If your business is planning to use SMS messaging via a dedicated number, there’s one crucial step you can’t afford to overlook: compliant SMS opt-in consent.
U.S. wireless carriers require that businesses follow strict guidelines to ensure recipients have explicitly agreed to receive text messages. Whether you’re sending promotional offers or appointment reminders, compliance isn’t just best practice – it’s mandatory.
In this post, we’ll break down exactly what you need to do to meet SMS opt-in requirements, avoid common pitfalls and get your dedicated number approved without unnecessary delays.
Why SMS Opt-In Compliance Matters
Before you can send a single message, you must demonstrate that your recipients know what they’re signing up for – and that they’ve permitted you to text them.
This includes more than just a checkbox. You must clearly communicate:
- What kind of messages the person will receive (e.g., alerts, promotions, updates)
- A disclaimer that message and data rates may apply
- An estimate of how often messages will be sent (e.g., “Message frequency may vary”)
- Simple opt-out instructions (e.g., “Reply STOP to unsubscribe”)
And yes – even if you’re just texting yourself, your employees, or only responding to inbound messages – you still need proof of opt-in.
What Does a Compliant Opt-In Look Like?
You’ll need to provide visual proof of your SMS opt-in method when applying for a dedicated SMS number. Here’s what your submission must include:
- All four required disclosures
- The actual interface, form, or process used to collect consent
- Your business name, so users know who’s texting them
Let’s break it down by opt-in method:
| Opt-In Method | What You Need to Submit |
| Website | Screenshot of the sign-up form, with disclosures and business name visible. Include the URL. Any checkboxes must be unchecked by default. |
| Text-to-Join | Screenshot of the ad or signage showing the number and disclosures. |
| Verbal Opt-In | Submit the exact script used when collecting consent. |
Not Accepted: Screenshots of CRM entries, auto-response messages, code snippets, or login-gated websites. SMS Opt-in proof must be public-facing and fully visible.
Common Mistakes That Lead to Rejection
Many applications get rejected due to small but critical errors. Avoid these common missteps:
- Hiding opt-in language in your terms of service or privacy policy
- Submitting CRM data or internal dashboards
- Showing just part of the opt-in form, not the full interface
- Using screenshots of confirmation texts instead of the actual opt-in
- Assuming you don’t need opt-in for internal or test messages
- Providing websites that require a login to view the opt-in flow
Example: Verbal SMS Opt-In Script for Employee Messaging
If you’re collecting opt-ins verbally – as a manager, during a team meeting, for example – you’ll need to submit the exact wording used. Here’s an approved example:
“Hi everyone! I want to offer you the option to receive important updates via SMS from [Company Name]. This will include information about meetings, project deadlines and other key announcements. Here are some important details. Message Frequency: You’ll receive 2-4 messages per month. Message and Data Rates: Standard message and data rates may apply. Opting Out: You can opt out at any time by replying ‘STOP’. Privacy: Your number will be kept confidential and only used for company notifications. If you’d like to opt-in and receive these updates, please say ‘yes’ now. [Pause for responses.] Thank you! I’ll ensure you receive important updates through SMS.”
Note: Promotional content cannot be opt-in via verbal consent. It must be express written consent.
Final Checklist Before You Submit
Before submitting your application for a dedicated SMS number, make sure:
- You have clear, compliant proof for every opt-in method
- You’ve separated opt-ins for promotional vs. informational messages
- You’re not relying on assumptions (even test messages need opt-in!)
Need Help?
If you’re unsure whether your SMS opt-in flow meets carrier requirements, we strongly recommend reviewing your process before submitting your application.
Still have questions? Our support team is here to help you navigate compliance and set your SMS program up for success.
