10DLC - Campaign Checklist

This article will be updated regularly to meet industry standards.
Last Compliance Update(s):

This is used for filling out fields after the use cases have been selected. 
The checklist reflects what compliant factors the Campaign Vetter's are looking for.

Submitting information in bullet-points or solely compliant information will be at high risk of decline by DCA.  

You may write your CTA in step-by-step or sequential segments (example: 1,2,3, etc.)

Campaign Description must have...

• This is referring to the outbound messages
• Make sure to explain each use case
  • Example: Customer Care and Account Notification:
    • Customer Care messages are... responses to clients follow-ups, discussions about possible service needs. or clients inquiries. 
    • Account Notification messages can be... regarding scheduling, invoicing notifications, or billing alerts. 

Call-To-Action must have...

1. Online Webform/Public Website (e.g., example.com/contact-us)
2. Login to Website (e.g., must login before purchase completion)
   
3. Physical Form (e.g., on-boarding documentation)
   
4. Verbal Conversation (e.g., employees have a script to follow)
   
5. Keyword Received (e.g., Text “SUPPORT” to 111-222-3333)
   

• Online Webform/Public Website: Must be direct link to webform. Homepage links will be at risk of rejection. 
• Login to Website: Must have screenshots of entire process opt-in process compiled into a PDF.
• Physical Form: Must have all SMS/MMS consent be uploaded to campaign media. 
  
• Verbal Conversation: A script must be uploaded for compliance validation.
  
• Keyword Received: Physical martial must be uploaded to campaign media. 
  

A copy of all physical opt-in collection material must be uploaded, if not available on a public website. 

1. Brand Name
   
2. Types of messages being sent. Should reflect selected use cases
1.  Example: customer care, account notification, etc...
   
3.  Message frequency disclosure
   
1. Example: Twice a week / 4 times a month / frequency may vary
   
4. "Message & Data Rates May Apply" disclosure
   
5. Help information /instructions (How can the consumer request assistance?)
   
1. Example: "Text HELP for help or call us at 111-222-3344"
   
6. Stop information/instructions (How can the consumer request to no longer receive messages?)
   
1. Example: "Text STOP to unsubscribe from SMS/MMS communications."
   

- A max of 5 media files can be uploaded to support CTA, Privacy Policy, and Terms & Conditions. 

- Each file has a max size limit of 10MB.

Below are optional points, but can increase the campaign's chances of approval. 

☐ Explain when a consumer should expect to receive their first message 

☐ When does messaging stop? 

• Example: Messaging continues until opt-out keyword is received, or we no longer conduct business with recipient)

Opt-In Message must have...

Opt-Out Message must have...

HELP Message must have...

Sample Messages must have...