What follows The following is a checklist of the minimum requirements for 10DLC campaigns. If these requirements are not met, the campaign will be rejected. However, meeting these requirements does not guarantee that the campaign will be approved. Requirements from the mobile networks and upstream vendors can change.

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Brand Registration Checklist

Brand Details

• Add your website to the brand registration if not already included.

• Use a support email address with a domain matching the website/online presence, if possible.

Campaign and Content Attributes

1. Subscriber Opt-In

   • Provide opt-in keywords (if applicable). Include the following in the opt-in message:

     • Brand Name

     • Message frequency disclosure (e.g., "Msg frequency varies.")

     • Cost disclosure: "Message and data rates may apply."

     • HELP information (e.g., "Reply HELP for help.")

     • STOP information (e.g., "Reply STOP to cancel.")

     • Example Message:
       "Thank you for opting in to receive recurring messages from [Company Name]. Msg frequency varies. Msg & data rates may apply. Reply HELP for help. Reply STOP to cancel."

2. Subscriber Opt-Out

   • Provide opt-out keywords (e.g., STOP). Include the following in the opt-out message:

     • Brand Name

     • Confirmation that no further messages will be sent.

     • Example Message:
       "You have successfully opted out of messages from [Company Name]. You will receive no further messages."

3. Subscriber Help

   • Provide help keywords (e.g., HELP).

   • Include the following in the help message:

     • Brand Name

     • Support contact information (email, phone number, or website link).

     • Example Message:
       "Thank you for reaching out to [Company Name]. Please call us at [phone number] or email us at [email address] for support. Reply STOP to opt-out."

4. Number Pooling

   • Select "Yes" if the campaign requires more than 49 telephone numbers.

5. Direct Lending or Loan Arrangement

   • Select "Yes" if the brand engages in lending activities, even if the messaging is unrelated to lending.

6. Embedded Links

   • Select "Yes" if the campaign will include embedded links.

   • Ensure at least one sample message includes an embedded link.

7. Embedded Phone Numbers

   • Select "Yes" if the campaign will include embedded phone numbers (excluding HELP messages).

   • Ensure at least one sample message includes an embedded phone number.

8. Age-Gated Content

   • Select "Yes" if the campaign contains age-restricted materials.

9. Terms & Conditions

   • Check "Yes" for Terms & Conditions.

   • Provide a link to the Terms & Conditions page.

Campaign Details

☐  Ensure that you have the following Brand Details before starting the brand registration:

• Legal Company Name (exact match, properly spelled, consistent with your Internal Revenue Service records).

• BDA or Brand name.

• Business Type (Public, Private, Not for Profit, Government).

• Country of Registration.

• Federal Business ID (9-digit EIN for US-based customers, Corporation # for Canadian-based customers).

• Business Address (consistent with your Internal Revenue Service or taxation records).

• City, State/Province, and Postal Code.

• Business/Industry vertical or classification.

• Business website (If available).

• Stock symbol & Exchange (Public companies only).

• Primary Business telephone number (may be used for verification purposes).

• Contact email address.

• Contact First and Last Name (Optional).

• Use a support email address with a domain matching the website/online presence, if possible.

Campaign Registration Checklist

Description

☐  Campaign Description

• Clearly describe the campaign’s purpose.

  • Ensure the description aligns with the registered use case(s).

  • If multiple use cases are registered, mention all relevant use cases (e.g., "This campaign includes 2FA and Marketing").

  • Clearly state if donations are involved.

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Call-to-Action (CTA) / Message Flow

• Describe all opt-in methods (e.g., web forms, verbal, keyword).

• Include the following in the opt-in disclosure:

  • Brand Name

  • Types of messages being sent

  • Message frequency disclosure

  • Cost disclosure: "Message and data rates may apply."

  • HELP and STOP instructions

  • Privacy Policy link

  • Terms & Conditions link

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Privacy Policy Link

• Provide a link to the Privacy Policy with a disclaimer stating that opt-in data will not be shared with third parties for marketing purposes.

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Terms & Conditions Link

• Provide a link to Terms & Conditions that includes:

  • Types of messages being sent

  • Texting cadence (frequency)

  • Cost disclosure

  • Privacy Policy link

  • HELP and STOP instructions

Sample Messages

Use Cases

☐  Select the use case or use cases.

• Ensure the campaign description and use case(s) are aligned.

• It is best to mention the use case(s) in the description.

Sample Messages

☐  Provide sample messages that align with the registered use case(s).

