How to Configure SMS Compliance Settings

What Are SMS Compliance Settings?

SMS Compliance Settings help ensure your text messages meet carrier requirements by automatically adding sender identification and opt-out instructions when they are missing from your outbound messages. This feature protects your deliverability, reduces the risk of messages being filtered or blocked, and maintains a consistent, trustworthy communication experience for your contacts.

Key Benefits

Enabling SMS Compliance Settings offers several advantages:

• Automatic Compliance: Adds required sender ID and opt-out language to the first message in a conversation if absent.
• Improved Deliverability: Meets carrier expectations, lowering the chance of messages being flagged or blocked.
• Brand Recognition: Clear sender identification helps contacts know who is messaging them, building trust.
• Scheduled Re-insertion: Optionally reapplies compliance text at regular intervals to maintain ongoing compliance.
• No Duplicates: Avoids adding opt-out language if it is already included in your message.

How to Configure SMS Compliance Settings

Follow these steps to set up and customize your SMS compliance options:

1. Log in to your CRM sub-account.
2. From the left menu, select Settings.
3. Click on the Phone Numbers tab.
4. Choose Messaging from the top menu bar.
5. Toggle Make SMS compliant by adding an opt-out message to ON.
6. Click Customize to edit the opt-out text.
7. Toggle Make SMS compliant by adding sender information to ON.
8. Toggle Enable periodic opt-out & sender info to ON to enable recurring insertion.
9. In the Include sender ID and opt-out message every [1–60] days field, enter a number between 1 and 60.
10. Click Customize to edit the sender identification text.
11. Click Save to apply your changes.

Tips and Guidelines

Keep these points in mind when configuring your settings:

• The first message in any SMS conversation will always include both sender ID and opt-out instructions if they are missing.
• Opt-out text is only added if not already present in your message.
• Users in trial mode, accounts under 15 days old, and those with restricted permissions may not be able to disable these settings.
• Use clear, simple wording for both opt-out and sender ID text. Avoid spam-like formatting, excessive emojis, or vague references.
• Common compliant opt-out keywords include: STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT.

Default Behavior

New sub-accounts have compliance settings enabled by default, while existing ones may need to be configured manually. Even with periodic insertion disabled, the first outbound message in a conversation will always include compliance text if missing.

Smart Detection

The system checks for existing opt-out phrases in your messages and will not add duplicate text. It looks for full phrases like “Reply STOP to unsubscribe” rather than single keywords used in normal context.