Campaign Approval Checklist
To help ensure your Campaign is approved in the vetting process, please follow these best practices.[1]
1. Website Details
I. Your website must be finished and secure (the URL should start with HTTPS://). Any broken links or incomplete pages will lead to rejection.
II. Any website that lands on a domain parking site (e.g. GoDaddy, Wix, or others), or displays a placeholder (such as “Coming Soon”) will be rejected.
i. If your website has changed since joining Boulevard, please contact Support to ensure your account reflects these changes in our system.
III. For businesses that use a business social media presence without a dedicated website:
i. A post must be created with both the full SMS disclosure and the actual text of a short Privacy Policy (or a link to your Privacy Policy).
ii. You can make that social media post “sticky” so that it always appears at the top of the social media presence for this business.
(Applies to Facebook) Or a link to your Privacy Policy can be added in the “About” section. Privacy Policies can be in linked Google documents or written out in the social media post.
2. Consent / Collecting Phone Numbers
I. If your website has a web form with a phone number field, then it is mandatory to have an opt-in disclaimer (or SMS disclosure) under the form.[2]
i. Alternatively, you can remove the phone number submission field from the web form.
II. SMS Disclosures should be complete enough to enable the person viewing them to realize that they are consenting to receive messaging from the business, or provide a checkbox (that is required to be checked to submit the form) with a short consent statement so that users can explicitly opt-in to receive messages. The SMS disclosure should always have the following elements:
i. Include the STOP [and any other] keyword(s) that can be used to opt out of future messaging.
1. EXAMPLE: Reply STOP to unsubscribe.
ii. Include the HELP [and any other] keyword(s) that can be used to provide additional information about your business’s SMS policy.
1. EXAMPLE: Reply HELP for more information.
iii. Indicate that customers may incur charges for receiving and/or replying to text messages.
1. EXAMPLE: Message and data rates may apply.
iv. Include the Message Frequency (number of messages per month/week/etc. or message frequency varies, or recurring messages)
1. EXAMPLE: Message frequency may vary.
v. SMS Disclosure Examples:
By clicking "Submit", you agree to [BRAND NAME]’s Terms of Use and Privacy Policy. You consent to receive phone calls and SMS messages from [BRAND NAME] to provide updates on your order and/or for marketing purposes. [iv] Message frequency depends on your activity. [i] You may opt out by texting "STOP". [iii] Message and data rates may apply. [ii] Text “HELP” for more information.
By providing my contact information to [BRAND NAME], I acknowledge and give my explicit consent to be contacted via SMS and receive emails for various purposes, which may include marketing and promotional content. [iii] Message and data rates may apply. [iv] Message frequency may vary. [ii] Text “HELP” for more information, or [i] reply STOP to opt-out. Please refer to our Privacy Policy for more information.
☑ By clicking "Submit" I agree to receive recurring informational SMS, MMS, or Email messages from [BRAND NAME]. My click is my electronic signature, and I authorize [BRAND NAME] to send me text messages on my mobile phone or landline. I understand that consenting to receive SMS messages is not a condition of purchase or service. This is a standard rate subscription service available on most carriers, Msg & Data Rates May Apply. Additional information and be requested by texting HELP or sending an email to SUPPORTEMAIL@MYBRAND.COM. Messaging frequency will vary. Service will continue until the customer cancels. Subscriptions may be canceled by texting STOP or UNSUBSCRIBE. Further disclosure at Terms & Conditions and Privacy Policy (https://www.mybrandswebsite.com/privacy-policy).
4. Privacy PolicyI. Data sharing with third parties & affiliate marketing is strictly prohibited per 10DLC policy. A compliant Privacy Policy is mandatory for companies of all sizes, except Sole Proprietors.
i. The Privacy Policy must be clear that a customer’s Personally Identifiable Information (or PII) will not be shared or sold to third parties for the purpose of marketing. If any such verbiage is present, it should be removed.
1. EXAMPLES OF PROHIBITED LANGUAGE:
a. We may share or sell your data with third parties.
b. We may share your data with affiliates.
ii. If a business shares or sells information, the Privacy Policy must specify the reasons.
iii. If the Privacy Policy notes that the business does share or sell information to unaffiliated third parties for marketing purposes, the Privacy Policy could become compliant if:
1. The Privacy Policy specifies the reasons.
a. EXAMPLES:
i. If the business is sold or merged.
ii. Compliance with the legal requirements of the business.
iii. If the business has payment processing or other business operational responsibilities.
2. A statement indicating mobile information will not be shared.
a. EXAMPLE:
i. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
iv. The SMS disclosure must be included in the Privacy Policy as well, even though the disclaimer is present under the webform/contact page.
[1] Please note that the ecosystem is constantly improving the vetting criteria as it comes across additional types of violations. Please do not consider these best practices as a “catch-all” that will guarantee approval as long as you follow them all; instead, consider them as a baseline that illustrates the general direction of compliant, high-quality messaging that the ecosystem is moving towards.
[2] May require changes in your privacy policy.