Text Registration: Opt-In Language and Privacy Policy Templates
This article provides the vetted opt-in language and privacy policy templates Levitate accounts use to pass text registration. Both are required for compliance — you need a compliant privacy policy on your website plus compliant opt-in language wherever you collect phone numbers. Copy and paste from below. For the overview of registration and the four-step path (including the pre-flight checklist), see Text Registration: Overview and Getting Started.
How to use these templates
Levitate's text registration form will submit your registration directly to The Campaign Registry and to our upstream carrier. We have vetted the language below with the carrier — please use it verbatim, updating only your business, non-profit, or campaign name. Do not change or omit other wording (including the STOP/HELP instructions, "message and data rates may apply," "message frequency may vary," and the consent disclaimer).
Note: Offline Verbal Scripts should ONLY be provided if there is no form on your website collecting phone numbers. Submitting an Offline Verbal Script when phone numbers are being collected through a site's contact form will fail the account by default.
How online forms should be formatted
These rules apply to the online form opt-in language for any of the account types below.
Is the phone-number field required on the form?
If the field cannot be made non-required, a checkbox (or some way for the consumer to choose not to opt-in for texting) is required. Start the opt-in language with "By checking this box."
Is the phone-number field not required on the form?
If the phone-number field is optional, the consumer already has the ability to provide their number or not — a checkbox is not strictly required. Generally folks will provide their phone number, and a checkbox for affirmative consent is still a nice-to-have. If there is no checkbox, start the opt-in language with "By providing my phone number" or "By submitting this form."
Businesses or organizations not collecting donations
Insurance, Financial, Legal, Home Services, Mortgage, Real Estate, and other businesses that do not collect donations as a primary source of income can use this language.
Offline verbal script
Business Name will be collecting opt-in verbally from their contacts. They will be able to opt-in to receive messages either in person at their physical location, or over a phone call if they call. When they speak for the first time, they will be asked to provide their phone number, and staff is trained to ask if they would like to opt-in to SMS-based marketing, updates, and informative messages. They will be verbally informed that "message and data rates may apply," "message frequency may vary," and they can "text HELP for support or more information and STOP to unsubscribe at any time." They will also be informed that their phone number will not be shared with third parties for marketing or promotional purposes. Privacy Policy and Terms & Conditions have been provided in the TCR registration form under Call to Action/Message Flow.
Once opting-in verbally a text will be sent, and it will include the same opt-in language provided verbally. It will give the contact another option to opt-in or opt-out.
This is Business Name. Reply YES to confirm you want to receive marketing, updates, and informative SMS messages. Message frequency may vary, and message and data rates may apply. Consent is not a condition of purchase. You can reply STOP at any time to unsubscribe or opt-out, or HELP for help.
Online form opt-in language
By checking this box/submitting this form/etc., you consent to receive marketing, updates, and informative SMS messages from Business Name at the number provided. Consent is not a condition of purchase. Message & data rates may apply. Message frequency varies. Unsubscribe at any time by replying STOP or Reply HELP for help. Privacy Policy link.
Non-profits and organizations collecting donations
This language is specifically for non-profits and organizations that collect donations. If your account is not collecting donations in any way through its website, default to the business language above — marketing, updates, and informative texts, even for volunteer asks. Donations need to be specifically named in opt-in language for accounts that collect them.
Offline verbal script
Non-Profit Name will be collecting opt-in verbally from their contacts. They will be able to opt-in to receive messages either in person at their physical location, or over a phone call if they call. When they speak for the first time, they will be asked to provide their phone number, and staff is trained to ask if they would like to opt-in to SMS-based donation and volunteer requests, updates, and informative messages. They will be verbally informed that "message and data rates may apply," "message frequency may vary," and they can "text HELP for support or more information and STOP to unsubscribe at any time." They will also be informed that their phone number will not be shared with third parties for marketing or promotional purposes. Privacy Policy and Terms & Conditions have been provided in the TCR registration form under Call to Action/Message Flow.
Once opting-in verbally a text will be sent, and it will include the same opt-in language provided verbally. It will give the contact another option to opt-in or opt-out.
