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CAMPAIGN Via the Manual Set up Method[ Contact Form]

Please note: When using the contact/lead form method, the chat widget must not collect the phone number,

Points to remember

The use case description must match the consent check box on the website contact form on the website.

Points to remember:
DBA call out: IF the legal business name is ABC LLC and the friendly business name is XYZ.
Then your name would be ABC LLC DBA XYZ.
The same should be updated in the below mentioned 6 places.

Here are some Sample consent check boxes you can Use.

Non-Marketing/transactional: By checking this box, I consent to receive transactional and service-related SMS messages from [Company name DBA] including Appointment reminders and confirmation, Service confirmations, account notifications, Customer support sms and information related to services I have requested.

Message frequency may vary. Message and data rates may apply.

Reply HELP for help or STOP to opt out at any time

Marketing/Promotional: By checking this box, I consent to receive marketing and promotional SMS messages from [Company name DBA], including special offers, discounts, announcements, and updates. Message frequency may vary. Message and data rates may apply.

Reply HELP for help or STOP to opt out at any time.

The above statements have use cases and those are highlighted.

Use case description template-This is just an example, Please add the use cases as per your business requirements.
[Business name] sends occasional SMS messages to opted-in users for informational and service purposes. These messages may include Appointment reminders and confirmation, Service confirmations, account notifications, Customer support sms and information related to services I have requested. Consent is obtained through customer-initiated sign-ups that clearly disclose messaging intent and opt-out instructions. We occasionally send marketing messages regarding special offers, discounts,announcements, new product updates. Message frequency varies. Message & data rates may apply. Text help for assistance. The customer can reply STOP to unsubscribe at any time.

Points to remember:
In case when you registered the brand the website URL was abc.com but when you are submitting the campaign if the opt-in is on a different URL. Then we recommend adding the below statement at the end of the below section,
"Please refer to {insert link} to view the customer's business, as this is the most up-to-date website for their business."

Please refer to the below options to check if your privacy policy and terms and conditions on the website are complaint.

Terms and Conditions

Click below to check the Complaint Terms and conditions format

Privacy Policy

Click below to check the Compliant Privacy Policy Format

Campaign Use Case:
Which would you select?

If the contact form on the website has two consent check boxes that is marketing and non marketing then your use case description would be "Low Volume Mixed".
If the business mentioned in the contact form states that this campaign is only used to send non-marketing/ Transactional messages then the use case description would be "Customer Care".
If the business mentioned in the contact form states that the campaign is only used for makerting/promotional messages then the Use case description would be "Marketing".