Opt-In Process Templates
These templates are for how your customers would opt-in receive messages. Just copy, paste, and adjust to your needs!
Template 1
Opt-In Process: Users opt in by submitting their phone number through our website quote/contact forms or via trusted lead sources at [www.SAMPLESITE.com], with a clear disclosure and an opt-in checkbox .
Opt-In Language: “By submitting this form, you consent to receive SMS messages from [BUSINESS NAME] at the phone number you provided. Standard message and data rates may apply. To opt out, reply STOP at any time.”
Consent Tracking: We log each opt-in in our CRM/form database with metadata (timestamp, IP address, form source, and phone number), which is archived for audit and TCPA compliance .
Opt-Out Method: Every message includes: “Reply STOP to unsubscribe” (and “Reply HELP for assistance”) in compliance with TCPA rules . Recipients may also opt out by calling us at (XXX)XXX-XXXX or via our website contact form.
Opt-Out Handling: When a user replies STOP, our SMS provider (Gail by Lula via Twilio) instantly suppresses further messages. Our team then manually updates internal systems (CRM, dialers, marketing tools) to mark the contact as “Do Not Contact.” Phone or email opt-out requests are processed within 24 hours.
Template 2
Opt-In Process: Contacts submit a quote or interest form on [www.SAMPLESITE.com] or a verified referral source; each form displays clear opt-in disclosure with a required checkbox .
Opt-In Language: “By providing your number, you authorize [BUSINESS NAME] to send you text messages. Message frequency may vary. Msg & data rates may apply. Text STOP to cancel at any time.”
Consent Tracking: Opt-ins are logged in our CRM with date/time, IP, and specific source page or form identifier for traceability .
Opt-Out Method: SMS messages clearly state: “Reply STOP to unsubscribe” and “Reply HELP for assistance” to guide user requests . Users may also call or email to opt-out.
Opt-Out Handling: STOP replies instantly suppress further communication via our platform; manual suppression across systems occurs within 1 business day, and phone/email opt-outs are actioned within 24 hours .
Template 3
Opt-In Process: Customers check an opt-in box when submitting their number through quote or educational content forms on [www.SAMPLESITE.com] .
Opt-In Language: “By clicking submit, you agree to receive automated and non‑automated text messages from [BUSINESS NAME] at the number entered. Standard messaging rates apply. You can opt out anytime by replying STOP.”
Consent Tracking: Each consent record is stored securely in our CRM/form system, capturing timestamp, IP, page URL, and content of opt-in disclosure .
Opt-Out Method: Each SMS clearly contains “Reply STOP to unsubscribe” and “Reply HELP for assistance.” Users can also opt out via phone or our site’s contact form .
Opt-Out Handling: STOP triggers automatic suppression; our team manually flags contacts across all internal systems, updating their status within 24 hours and honoring opt-outs across channels .
Template 4
Opt-In Process: Leads from webinars, chats, or forms on [www.SAMPLESITE.com] consent by checking a box that clearly states SMS communications will follow .
Opt-In Language: “By completing this form, you are giving [BUSINESS NAME] permission to contact you via SMS. Msg & data rates may apply. To stop receiving messages, simply text STOP.”
Consent Tracking: We automatically log every opt-in with full metadata (time, IP, source), and retain consent declarations for audit compliance .
Opt-Out Method: SMS include legible commands: “Reply STOP to unsubscribe” and “Reply HELP for assistance” per FCC regs . Additional opt-outs accepted via phone or site.
Opt-Out Handling: STOP replies are processed immediately via our SMS provider; we then purge or flag the user in CRM and all systems within 1 business day; manual opt-outs via other channels are processed within 24 hours.
Template 5
Opt-In Process: Clients opt in to SMS on forms hosted on [www.SAMPLESITE.com] (quotes, appointment bookings, referrals) by checking an SMS consent box .
Opt-In Language: “By submitting this form, you agree to be contacted by [BUSINESS NAME] through SMS for relevant updates and offers. Message rates may apply. You can unsubscribe anytime by replying STOP.”
Consent Tracking: All opt-in data (timestamp, IP, form path, phone number) are captured in CRM and form backend, securely stored for audit and regulatory reference .
Opt-Out Method: Every outbound SMS ends with “Reply STOP to unsubscribe” and “Reply HELP for assistance” to ensure compliance; phone or email opt-outs are also honored .
Opt-Out Handling: STOP replies instantly disable future messaging through our provider; contact details are tagged “Do Not Contact” across CRM, calling tools, and marketing systems within 24 hours .
How to use: Copy any of the above into your single “opt-in process” text box. Make sure to replace [BUSINESS NAME], [www.SAMPLESITE.com], and support number (XXX)XXX-XXXX with your actual details. Let me know if you’d like help tailoring these further!