_YOUR_USE_CASE_DESCRIPTION]. Message frequency varies, message & data rates may apply. Reply HELP for assistance, reply STOP to opt out.

Important: All forms must be compliant on all your subdomains and domains, and privacy and terms need to be consistent everywhere.

  1. Go to Sites > Forms
  2. Open one of your existing forms, or create a new form.
  3. Drag-and-drop the checkbox custom field onto the form builder.
  4. Add two optional checkboxes to your checkbox field:

    • Automated Reminders Consent (checkbox type)

      • Checkbox 1: Automated Reminders and Service-Based Messages

        I consent to receive non-marketing text messages from [BUSINESS NAME] regarding

        [INSERT_NON- MARKETING_EXAMPLES_FROM_YOUR_USE_CASE_DESCRIPTION]. Message frequency varies, message & data rates may apply. Reply HELP for assistance, reply STOP to opt out.


    • Marketing Consent (checkbox type)

      • Checkbox 2: Marketing and Promotional Messages

        I consent to receive marketing text messages from [BUSINESS NAME] regarding [INSERT_PROMOTIONAL/MARKETING_EXAMPLES_FROM_YOUR_USE_CASE_DESCRIPTION]. Message frequency varies, message & data rates may apply. Reply HELP for assistance, reply STOP to opt out.


Important: We are not licensed attorneys and cannot provide legal advice. The information and materials provided on our platform, including examples and templates provided in this document are for reference purposes only and have been adapted from information provided by Highlevel. This document does not constitute legal advice.

All examples, templates, and suggested language should be thoroughly reviewed and modified to accurately reflect your specific business operations before implementation.

Registration requirements, fees, and compliance standards may change over time, and it is your responsibility to ensure ongoing compliance.

The creators of this guide are not lawyers and do not claim to provide legal advice. The ultimate responsibility for compliance, regarding SMS and A2P 10DLC registration, rests with your business. We strongly recommend consulting with a qualified legal professional to ensure your messaging practices adhere to all applicable laws and regulations.