ctia sms marketing short code compliance

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Is it important for you to follow the guidelines in the CTIA Short Code Compliance Handbook? Yes, as the CTIA does regular audits of text messaging campaign, based on the most recent guidelines found in the CTIA Short Code Compliance Handbook, which can be downloaded here: http://www.tatango.com/ctia-short-code-monitoring-handbook/. If a text messaging campaign is found to be in violation of any of the guidelines in the handbook, the text messaging campaign can be deactivated by the wireless carriers. That's why we created this free SMS marketing webinar, in which we cover how you can ensure that your SMS campaign is fully CTIA compliant. Watch a recorded version of the webinar here: http://get.tatango.com/webinar-ctia-short-code-best-practices If you're interested in reading more about CTIA short code compliance, http://get.tatango.com/guide-understanding-ctia-compliance be sure to download our free guide on this topic here: http://get.tatango.com/guide-sms-messaging Also, check out our free template to CTIA sms marketing compliance here: http://get.tatango.com/blueprint-tcpa-ctia-template

TRANSCRIPT

Page 1: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Understanding CTIA Requirements

Page 2: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Presenters

Derek Johnson - Tatango - @thederekjohnson

Derek Johnson is the founder and CEO of Tatango. He’s been

helping businesses with their SMS marketing strategies for the

last seven years.

Page 3: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Table of Contents

● CTIA, FCC & MMA

● Recurring V.S. One-Off Program

● Recurring Program Requirements

Page 4: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

CTIA, FCC & MMA

CTIA

● Created by the wireless carriers.

● In charge of enforcing SMS marketing practices.

● Mobile Commerce Compliance Handbook

● CTIA performs audits on SMS programs.

● Very specific in regards to text message marketing. (Msg&Data Rates, help &

stop commands, messaging frequency, links to terms & conditions, privacy

policies, etc.)

● CTIA guidelines aren't law, you can't be sued based on violating CTIA rules.

Page 5: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

FCC

● Federal Communications Commission.

● TCPA (Telephone Consumer Protection Act).

● The TCPA is law... federal law.

● The TCPA is all about businesses receiving permission from the consumer to

text message them, and the specifics around how this permission can be

gathered, and what is allowed after the permission from the consumer is

received.

Page 6: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

MMA

● Mobile Marketing Association

● Releases own best practices document.

● Similar to the Mobile Commerce Compliance Handbook that the CTIA puts out.

● The MMA best practices aren’t law, and aren't enforced by anyone.

● Creates industry confusion.

Page 7: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Recurring V.S. One-Off Programs

● If you're sending more than one message to mobile subscribers, your program

would be designated as a "recurring" program.

● If you're only planning on sending one message to each subscriber, your program

would be designated as a "one-off" program.

Page 8: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Recurring SMS Programs

Opt-In Messaging Requirements

● Mobile Opt-In

● Web Opt-In

Page 9: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Mobile Opt-In Messaging Requirements

● Recurring Program Description (You’ve subscribed

to receive recurring SMS offers)

● Opt-Out Instructions (Text STOP to cancel)

● Help Instructions (Text HELP for help)

● Cost Disclosure (Msg&data rates may apply)

Page 10: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Web Opt-In Messaging Requirements

● Business Name (Bob's Burgers)

● Response Command (Reply YES to receive

recurring SMS offers)

● Help Instructions (Reply HELP for help)

● Recurring Program Description (You’ve subscribed

to receive recurring SMS offers)

● Opt-Out Instructions (Text STOP to opt-out)

● Cost Disclosure (Msg&data rates may apply)

Page 11: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Messaging Requirements

● Business name (Bob's Burgers)

● Stop instructions (Text STOP to end)

● Don't forget the actual content in your message.

Page 12: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

HELP Requirements

● Business Name (Bob's Burgers)

● Recurring Program Description (You’re subscribed

to receive recurring SMS offers)

● Support Toll-Free Number or Website

(For more help, call 1-800-123-5678)

Page 13: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

STOP Requirements

● STOP, END, CANCEL, UNSUBSCRIBE, or QUIT

● Business name (Bob's Burgers)

● Confirmation (You've opted-out, and will receive

no further messages.)

Page 14: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Abbreviated Terms & Conditions Requirements

● Recurring Program Description (& subscribe to receive recurring SMS offers)

● Stop Instructions (Text STOP to opt-out)

● Cost Disclosure (Msg&data rates may apply)

● T&C/Privacy Policy Link (T&C/Privacy Policy www.bobsburger.com/sms-terms)

Page 15: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Abbreviated Terms & Conditions Requirements

Page 16: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Comprehensive Terms & Conditions

● Business Name (Bob’s Burgers)

● Recurring Program Description (You’re subscribed to receive recurring SMS offers)

● Cost Disclosure (Message and Data Rates May Apply)

● STOP Instructions (Text STOP to opt-out)

● HELP Instructions (Text HELP for help)

● Privacy Policy (We take privacy very seriously and agree not to share any of your

information with others)

Page 17: CTIA SMS Marketing Short Code Compliance

© 2014 Tatango, Inc. All rights reserved.

Comprehensive Terms & Conditions

Page 18: CTIA SMS Marketing Short Code Compliance

Questions?

Derek JohnsonCEO

Tatango@thederekjohnson

[email protected]

© 2014 Tatango, Inc. All rights reserved.