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1. Attach a screenshot of the first text message in the workflow once your leads opt in:

After you set up your workflow/campaign with the first message compliant according to the guidelines below, record a loom video or share a screenshot of the first SMS

Examples of message violations:

1. Hello, my name is Sam, and I'm seeking to buy a few houses in the area. If you're interested, I'd like to make you an offer on 1123 Main St.. Is there a price range at which you'd consider selling?

2. Hello Mina. Do you own 1236 Main St? Really wanna talk about it if you have time.

3. Hey, this is Karen from the XXXXXXX. If you haven't finished signing up to get your New Quote, give us a call back ASAP: (800) 000-0000

4. Hey Stacy, it's Chris. Let's start 2024 by claiming your XXXXX (up to $X K/person). Interested? YES for more information!

5. Last chance to receive a January $5 coupon by joining XXXXXXX Salon Club by the end of the year 2022! https://www.mysalon.com

2. Please provide the Web URL address around your data collection methods:

E.g. Screenshot of Website / Registration form where the customer shared their contact details/consent for said SMS communication. This is the point at which you collect consumer data, and the consumer consents to receiving SMS messaging which should include the following:

1. Program name and/or a description of the messages that will be sent
2. Organization or individual being represented in the initial message
3. Fee disclosure
   1. E.g. "Message and data rates may apply"
4. Service delivery frequency or recurring message disclosure
   1. E.g. "4 messages per month", "Message frequency varies", "1 message per login", etc
5. Customer care information
   1. typically "Text HELP for help" or Help at XXX-XXX-XXXX) - not required for single message programs (i.e 2FA)
6. Opt-out instructions
   1. (typically "Text STOP to cancel") - not required for single message programs (i.e 2FA)
7. Link to Privacy Policy describing how end-user opt-in information will be used
8. Link to Terms and Conditions describing terms of service
9. Incorporate an optional checkbox that end-users must select to receive SMS messaging. The checkbox can not be pre-selected. The checkbox provides the end-user the ability to agree, or not agree, to receive SMS messaging
   
   
   Attach a screenshot showing a checkbox to ensure the lead gives consent when filling out the form:
   
   You can type something like this as an example:
   
   By providing your name and contact information you are expressly consenting to receive communications from COMPANY_NAME or one of their licensed agents, which may include phone calls (including to any wireless number that you provide) including automatic telephone dialing systems or by artificial/pre-recorded messages text message and/or emails for the purpose of marketing insurance products and services including health, medicare, and life insurance plans. By providing your information, you understand that your consent is not a condition of the purchase of any product or services, and carrier messaging and data rates may apply. You may revoke this consent at any time by calling us at 1-800-000-000 or by emailing us at EMAIL_HERE to be placed on our do-not-call list.
   
   Example:
   

4. Please explain whether you receive direct consent from end-users and/or where end-users are signing up to agree to receive your communication:

Per Twilio's Messaging Policy under Consent / Opt-in - Consent can't be bought, sold, or exchanged. Meaning it cannot be purchased through a 3rd party site or public records.

5. Confirm that you cease the traffic that is driving the high opt-out and error rates:

6. If your account is suspended because of violations in obtaining and/or maintaining user consent, you might be asked to provide proof of opt-in for certain phone numbers. Once you reach out to support we will look at this information with Twilio but be prepared to provide proof of opt-in for certain phone numbers.

Proof of opt-in should include:

• Name of the end user
• Email Address of the end user
• Physical Address Collected
• Registration Date and Time
• IP address or other method of collection
• Complete Web URL address or details around other collection methods
• Screenshot of Website / Registration form where customer shared their contact details/consent for said SMS communication with all possible details mentioned above

Your Twilio subaccounts will be suspended due to non-compliant activities:

• High Error Rate
• High Opt-Out rates

High Error Rate

A high error rate can be driven by one error code or by the sum of several collectively. 

High Opt-Out Rate

A high opt-out rate is an indication of unwanted/unsolicited messaging.

Your targeted audience must be aware of what they are signing up for and your website/form must clearly state how their information will be used and they have to provide consent to it accordingly. For example, you can't obtain the consent of message recipients by purchasing a phone list from another party.

Consent / Opt-in:

Prior to sending the first message, you must obtain agreement from the message recipient to communicate with them - this is referred to as "consent", you must make clear to the individual they are agreeing to receive messages of the type you're going to send. You need to keep a record of the consent, such as a copy of the document or form that the message recipient signed, or a timestamp of when the customer completed a sign-up flow. Consent can't be bought, sold, or exchanged. For example, you can't obtain the consent of message recipients by purchasing a phone list from another party.

Lack of Sender Identification

Every message you send must clearly identify you (the party that obtained the opt-in from the recipient) as the sender, except in follow-up messages of an ongoing conversation. Such that the message recipient can immediately associate where/whom they have given consent to.

Lack of Opt-Out Language

The initial message that you send to an individual needs to include the following language: "Reply STOP to unsubscribe," or the equivalent using another standard opt-out keyword, such as STOPALL, UNSUBSCRIBE, CANCEL, END, and QUIT.

The same or similar message is sent across a large number of phone numbers

We do not permit spreading similar or identical messages across many phone numbers without appropriate business justification.

As a result,  we have restricted your ability to provision additional phone numbers. If you attempt to recycle phone numbers and further provision additional phone numbers, you will see an error message due to this restriction.

To appeal this decision, please email [email protected] with the justification of your business use case requiring the same or similar messages across additional phone numbers.

Your Key Messaging Metrics

Your messaging activity reflects consumer-impacting and/or policy-violating content being sent.  Your opt-out and error rates have reached higher than acceptable levels.    

A good opt-out rate is typically in the range of 0—0.3%

A good error rate is typically in the range of 0—6%