Text message opt-in: consent examples for business texting
Before you text customers, you need their agreement. See what a clear opt-in looks like, examples you can adapt and common mistakes.
On this page
Business texting works because customers read messages quickly. It only works well when they actually want them. A clear opt-in protects your customers, your delivery and your business.
What a good opt-in includes
- The name of your business.
- What kind of messages you will send, such as appointment reminders or order updates.
- How often you expect to send them.
- A note that message and data rates may apply.
- How to stop, for example by replying STOP.
- A link to your privacy policy.
Example: web form checkbox
'I agree to receive text messages from [Business name] about my appointments and orders. Message frequency varies. Message and data rates may apply. Reply STOP to opt out.' The box should be unticked by default.
Example: in-person or on the phone
'May we text you reminders about your appointment? You can reply STOP at any time.' Record the answer in your CRM with the date and the person who asked.
Example: first reply message
'Hi, this is [Business name]. You are signed up for appointment reminders. Reply STOP to opt out or HELP for help.'
Mistakes to avoid
- Buying lists of phone numbers and texting them.
- Hiding consent inside long terms.
- Pre-ticked consent boxes.
- Sending different types of messages from what people agreed to.
- Ignoring STOP requests.
Keep a record
Store the time, source and wording of each consent. You may need to show it to carriers or regulators. At Dialsyx, SMS is available on the USA and Canada plan after registration. Read our SMS messaging policy and the guide to A2P 10DLC registration.
This is general information and not legal advice.
Where to collect opt-in
- A tick box on your website form or checkout.
- A keyword text, such as texting START to a number.
- On paper at a counter or appointment sign-in.
- Verbally on a call, noted in your CRM.
Wording to avoid
- 'By using our site you agree to everything.' This is too vague.
- 'We may share your number with partners.' This can break trust and rules.
- 'Reply to continue' with no mention of stopping.
- Messages that promise one thing but send another.
Handling opt-outs
Customers should be able to stop at any time by replying STOP. When they do, confirm with one final message, stop all messages and record the opt-out. Never ask someone to explain why they left. Respecting opt-outs protects your reputation with customers and with carriers.
Frequently asked questions
Do I need consent for appointment reminders?
Rules vary by place and message type, and a clear opt-in is the safest habit.
How should I record consent?
Save the date, source and wording in your CRM.
What if someone replies STOP?
Stop texting them straight away and keep the opt-out on record.
Can I text people who gave me their number for a different reason?
Not necessarily. Use the message type they agreed to.
We build business calling for teams in the USA, Canada, the UK, Australia and Japan, with a browser phone and a built-in CRM. About Dialsyx
