Know why the customer expects your message.
Keep the source, wording, and date of the permission record appropriate to the message program. A phone number in a customer file is not, by itself, a complete description of permission.
Plan who you will message, why the message is expected, how people can opt out, and which registration your number and provider require.
This page is general information, not legal advice or a compliance certification.
No one checklist covers every business, message type, number, and jurisdiction. Confirm the current requirements with qualified counsel and the selected provider.
Keep the source, wording, and date of the permission record appropriate to the message program. A phone number in a customer file is not, by itself, a complete description of permission.
Describe the business, the kind of messages it sends, and how the customer can ask for help or stop messages. Make campaign forms and examples match actual behavior.
Design a process to recognize and record opt-out requests, stop the relevant future messages, and keep the record available to authorized staff. The specific legal and carrier requirements depend on the program.
For app-to-person SMS/MMS to U.S. recipients over a U.S. 10-digit long code, Twilio’s documentation describes Brand and Campaign registration steps. Other providers may have different workflows, fees, eligibility rules, and review times.
Provider documentation can tie registration details and review to message purpose, sender identity, throughput, and daily volume. Do not publish a limit or delivery promise without account-specific evidence.
Decide who reviews the message content, registration details, customer complaints, STOP requests, failed deliveries, and changes to the program.
Requirements and carrier processes change. These sources provide a starting point for review, not a substitute for advice tailored to your business.
Twilio explains the U.S. 10DLC Brand and Campaign workflow for traffic sent through its service.
Read Twilio’s current guide ↗Review what business and campaign information a provider may request and confirm which requirements apply to your account.
View information checklist ↗Consult current FCC materials and qualified counsel on consent revocation, robotexts, and requirements that apply to your specific program.
Open FCC order ↗