This article will be updated regularly to meet industry standards.
Last Compliance Update(s):
| 09/11/2025 - Attribute “Embedded Phone Numbers” should only be marked YES if shown in Sample Messages. Numbers in HELP/OPT-IN/STOP messages do not qualify.
| 07/04/2025 - Duplicate Campaigns Disallowed
| 02/17/2025 - SMS Complaint Terms/Conditions + Privacy Policy Required
| 01/27/2025 - Sample Messages
| 12/16/2024 - CTA (Call-To-Action)
How to use this article
This is used for filling out fields after the use cases have been selected.
The checklist reflects what compliant factors the Campaign Vetter's are looking for.
Submitting information in bullet-points or solely compliant information will be at high risk of decline by DCA.
You may write your CTA in step-by-step or sequential segments (example: 1,2,3, etc.)
Campaign Description must have...
☐ Clear Explanation of the Use Cases that were selected for the customer's Brand
☐ Messaging frequency needs to be disclosed.
☐ Where donations are collected, it must be clearly stated (required for tax exempt brands)
Call-To-Action must have...
☐ Explanation of a compliant consumer Opt-In/SMS Consent method
For example...
- Online Webform/Public Website (e.g., example.com/contact-us)
- Login to Website (e.g., must login before purchase completion)
- Physical Form (e.g., on-boarding documentation)
- Verbal Conversation (e.g., employees have a script to follow)
- Keyword Received (e.g., Text “SUPPORT” to 111-222-3333)
☐ Evidence of consumer opt-in method
For example...
- Online Webform/Public Website: Must be direct link to webform. Homepage links will be at risk of rejection.
- Login to Website: Must have screenshots of entire process opt-in process compiled into a PDF.
- Physical Form: Must have all SMS/MMS consent be uploaded to campaign media.
- Verbal Conversation: A script must be uploaded for compliance validation.
- Keyword Received: Physical martial must be uploaded to campaign media.
A copy of all physical opt-in collection material must be uploaded, if not available on a public website.
☐ Opt-In Method Disclaimer. This is required for all opt-in methods.
Disclaimer Requirements...
- Brand Name
- Types of messages being sent. Should reflect selected use cases
- Example: customer care, account notification, etc...
- Message frequency disclosure
- Example: Twice a week / 4 times a month / frequency may vary
- "Message & Data Rates May Apply" disclosure
- Help information /instructions (How can the consumer request assistance?)
- Example: "Text HELP for help or call us at 111-222-3344"
- Stop information/instructions (How can the consumer request to no longer receive messages?)
- Example: "Text STOP to unsubscribe from SMS/MMS communications."
☐ Mention Privacy Policy Link/Media
- If on public website, provide direct URL.
- If not on a public website, upload a PDF copy & mention it is attached in the CTA
☐ Mention of Terms & Conditions Link/Media
- If not on a public website, upload a PDF copy & mention it is attached in the CTA
- A max of 5 media files can be uploaded to support CTA, Privacy Policy, and Terms & Conditions.
- Each file has a max size limit of 10MB.
Below are optional points, but can increase the campaign's chances of approval.
☐ Explain when a consumer should expect to receive their first message
☐ When does messaging stop?
- Example: Messaging continues until opt-out keyword is received, or we no longer conduct business with recipient)
Opt-In Message must have...
☐ Brand Name
☐ Type of messages being sent (Should reflect the use cases selected)
☐ Opt-Out/Stop instructions
☐ Help instructions
☐ Message Frequency (Example: Twice a week / 4 times a month / frequency may vary
☐ Associated fee's disclosure (Example: "Message & Data Rates may apply")
Opt-Out Message must have...
☐ Brand Name
☐ Indicate no further messages will be sent
HELP Message must have...
☐ Brand Name
☐ Direct support contact (email, phone number, or support website)
Sample Messages must have...
☐ Brand Name
☐ 1 Sample per each use case selected
☐ At least 1 Sample must have opt-out instructions
Sample Messages must have...
☐ Brand Name
☐ 1 Sample per each use case selected
☐ At least 1 Sample must have opt-out instructions