U.S. A2P business text messaging checklist

There are three main options when deciding how to get your message to users: short codes, toll-free, and local A2P. You can learn more about how to pick the right number for your use case here.

This kind of messaging is initiated by the end user, and feels more like a person-to-person conversation. If yes:

• Did the user initiate the conversation? Great! No other opt-in needed?
• Do you intend to continue texting them outside of the context of this initiated conversation? Don’t! The implied consent from the user only applies to the conversation initiated by them.

Informational text messaging includes account notifications, appointment reminders, etc., and requires express consent. If yes:

• Has the user given express consent via one of the following opt-in methods?
  • Text message confirmation
  • Verbal consent
  • Consenting via form, either written or digitally

Any text that is promoting or marketing a business in any way is considered promotional messaging and this type of messaging has the most stringent opt-in requirements. If yes:

• Has the user given express written consent via one of the following opt-in methods and the consent must be tracked and managed?
  • Manually checking a box on a web consent form
  • Manually checking a box on a written, signed consent form
  • Manually checking a clearly worded consent box on any other type of web form

Carrier relations can be complicated, so find a partner who will help you make sure your text messages are wanted traffic with proper opt-in practices.