☐  Include at least one message with:

• Brand identification.

• Use case.

• Opt-out language (e.g., "Reply STOP to cancel.").

• Embedded link, if applicable.

• Embedded phone number, if applicable.

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CTA / Message Flow

☐ Subscriber Opt-in lists Brand Name, Message Frequency, “Message and data rates may apply” disclosure, HELP information, and STOP/UNSUBSCRIBE information

☐ Subscriber Opt-out lists the Brand name and confirmation that no further messages will be sent. Also, the Opt-out keyword is at least one of the following: STOP, UNSUBSCRIBE, CANCEL, END

☐ Subscriber Help lists the Brand name and an email address, phone number, or website link the consumer can use for support and how to opt-out of additional messages

☐ Call to Action/Message Flow includes:

☐ Explicit instructions on how recipients opt-in (i.e., you should be able to follow the instructions and opt-in to receiving messages).

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☐  Call-to-Action (CTA) / Message Flow:

• Describe all opt-in methods (e.g., web forms, verbal, keyword).

  • If consent is through a website, a direct link to the form.

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• • If consent is provided through a Contact Us

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• • Page, a phone number cannot be a required field. The inclusion of a phone number and SMS contact must be optional.

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• • If consent is collected verbally, the script read to the customer must be included.

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• • If consent is collected by sending an opt-in keyword (e.g., START), you must provide how the recipient is informed of the keyword (e.g., screenshots of a marketing campaign, link to a website that says “Text START to…”, etc.).

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• Include the following

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• in the opt-in

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• disclosure:

  • Brand Name (The must match the brand name the campaign is being registered under).

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• • Types of messages being sent  (e.g., order status, promotions, etc).

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• • Message

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• • frequency disclosure (e.g., message rate varies, approximately 2 messages per week, etc.)

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• • .

  • Cost disclosure: (e.g., Message and data rates may

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• • apply.).

  • HELP instructions: (e.g., text HELP for help).

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• • STOP/Opt-out

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• • instructions: (e.g., text STOP to stop receiving messages).

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• • Privacy Policy

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• • link.

    • The Privacy Policy

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• • • must have a disclaimer stating that opt-in data will not be shared with third parties for

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• • • marketing purposes.

☐ Opt-Out Instructions - Acknowledgement that recipients have the right to opt-out of receiving future communications and instructions (e.g., text STOP) on how to do so

☐ A Terms and Conditions must be linked with the following in it:

☐ Brand Name (must match the Brand that the campaign is being registered under)

☐ Type(s) of messages the recipient will be receiving

☐ Message Frequency

☐ “Message and data rates may apply” disclosure

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• • Terms & Conditions link.

    • The Terms & Conditions must include:

      • Types of messages being sent

      • Texting cadence (frequency)

      • Cost disclosure

      • Privacy Policy link

      • HELP and STOP instructions

Subscription Response Messages and Content Attribute

☐  Subscriber Opt-In response

• Provide opt-in keywords (if applicable). 

• Include the following in the opt-in message:

  • Brand Name.

  • Message frequency disclosure (e.g., "Msg frequency varies.").

  • Cost disclosure: "Message and data rates may apply.".

  • HELP information (e.g.,

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• • "Reply HELP for help

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☐ Opt-Out information (e.g., text STOP to unsubscribe)

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• • .").

  • STOP information (e.g., "Reply STOP to cancel.").

☐  Subscriber Opt-Out response

• Provide opt-out keywords (e.g., STOP). Include the following in the opt-out message:

  • Brand Name.

  • Confirmation that no further messages will be sent.

☐  Subscriber Help response

• Provide help keywords (e.g., HELP).

• Include the following in the help message:

  • Brand Name.

  • Support contact information (email, phone number, or website link).

Content Attribute

☐  Embedded Links

• Select "Yes" if the campaign will include embedded links.

• Ensure at least one sample message includes an embedded link.

☐  Embedded Phone Numbers

• Select "Yes" if the campaign will include embedded phone numbers (excluding HELP messages).

• Ensure at least one sample message includes an embedded phone number.

☐  Terms & Conditions

• Check "Yes" for Terms & Conditions.

• Provide a link to the Terms & Conditions page.

☐  Number Pooling

• Select "Yes" if the campaign requires more than 49 telephone numbers.

☐  Direct Lending or Loan Arrangement

• Select "Yes" if the brand engages in lending activities, even if the messaging is unrelated to lending.

☐  Age-Gated Content

• Select "Yes" if the campaign contains age-restricted materials.

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