Obtaining Customer and Patient Opt-In Through a Website or Online Form

Make sure you are following best practices to ensure approval of your campaign by TCR.

When you submit your business registration to The Campaign Registry (TCR), your registration is reviewed to verify the identity of your organization and to ensure you are obtaining and recording proper consent from your customers or patients to receive text messages.

If you are obtaining opt-in to receive text messages via your website or an online form, there are a number of practices you'll want to follow to make sure your campaign is approved by The Campaign Registry (TCR). Failure to follow these practices could result in your registration application being rejected. 

Information You Are Required to Submit If You're Obtaining Opt-In Through a Website or Online Form

If you are creating a new account with Swell and indicate you are collecting opt-in via an online form, you will be asked to provide the following information:

Required Information Description Example
URL where your form can be accessed The URL where your form can be accessed online. This URL will be utilized during your application review.  https://example.com/signup
A brief description of how users interact with the website or form to provide opt-in. Describe the steps the customer would take to opt in to receiving text messages. "Customers provide opt-in when enrolling into our website. Opt-in during website is a self-service process and occurs at https://example.com/signup”

Recommended Practices

Once TCR receives your registration application, they will review your website and online form to verify that you are collecting opt-in in an ethical way. To avoid having your application rejected, follow these best practices:

  • Provide the customer with a clear call to action. It should be very clear to anyone  visiting your website when they are opting in to receive text messages. This is often done by providing a checkbox on a form that the customer must explicitly check to demonstrate consent to receive messages. 
  • Include information on how they can get help or stop receiving messages after opting in.  For example, "Reply HELP for help or STOP to cancel."
  • Provide links to your Privacy Policy and Terms of Service. In the same area where you are providing your opt-in call to action, provide a link to your Privacy Policy and Terms of Service. For example, "By clicking this checkbox and pressing submit below, you agree to our Privacy Policy and Terms of Service."
  • Include sharing and message disclosures in your Privacy Policy.  Your Privacy Policy needs to include a statement of non-sharing for mobile numbers, expected message frequency, and a disclosure that “message and data rates may apply.”