Configure Automatic Compliance Updates for SMS/MMS Messages
Maintaining regulatory compliance for SMS and MMS messaging can be challenging, particularly when managing multiple ongoing conversations. This guide explains how to set up automatic periodic updates for opt-out language and sender information, ensuring your messages remain compliant with carrier requirements and regulations like TCPA, CTIA, GDPR, and CCPA.
Understanding Automatic Compliance Updates
This feature automatically appends required opt-out instructions and sender identification to your SMS/MMS conversations at regular intervals you specify. Instead of manually adding compliance language to each message thread, the system handles this automatically, reducing administrative overhead and minimizing compliance risks.
Key Benefits
- Continuous Compliance: Required disclosures are periodically included in all active message threads
- Customizable Frequency: Set refresh intervals from 1 to 60 days (default is 30 days)
- Automated Operation: Works in the background without manual intervention
- Improved Deliverability: Maintains alignment with carrier guidelines to reduce spam filtering
- Enhanced Transparency: Consistently identifies your business and provides clear opt-out options
Configuration Steps
Follow these steps to enable automatic compliance updates:
Access Settings
From your CRM dashboard, navigate to the Settings menu in the left sidebar. This is where you manage system-wide configurations.
Open Phone Numbers Settings
Within the Settings menu, select Phone Numbers to access messaging, voice, and compliance settings for your connected phone numbers.
Navigate to Messaging Tab
Click the Messaging tab at the top of the Phone System page to access message delivery and compliance settings.
Open Messaging Compliance Section
Select the Messaging Compliance sub-tab to access compliance controls, including opt-out messaging and periodic automation settings.
Configure Opt-Out Message
Enable the "Make SMS compliant by adding an opt-out message" option. Enter your opt-out text (such as "Reply STOP to unsubscribe") and click Customize to edit the message if needed.
Set Sender Information
Enable "Make SMS compliant by adding a sender information" and enter your business name or signature. Use the Customize option to adjust text and placement.
Enable Periodic Updates
Toggle "Enable Periodic Opt-Out" to the on position. In the "Include Sender ID & Opt-Out Message Every [X] Days" field, select your preferred interval between 1 and 60 days. Click Save to apply your changes.
Optional Regional Restrictions
If applicable to your operations, you can enable the option to block messaging to Texas recipients or from Texas area-code numbers to comply with state-specific regulations.
Frequently Asked Questions
Does this update existing conversations?
No, the automation only applies to new and ongoing conversations moving forward. Previous messages remain unchanged.
How does the system determine when to add compliance information?
The system tracks message threads and automatically refreshes the compliance information based on the frequency interval you configure.
Can I disable this feature if I prefer manual compliance management?
Yes, you can disable the feature by toggling "Enable Periodic Opt-Out" off, though automated compliance is recommended for consistent protection.
How does this affect message deliverability?
Carriers may filter or block messages lacking proper sender identification or opt-out instructions. This feature helps maintain compliance to support optimal deliverability.