This is Non-Profit Name. Reply YES to confirm you want to receive donation and volunteer requests, updates, and informative SMS messages. Message frequency may vary, and message and data rates may apply. Consent is not a condition of donation. You can reply STOP at any time to unsubscribe or opt-out, or HELP for help.
Online form opt-in language
By checking this box/submitting this form/etc., you consent to receive donation and volunteer requests, updates, and informative SMS messages from Non-Profit Name at the number provided. Consent is not a condition of donation. Message & data rates may apply. Message frequency varies. Unsubscribe at any time by replying STOP or Reply HELP for help. Privacy Policy link.
Political campaigns
For Section 527 (PAC / Campaign Committee) organizations.
Offline script
Campaign Name will be collecting opt-in verbally from their contacts. They will be able to opt-in to receive messages either in person at their physical location, or over a phone call if they call. When they speak for the first time, they will be asked to provide their phone number, and staff is trained to ask if they would like to opt-in to SMS-based campaign updates, volunteer requests, and donation requests. They will be verbally informed that "message and data rates may apply," "message frequency may vary," and they can "text HELP for support or more information and STOP to unsubscribe at any time." They will also be informed that their phone number will not be shared with third parties for marketing or promotional purposes. Privacy Policy and Terms & Conditions have been provided in the TCR registration form under Call to Action/Message Flow.
Once opting-in verbally a text will be sent, and it will include the same opt-in language provided verbally. It will give the contact another option to opt-in or opt-out.
This is Campaign Name. Reply YES to confirm you want to receive campaign updates, volunteer requests, and donation requests. Consent is not a condition of donation. Message frequency may vary, and message and data rates may apply. You can reply STOP at any time to unsubscribe or opt-out, or HELP for help.
Online form opt-in language
By checking this box/submitting this form/etc., I have consented to receive campaign updates, volunteer requests, and donation requests from Campaign Name at the number provided. Consent is not a condition of donation. Message & data rates may apply. Message frequency varies. Unsubscribe at any time by replying STOP or Reply HELP for help. Privacy Policy link.
Privacy Policy
Every account submitting for text registration must have a privacy policy on its website — no exceptions. We recommend using the full privacy policy below verbatim, as we have vetted it with our upstream carrier. Failure to provide a compliant privacy policy will lead to a failed registration.
Privacy policies need to be accessible. Don't bury them on a page within a page within a page. Most approved accounts publish their privacy policy in the footer of the website or as its own page.
Full version
Privacy Policy
Welcome to our website. We value your privacy and are dedicated to protecting your personal data. This privacy policy outlines how we collect, use, store, and protect your personal data, and your rights concerning this data. We do not share your data with third parties for marketing or promotional purposes.
1. Data Sharing and Disclosure
We do not share your personal data with third parties for marketing or promotional purposes. We may share your data with third parties only in the following circumstances:
- Service Providers: With third-party service providers who perform functions on our behalf, such as IT service providers, data storage providers, and telecom service providers
- Legal Obligations: When required by law or to respond to legal processes.
- Protection: To protect our rights, property, and safety, or that of our customers and others.
2. Data We Collect
We collect various types of personal data, including:
- Identity Data: First and last name.
- Contact Data: Email address, phone number, billing and delivery address
- Technical Data: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform.
- Usage Data: Information about how you use our website, products, and services.
- Marketing and Communications Data: Your preferences in receiving marketing from us and your communication preferences.
3. Methods of Data Collection
We collect personal data using various methods, primarily through forms on our website:
- Direct Interactions: You provide your personal data when you fill out forms, create an account, subscribe to our services, request marketing materials, or give us feedback.
- Automated Technologies: As you interact with our website, we may automatically collect technical data about your equipment, browsing actions, and patterns. We collect this data using cookies, server logs, and other similar technologies
4. How We Use Your Personal Data
We use your personal data for the following purposes:
- SMS Program: If you opt into our SMS program, we will send you messages regarding our services, updates, policies, and promotional offers. You will receive messages about product updates, service notifications, and special offers. You can opt out at any time.
- Service Provision: To perform the contract we are about to enter into or have entered into with you.
