Intermedia Unite SMS Guidelines and Campaign Registration for Bulk Texting

What is the default use for Intermedia Unite SMS?
Answer: Intermedia Unite SMS features, which include the ability to text enabling a main company number (Company Messaging) and text enabling a user’s phone number, is designed and provisioned for Person-to-Person (P2P) messaging, meaning sending/receiving one message at a time with two-way (back and forth) communication between two human users.  This is different than Application-to-Person (A2P)/bulk texting.
What is A2P or Bulk Texting?
Answer: Application-to-Person (A2P)/bulk texting consists mostly of outbound texts where the ratio of inbound messages is lower than 45%. This includes bulk campaign texting, marketing communications, one-way appointment reminders, notifications, etc. Businesses using this A2P/bulk texting are required to register with The Campaign Registry.
What is the Campaign Registry?

Answer: The Campaign Registry is an entity created by mobile network operators to help companies work within regulatory best practices for texting. Campaign Registration is an industry-wide initiative to prevent spam and improve your texting deliverability.  Click here for guidelines, information, and options for registering with The Campaign Registry.

If a business is not registered with the Campaign Registry, but is bulk texting, what will happen?
Answer: New regulatory guidelines effective 3/26/24 from the Federal Communications Commission (FCC) require us to enforce a zero-tolerance policy for using text messages for Application-to-Person (A2P)/outbound bulk texting purposes. If we detect bulk outbound text messages are being sent from phone numbers not on the Campaign Registry, we will immediately deactivate your SMS account for text messaging until those numbers are registered in the Campaign Registry.

How long does it take to register with the Campaign Registry?
Answer: This process can take up to three weeks, but having the right information ready when registering can make this process easier and more efficient.  If complete information is not given, the registration could be rejected or delayed until further information is provided.

Also, note that there may be an interruption in messaging when reconfiguring the phone number to be included in the campaign. To avoid service disruptions, it is advised to register the marketing campaign and include the numbers before messaging begins.

What is needed to register for the Campaign Registry?

Answer: Check our Knowledge article on the Campaign Registration process and download the Campaign Registration Form (CRF): Campaign Registration Form ver. 9.4_4-14-25.DOCX / Campaign Registration Form ver. 9.4_4-14-25.PDF
When completing the form, be sure to have these items on hand:

  • TAX EIN and SS-4 or W9 that shows how the business was registered.
  • If the business resides in Canada, Business Number registered with the Canadian Revenue Agency (CRA).
  • Brand and Campaign names that match the website provided.
  • Business website with a valid Privacy Policy link at the bottom of the site.
  • Valid privacy policy clearly stating personal information will not be shared or sold to a third party for marketing purposes.
    Note: it is essential to follow the requirements for the Privacy Policy page (see below).
  • Detailed description of what the texting service will be used for.
  • Clear Opt In keyword and Opt Out keyword with the text response that will be received.
  • Call to Action description on how users are opting in for, the frequency disclosure (how often they will receive a text), how to opt out, and that Message and Data Rates May Apply (see the guideline below).
  • Sample messages for your campaign (including opt-out verbiage).
  • Support email for the campaign matching support email on the customer website. It must not be Gmail and Hotmail like address.
  • Separate campaign requests for the marketing and informational purposes. You must never mix them.

What are the requirements for Privacy Policy for successful campaign registration?
Answer: The Campaign Registry (TCR) requires a valid Privacy Policy that is not a link to a hosted document, an image file, or a page hosted on another URL or domain. The Privacy Policy must be accessible on the company’s website, preferably in the footer of the homepage, under a clearly labeled "Privacy Policy" section.
 
Additionally, the company's website must include both a Privacy Policy and an SMS Terms & Conditions page. A template for these documents can be downloaded using this link Privacy Policy and SMS Terms & Conditions Template ver. 3.1 - 1-16-25.
 
To ensure compliance, businesses must:
  • Use the full template and complete all highlighted sections relevant to the company.
  • Include clear Call-to-Action (CTA) language within the Privacy Policy page, specifying what users are opting in for, the expected message frequency, opt-out instructions, and a disclosure that Message and Data Rates May Apply.
If the company contact form utilizes a phone number field on its website, the form must include a checkbox with language similar to the provided example, ensuring clear and explicit user authorization.

☑ By checking this box, you agree to receive text messages from (BRAND NAME) regarding (TYPE OF MESSAGES). Message freq. varies but will not be more than [Enter the Expected Message Count Per Day] messages per day unless there is a notification event). Msg & Data rates may apply. Reply HELP for help. Reply STOP to opt out.
 
