Differences

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--- boilerplate [2025/02/07 15:57] – created jim
+++ boilerplate [2025/02/12 20:57] (current) – jim
@@ Line 1: / Line 1: @@
 =====Boiler Plate Assets for 10DLC Compliance=====
 \\
-In both Terms of Service & Privacy Policy, remove any mention of the following keywords in reference to selling or sharing leads' information with a third party:\\
+In both Terms of Service & Privacy Policy, remove any mention of the following keywords in reference to selling or sharing leads' information with a third party: "share," Sell," "affiliate," or "third-party." \\
-"share," Sell," "affiliate," or "third-party."\\
 **Terms of Service**\\
 {Program Name}\\
@@ Line 21: / Line 20: @@
   - With business partners: We may share Your information with Our business partners to offer You certain products, services or promotions.
   - With other users: when You share personal information or otherwise interact in the public areas with other users, such information may be viewed by all users and may be publicly distributed outside.
-  - With Your consent: We may disclose Your personal information for any other purpose with Your consent.
+  - With Your consent: We may disclose Your personal information for any other purpose with Your consent.\\
+\\
+**User Consent** \\
+Brief - Your customers must opt in to receiving text/SMS messages from you.  It is vital that you implement a statement on your website or on paper forms if you do not have/use a website to notify them of this policy. \\
+Description: The primary purpose of the Opt-in Flow (or Call to Action - where end users provide their phone number and consent to receive SMS from you) and required disclosures is to ensure the end user consents to receive text messages and understands the nature of the program. The Opt-in Flow must be accessible by a 3rd party reviewer so it can be verified.\\
+Requirements:
+  * Program or product description
+  * Telephone number(s) from which messaging will originate
+  * Identity of the organization or individual being represented in the initial message
+  * Clear and conspicuous language about opt-in and any associated fees or charges
+  * Compliant privacy policy
+  * Other applicable terms and conditions (e.g., how to opt-out, customer care contact information
+  * Explain if the Call to Action is behind a login, not yet published publicly, is verbal, on paper. Provide a screenshot of the Call to Action in such cases. Host the screen shot on a publicly accessible website (like OneDrive or Google Drive) and provide the URL.
+  * Please indicate if disclosures are provided to end user in any language other than English and provide a translated copy in the Consent form for verification.
+       \\
+       \\
+**Verbal Consent**\\
+Sample Verbal Consent (Over the Phone or In-Person)\\
+Message Flow:\\
+  - When a customer [calls or walks] in to [phone number or office address] which is published at [url or how user learns number/address] The representative explains the consent process verbally:
+  - Agent asks would you like to receive [use case(s)] via sms? If customer says “yes” then agent says "By providing your phone number, you agree to receive SMS [Use Case(s)] from [Brand Name]. Message frequency may vary. Standard Message and Data Rates may apply. Reply STOP to opt out. Reply HELP for help. We will not share mobile information with third parties for promotional or marketing purposes.
+  - Once the customer verbally agrees, the phone number is recorded, and a confirmation SMS is sent:
+  - "You have agreed to receive SMS updates from [Brand Name]. Msg freq may vary. Std msg & data rates apply. Reply STOP to opt out, HELP for help."\\
+\\
+\\
+**Sample Published Opt-In**\\
+By signing up via text, you agree to receive recurring [use case(s)] messages from [company name] at the phone number provided.  Consent is not a condition of purchase.  Reply STOP to unsubscribe. Reply HELP for help.  Message frequency varies. Msg & data rates may apply.  View our Privacy Policy and Terms of Service.