- Marketing and Communications: To send you marketing materials and communicate with you about our services.
- Prospecting: To analyze your data to understand your preferences and prospects for new clients.
- Customer Support: To respond to your inquiries and provide support.
5. Data Storage, Maintenance, and Protection
We implement appropriate security measures to protect your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. These measures include:
- Data Encryption: Encrypting personal data to protect it from unauthorized access.
- Access Controls: Limiting access to personal data to authorized personnel only.
- Regular Security Assessments: Conducting regular security assessments to identify and mitigate potential vulnerabilities.
6. Your Rights You have the following rights regarding your personal data:
- Access: You can request access to the personal data we hold about you.
- Correction: You can request correction of any incomplete or inaccurate data we hold about you.
- Erasure: You can request deletion of your personal data where there is no good reason for us to continue processing it.
- Objection: You can object to the processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation that makes you want to object to processing on this ground.
- Restriction: You can request restriction of processing of your personal data.
7. Opt-Out Options and Mobile Information
You have the right to opt out of receiving marketing communications from us at any time by:
- SMS: Replying "STOP" to any SMS message you receive from us. Email: Clicking the "unsubscribe" link in any email you receive from us.
- Account Settings: Updating your preferences in your account settings on our website.
More on mobile information usage, collection, and privacy
- Our SMS program provides updates, notifications, and promotional messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service.
- We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances. However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.
- You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at [INSERT YOUR PHONE NUMBER].
- Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying "STOP" to any of our messages or by contacting us directly at [INSERT YOUR PHONE NUMBER]. Opting out will not affect your other interactions with our services.
8. Changes to this Privacy Policy
We may change this Privacy Statement from time to time when necessary to reflect changes in our Services, how we use personal information, or the applicable law. If we make changes, we will revise the "Last Updated" date at the top of the statement. If we make material changes, we will provide you with notice or obtain consent regarding such changes as may be required by law. We encourage you to review the Privacy Statement whenever you access the Services or otherwise interact with us to stay informed about our privacy practices and the ways in which you can exercise choice over these practices. The practices described in this Privacy Statement are subject to applicable laws in the locations in which we operate.
Mobile Compliance Add-On version
If, for compliance or other regulatory reasons, you are unable to fully replace your privacy policy, here's the key to mobile compliance. Heads up: our upstream carrier will not bend on restrictions for privacy policy compliance, and if other pieces of your privacy policy do not complement what is listed below, your registration will likely fail.
Opt-Out Options and Mobile Information
You have the right to opt out of receiving marketing communications from us at any time by:
- SMS: Replying "STOP" to any SMS message you receive from us. Email: Clicking the "unsubscribe" link in any email you receive from us.
- Account Settings: Updating your preferences in your account settings on our website.
More on mobile information usage, collection, and privacy
- Our SMS program provides updates, notifications, and promotional messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service.
- We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances. However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.
- You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at [INSERT YOUR PHONE NUMBER].
- Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying "STOP" to any of our messages or by contacting us directly at [INSERT YOUR PHONE NUMBER]. Opting out will not affect your other interactions with our services.
Registration red flags 🚩
What will keep me from passing registration with the upstream carrier?
- No opt-in language on your form collecting phone numbers! Automatic failure.
- No privacy policy! Automatic failure.
- No website or web presence. A landing page will do — the website provided just needs to be accessible and secure.
- Submitting an offline verbal script when collecting numbers on your site. If you are collecting numbers on your site, you must disclose the URL and make sure the form is compliant.
- Forced Consent: If you are collecting phone numbers on an online form and there is no way for the consumer to choose not to receive text messages from you, even if they want to provide their phone number. The best choice here is to have a checkbox that allows consumers to affirmatively opt in to receiving text messages from you.
- Non-precise language: the opt-in and privacy policy language above has gotten hundreds, if not thousands, of our clients registered to text. It has been vetted by our upstream carrier, and we highly recommend that you use it, verbatim, on your website and registration form.
- For non-profits and orgs collecting donations: no mention of donation requests in your opt-in language.
- For businesses: no mention of marketing in your opt-in language.