SMS SHARING DISCLOSURE:
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes at any time.

Privacy Policy Don’t’s
  • It cannot be hosted on another domain and link to it is on the site.
  • It cannot be an image.
  • It cannot be a hosted document .PDF, DOC etc.
Privacy Policy Do’s
  • It must be in the Privacy Policy at the footer of the home page.
  • It must be hosted on the same domain.
  • It must be clearly documented what the Opt-inOpt-out and Help messaging workflow will be.
  • It must be clearly documented that they will not share the mobile subscriber information to third parties, affiliates, or for marketing or promotional purposes.
Note: The Campaign Registration Form will be rejected if: 
  • Your website doesn't have a Privacy Policy on it, or the Privacy Policy does not comply with the requirements of Campaign Registration rules.
  • You provide a website that doesn’t match your company.
  • The website does not have enough information regarding your company, or if the website appears vague. Be sure your website is functional and contains the same support contact information that you used to register your business.
  • You mix a campaign that is service alerts with marketing.
Check this template of Privacy Policy to better understand the correct way of filling it in.

What are the requirements for Call-to-Action (CTA) for the successful campaign registration?

Answer: The purpose of a Call-to-Action (CTA) is to ensure that the consumer consents to receiving text messages and fully understands the nature of the program. The CTA language should clearly invite or encourage the consumer to opt into a messaging program and must be clearly displayed with the following key disclosures:

  • Program (Brand) Name/Product Description
  • Message Frequency Disclosure
  • Message and Data Rates may apply
  • STOP keyword (Opt-out information can also appear in the terms and conditions)
  • Complete terms and conditions or a link to them (Note: pop-ups should not be used to display terms and conditions)
  • Privacy policy or a link to the privacy policy
  • Opt-in language should be specific to text messages only, email and phone calls should have separate checkboxes or disclaimers
  • The phone number field in a website form should be optional for marketing campaigns.

For non-marketing campaigns, the phone number field can be required as long as clear consent language is provided, along with an optional checkbox to opt-in. Alternatively, the form should clearly state that the phone number will not be used for text messaging, with a disclaimer excluding text messages from the phone / auto dialer consent.
To comply with TCR regulations, all campaigns must include the URL for both the Terms and Conditions (where applicable) and the Privacy Policy within the Call-to-Action (CTA). Although this information may already be available on the website, it must also be displayed within the TCR platform. TCR provides a designated section for Privacy Policy and Terms and Conditions links, which can either be included in those specific fields or within the CTA section.

What are some tips for a successful and quick campaign registration?

Answer: These tips can help the registration process be completed more efficiently:

  • Submit proof of identity, including legal business documentation, for validation and/or have the brand verified in The Campaign Registry. This ensures that only credible entities can send A2P messages using 10DLC services.
  • Provide a link to the active website that matches your business, has a valid Privacy Policy link, as well as company details, contact information, and information about services or products.
    A valid Privacy Policy is required by the SMS Campaign Registration vetting hub, as it helps to inform the end-users that you are not buying/selling/sharing the opt-in information they provide to you.
Privacy Policy Don’t’s
  • It cannot be hosted on another domain and link to it is on the site.
  • It cannot be an image.
  • It cannot be a hosted document .PDF, DOC etc.
Privacy Policy Do’s
  • It must be in the Privacy Policy at the footer of the home page.
  • It must be hosted on the same domain.
  • It must be clearly documented what the Opt-inOpt-out and Help messaging workflow will be.
  • It must be clearly documented that they will not share the mobile subscriber information to third parties, affiliates, or for marketing or promotional purposes.
  • Provide a clear and accurate description of your campaign. All campaign descriptions must contain at least 40 characters.
    Include the following information:
    • Type of business
    • What kind of messages you plan on sending
    • The context of your messages
    • Who your subscribers are.
  • Provide a detailed description of your opt-in process or Call-to-Action. 
    • Each campaign should have its own method to gather a customer’s full consent.
    • The description should be as clear as possible, describing what the customer is agreeing to receive and how they are consenting.
    • Keep a detailed list of customers who have opted into your text message in case requested.
    • Refer to an example of an opt-in message: “By checking this box, you agree to receive text messages from (BRAND NAME) regarding (TYPE OF MESSAGES). Message freq. varies but will not be more than [Enter the Expected Message Count] messages per day unless there is a notification event). Msg& data rates may apply. Reply HELP for help. Reply STOP to opt out. (Terms & Conditions/Privacy Policy Link)."
    • Inform users of the nature of the program and the frequency of messages, as well as providing opt-in and opt-out instructions.
    • Under CTA Include a direct link to the terms and conditions if applicable and/or privacy policy, ensuring transparency and regulatory compliance.
    • Campaigns must include evidence of explicit consumer consent before sending any messages. Opt-ins can occur through web forms, text messages, or verbal agreements, but must be documented and compliant with TCPA guidelines.
    • Campaigns must include evidence of explicit consumer consent before sending any messages. Opt-ins can occur through web forms, text messages, or verbal agreements, but must be documented and compliant with TCPA guidelines.
  • Verbal SMS Consent:
    • If you receive verbal consent from the customer, you must provide a recorded copy of the company representative reading the full SMS consent statement as it appears on the online contact form (excluding the checkbox portion). The recording should include all relevant information, though it may not always refer specifically to updates, notifications, or alerts. The wording and message types in the recording must match the company’s intended usage.

