A2P Compliance Checklist
Step 1a: Implementing a Transparent Opt-in Mechanism
The cornerstone of A2P compliance lies in obtaining explicit consent from your audience. To achieve this, integrate a Terms and Conditions (T&C) element and a checkbox field on all lead intake forms. The text should be crystal clear, explicitly stating the terms of communication. Transparency is key in this step.
T&C Element:
“I agree to terms & conditions and privacy policy provided by VA Matters."
Opt-in Consent Check Box Field:
"By providing my phone number, I agree to receive text messages from VA Matters. Consent is not a condition of purchase. Message and data rates may apply. Message frequency varies. Reply Stop to Unsubscribe."
Step 2: A2P Registration
Initiate the A2P registration process and meticulously verify all details for business profile submission and brand registration. This step ensures that you are providing accurate information and abiding by the registration requirements.
Ensure the accuracy of your registered business name and add the Employer Identification Number (EIN) or registration ID to your Business Profile. This step not only contributes to the legitimacy of your A2P messaging efforts but also ensures transparency in your business dealings.
Step 3: Crafting Campaign Use Case Description and Sample Messages
On Campaign Description page, You can use the following sample Use Case Description and Sample Messages 1 and 2. Otherwise, Craft your messages thoughtfully, ensuring they align with the purpose of your A2P campaign.
Campaign Use Case Description:
"This campaign sends appointment reminders, confirmation messages, marketing messages, follow-up messages, customer service messages, and similar communications to individuals who have opted in and given their explicit consent and agreed to our terms and conditions."
Sample Message 1 (Replace any custom fields or custom values with sample data):
John, this is Sarah with “COMPANY NAME”
This is a confirmation of your appointment:
Appointment Date: 07/01/2024
Appointment Time: 12:00 PM
Please don't hesitate to call or text “COMPANY PHONE” if you have any questions
Reply with STOP to unsubscribe
Sample Message 2 (Replace any custom fields or custom values with sample data):
Hi Brian, Samuel here with “COMPANY NAME”
Just want to remind you that our meeting is scheduled for tomorrow at 12:00 PM.
If you want to reschedule, please text us at “COMPANY PHONE”
Reply with STOP to unsubscribe
And check the necessary boxes if your messages will contain URLs or phone numbers.
Step 4: End User Consent
How do end-users consent to receive messages?
End User Consent
"Customers provide opt-in specifically when enrolling into our website [WEBSITE] and giving their explicit consent by adding their phone number and checking a box agreeing to receive text messages from [COMPANY NAME]. They also check a box agreeing to the mentioned terms & conditions as well as privacy policy. Additionally, end users can also opt-in by texting START or SUBSCRIBE to [PHONE NUMBER] to opt-in."
Opt-in Keywords
"Subscribe, Start"
Opt-in Message
"You are successfully opted in for messages from [COMPANY NAME]. Message and data rates may apply. Message frequency varies. Reply Help for additional support. Reply STOP to unsubscribe."
NOTE: Make sure to have a OPT-in Workflow triggering from incoming message containing “Subscribe” or “Start” and if condition = True -> Send the above mentioned Opt-in message.
Opt-out Keywords
"Stop, Unsubscribe"
Opt-out Message
"You have successfully been unsubscribed from ACME LLC. You will not receive any more messages from this number."
NOTE: Make sure to have a OPT-out Workflow triggering from incoming message containing “Stop” or “Unsubscribe” and if condition = True -> Send the above mentioned Opt-out message.
