SMS Opt-In Verification & Documentation

Comprehensive SMS consent process for Smart Lead Forms

SMS Opt-In Process Documentation

Overview

Smart Lead Forms is a lead management platform that sends SMS notifications to sales representatives when new leads are received. All SMS opt-in processes are TCPA-compliant and include explicit consent mechanisms.

SMS Opt-In Methods

1. User Registration Form

When sales representatives create accounts or update their profiles in the dashboard, they can opt-in to SMS notifications.

Required Disclosures Included:

✓ Brand name: Smart Lead Forms
✓ Message frequency: "Varies based on lead activity"
✓ "Message and data rates may apply"
✓ Links to Terms of Service and Privacy Policy
✓ Reply STOP to unsubscribe
✓ Reply HELP for support

2. Dashboard Notification Settings

Users can manage their SMS notification preferences from their dashboard settings at any time.

Location:

Dashboard → Representatives → Add/Edit Rep → SMS Notifications Checkbox

3. Public Opt-In Verification Page

This page (smartleadforms.com/sms-opt-in-verification) provides explicit consent verification for users.

Features:

Phone number input with validation
Explicit consent checkbox
Complete TCPA disclosure notice
IP address and timestamp logging

SMS Message Examples

LEAD NOTIFICATION SMS:

🎯 New Lead from Contact Form Name: John Doe Email: [email protected] Phone: (555) 123-4567 View: smartleadforms.com/dashboard/leads Reply STOP to unsubscribe. Msg&data rates may apply.

HELP RESPONSE:

Smart Lead Forms - Lead Management Platform. For support, visit smartleadforms.com/support or smartleadforms.com/contact. Reply STOP to unsubscribe. Message & data rates may apply.

STOP CONFIRMATION:

You have been unsubscribed from Smart Lead Forms SMS notifications. You will not receive further messages. To resubscribe, update your notification settings in your dashboard at smartleadforms.com. Reply HELP for assistance.

Technical Implementation

STOP Handling

Recognizes: STOP, UNSUBSCRIBE, CANCEL, END, QUIT
Updates database immediately
Sends confirmation message
No further messages sent

HELP Handling

Recognizes: HELP, INFO, SUPPORT
Provides support contact information
Includes opt-out instructions
Links to website resources

TCPA Compliance Summary

Express written consent required
Clear brand identification in all messages
Message frequency disclosed upfront
Opt-out instructions in every message

STOP requests honored immediately
HELP keyword provides support info
Links to Terms and Privacy Policy
Transactional message purpose only

SMS Consent Verification

Complete this verification to receive text message notifications

Phone Number

I consent to receive SMS messages from Smart Lead Forms and its representatives regarding lead notifications, updates, and communications. I understand that message and data rates may apply, and I can opt-out at any time by replying STOP.

TCPA Compliance Notice

By providing your phone number and checking the consent box above, you are expressly consenting to receive automated SMS messages from Smart Lead Forms to the phone number provided.

Message Frequency: Message frequency varies based on your form activity and settings.

Message & Data Rates: Standard message and data rates may apply depending on your carrier.

Opt-Out: You may opt-out at any time by replying STOP to any message. For help, reply HELP or contact us at smartleadforms.com/contact.

Privacy: Your information will be handled in accordance with our Privacy Policy.

Need assistance? Contact our support team at Support Center

Your Privacy Matters

We respect your privacy and will only send messages related to your lead notifications and account updates.

Stay Connected

Receive instant SMS notifications when new leads are assigned to you or when important updates occur.

Easy Opt-Out

You can opt-out at any time by replying STOP to any message. No questions asked, no hassle.