      Verbal Consent Example: “Do you [Customer Name] consent to receiving SMS from [Brand Name] for updates, notifications, and alerts? Msg. frequency varies but will not exceed [Enter Estimated/Expected Message Count Per Day] messages per day unless there is a notification event. Msg. & Data Rates may apply. Reply HELP for help. Reply STOP to opt out. Your mobile information will never be shared with third parties or affiliates for marketing or promotional purposes.”
  • Paper Form Requirements:
    • If you collect consent via a paper form, provide a copy of the form showing the exact SMS consent section. This section must be identical (verbatim) to the approved consent language.

      Paper Form Example:
    • “By signing this form, you consent to receiving SMS from [Brand Name]. These messages may include updates, notifications, and alerts. Msg. frequency varies but will not exceed [Enter Estimated/Expected Message Count Per Day] messages per day unless there is a notification event. Msg. & Data Rates may apply. Reply HELP for help. Reply STOP to opt out. Your mobile information will never be shared with third parties or affiliates for marketing or promotional purposes.”
  • Provide accurate sample messages that are informative and fit your description.  You should have a sample message that represents each use case. All sample messages must be at least 20 characters long with opt-out language included. Include your business name in each message you send (or at least the first message you send). This helps the end-user identify who exactly is messaging them and can ultimately help cut down on wrongful spam complaints.
    The carrier vetting team reviews the content of all messaging campaigns to ensure it meets carrier requirements. Content promoting illegal, deceptive, or inappropriate material as outlined in the carrier code of conduct will not be approved.
  • Provide opt-out language included in all sample messages (including STOP and HELP messages) This should be included in both the opt-in message and any subsequent communications.
    • Example of STOP message: “Reply STOP to opt out”
    • Example of response to STOP message (if a customer opts out):
    • “We received your request to stop and halted all future messages to this number. You may reply “UNSTOP” at any time if you wish to receive messages from us again!”
    • Example of HELP message. The minimum for this specific message is 20 characters.  “For help, email support@example.com. To opt-out, reply STOP.” This can be a phone number, email address, and/or URL that leads directly to a support contact page.

What happens if a recipient replies with "STOP" or "START" to an SMS message over A2P?

Answer: In alignment with TCR (The Campaign Registry), TCPA (Telephone Consumer Protection Act), and CTIA (Cellular Telecommunications Industry Association) guidelines, when a recipient sends “STOP” or “START,” these keywords are recognized and processed automatically by the SMS carrier:

  • STOP – The carrier immediately blocks future messages from that sender, preventing additional texts from reaching the recipient’s phone. The sender still receives the final STOP message and must remove the recipient from its contact list to ensure no further messages are sent, thereby honoring the opt-out request in compliance with TCPA and CTIA standards.
     
  • START – When the recipient sends “START,” the carrier reactivates message delivery, allowing the sender’s messages to resume for that recipient. This indicates renewed consent, which must be documented and tracked according to applicable regulations.
If a sender attempts to send another message after a “STOP” request, the sender receives a “The recipient has opted out. The recipient must send START to opt back in to receive messages from your organization” response, indicating that the carrier is blocking further attempts. Because this process is carrier-managed, organizations must maintain accurate opt-in and opt-out records to remain compliant.
 

Note: The STOP and START keyword mechanism applies specifically to phone numbers registered for A2P (Application-to-Person) messaging under The Campaign Registry, not for P2P (Person-to-Person) traffic.

How do I enable the SMS Feature for a Toll-Free Number
Answer: To enable the SMS feature for Toll-Free numbers on Intermedia Unite accounts, the applying company's representative needs to complete several forms and ensure that the company's website and Privacy Policy meet the requirements outlined in the Knowledge article on How to Enable the SMS Feature for a Toll-Free Number.
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