Understanding SMS Opt-in
For businesses using LeadOps, verifiable and explicit consent is required before communicating with leads via text message. This page outlines the consent process and standard policies you must follow.
1. Opt-in Methods
We actively support three common methods for securing contact consent:
Web Form Checkbox & Disclosure
When a client fills out an intake form online, they must check an un-checked (opt-in) box placed alongside a clear disclosure message stating the nature of the messages they will receive.
Keyword Text-in
When a client initiates contact by texting a specific keyword (e.g., START or INFO) to your business phone number, their action constitutes express consent for communications pertaining to that keyword.
Phone-call Consent
If a lead agrees over a live phone call to receive follow-up information via text, consent has been granted. We highly recommend obtaining written or electronic confirmation of this verbal agreement immediately afterward.
2. Example Disclosure Block
When building your contact forms, the following template is recommended for your opt-in compliance checkbox. Feel free to copy and adapt it by inserting your actual business name:
3. Opt-out Handling
LeadOps respects and mechanically enforces carrier-level opt-out keywords.
- When your contact replies STOP, our system immediately blocks further outbound texts to their number on your behalf.
- A contact can re-enable communications strictly by replying START.
4. Prohibiting Sensitive Information
Important: Do not request or send sensitive medical info.
LeadOps notifications must be used strictly for scheduling and general service communications. Avoid discussing strict medical histories or requesting Personal Health Information (PHI) via SMS.