Ensure recipient phone numbers were not obtained through any form of deception
3
Confirm all recipient phone numbers are from individuals who have given explicit consent
4
Check if the list of recipient phone numbers are up-to-date and not on the Do-Not-Call list
5
Determine message sending frequency for the SMS campaign
6
Prepare the SMS campaign message
7
Ensure that SMS message includes a clear and conspicuous disclosure about the messages they will receive
8
Review SMS campaign message for adherence to the TCPA compliance rules
9
Approval: SMS Compliance Officer
10
Include a simple, no-cost way for recipients to opt-out of receiving further messages
11
Test the opt-out mechanism to ensure smooth function
12
Ensure that messages will only be sent between 8am-9pm according to recipient's local time
13
Identify process for immediate removal of opted-out recipients from the campaign list
14
Keep records of consent, campaign messages and opt-outs for minimum 4 years
15
Develop a plan to handle any potential complaints or violations
16
Approval: Legal Advisor
17
Set date for SMS campaign launch
18
Prepare training for employees involved in the SMS campaign
19
Train employees on TCPA compliance and campaign specifics
20
Launch SMS campaign
Gather recipient phone numbers for SMS campaign
This task involves collecting the phone numbers of individuals who will be the recipients of the SMS campaign. The phone numbers can be obtained through various channels such as online forms, sign-up sheets, or existing customer databases. It is important to ensure that the collection of phone numbers is done legitimately, without deceiving the individuals. The desired result is to have a comprehensive list of recipient phone numbers that can be used for the SMS campaign. The task may require the use of a form field to input the phone numbers.
Ensure recipient phone numbers were not obtained through any form of deception
This task is crucial to ensure that the phone numbers gathered for the SMS campaign were obtained in an ethical manner and without any deceptive practices. It is important to respect the privacy of individuals and only collect their phone numbers with their explicit consent. The desired result is to confirm that the phone numbers were legitimately obtained. The task may require a form field to document any evidence or proof of consent.
Confirm all recipient phone numbers are from individuals who have given explicit consent
This task involves verifying that all recipient phone numbers on the list have been given explicit consent by the individuals. It is important to ensure that the SMS campaign is only sent to individuals who have willingly agreed to receive messages. The desired result is to have a confirmed list of phone numbers with explicit consent. The task may require a form field to capture a yes/no response indicating whether explicit consent has been obtained for each phone number.
1
Yes
2
No
Check if the list of recipient phone numbers are up-to-date and not on the Do-Not-Call list
This task involves checking the list of recipient phone numbers to ensure they are up-to-date and not on the Do-Not-Call list. It is crucial to comply with regulations and avoid sending SMS messages to individuals who have opted out of receiving such communications. The desired result is to have an updated list of phone numbers that are not on the Do-Not-Call list. The task may require a form field to document the outcome of the check.
1
Up-to-date
2
Not on Do-Not-Call list
Determine message sending frequency for the SMS campaign
This task involves deciding on the frequency at which the SMS campaign messages will be sent to the recipients. It is important to strike a balance between keeping the recipients engaged and avoiding excessive messaging that could be seen as spam. The desired result is to establish the appropriate message sending frequency for the SMS campaign. The task may require a form field to capture the selected frequency from a list of options.
1
Once a week
2
Twice a month
3
Once a month
4
Every two months
5
Every three months
Prepare the SMS campaign message
This task involves composing the actual content of the SMS campaign message that will be sent to the recipients. It is important to keep the message concise, engaging, and relevant to the campaign objective. The desired result is to have a well-crafted SMS campaign message ready for sending. The task may require a form field to input the message text.
Ensure that SMS message includes a clear and conspicuous disclosure about the messages they will receive
This task involves reviewing the SMS message to ensure that it includes a clear and conspicuous disclosure about the types of messages the recipients will receive. It is important to provide transparency and manage recipients' expectations regarding the content of the messages. The desired result is to have a disclosure statement included in the SMS message. The task may require a form field to document any adjustments made to the message.
Review SMS campaign message for adherence to the TCPA compliance rules
This task involves reviewing the SMS campaign message to ensure that it complies with the rules and regulations of the Telephone Consumer Protection Act (TCPA). It is important to avoid any violations that could result in penalties or legal issues. The desired result is to have a reviewed SMS campaign message that meets TCPA compliance requirements. The task may require a form field to document any necessary modifications to the message.
Approval: SMS Compliance Officer
Will be submitted for approval:
Review SMS campaign message for adherence to the TCPA compliance rules
Will be submitted
Include a simple, no-cost way for recipients to opt-out of receiving further messages
This task involves including a simple and no-cost mechanism for recipients to opt-out of receiving further messages from the SMS campaign. It is important to provide recipients with the option to unsubscribe and respect their preferences. The desired result is to have an opt-out mechanism integrated into the SMS campaign. The task may require a form field to document the included opt-out method.
Test the opt-out mechanism to ensure smooth function
This task involves testing the opt-out mechanism included in the SMS campaign to ensure that it functions properly. It is important to verify that recipients can easily and effectively opt-out of receiving further messages if they choose to do so. The desired result is to confirm that the opt-out mechanism works seamlessly. The task may require a form field to document any issues encountered during the test.
Ensure that messages will only be sent between 8am-9pm according to recipient's local time
This task involves ensuring that the SMS messages will be sent to the recipients only between 8am-9pm based on their local time. It is important to respect the privacy and convenience of the recipients by limiting the hours of messaging. The desired result is to have a setting in place that ensures messages are sent within the specified time frame. The task may require a form field to capture the time zone information of the recipients.
1
Eastern Standard Time
2
Central Standard Time
3
Mountain Standard Time
4
Pacific Standard Time
5
Other
Identify process for immediate removal of opted-out recipients from the campaign list
This task involves identifying a process or procedure to immediately remove recipients who have opted out of receiving further messages from the SMS campaign. It is important to promptly honor recipients' preferences and ensure that they no longer receive any messages. The desired result is to have a well-defined process in place for the removal of opted-out recipients. The task may require a form field to document the details of the process.
Keep records of consent, campaign messages and opt-outs for minimum 4 years
This task involves maintaining records of all consent obtained, campaign messages sent, and opt-outs received for a minimum period of 4 years. It is important to have a record-keeping system in place to comply with regulations and address any potential disputes or inquiries. The desired result is to have a documented record of all relevant information. The task may require a form field to document the storage location or system used for record-keeping.
Develop a plan to handle any potential complaints or violations
This task involves developing a plan or strategy to handle any potential complaints or violations related to the SMS campaign. It is important to be prepared and proactive in addressing any issues that may arise to maintain compliance and protect the reputation of the organization. The desired result is to have a well-thought-out plan for managing complaints or violations. The task may require a form field to document the key steps or actions outlined in the plan.
Approval: Legal Advisor
Will be submitted for approval:
Ensure recipient phone numbers were not obtained through any form of deception
Will be submitted
Set date for SMS campaign launch
This task involves setting a specific date for the launch of the SMS campaign. It is important to establish a target launch date to ensure proper planning and coordination. The desired result is to have a clear launch date for the SMS campaign. The task may require a form field to input the selected date.
Prepare training for employees involved in the SMS campaign
This task involves preparing training materials or resources for employees who will be involved in the SMS campaign. It is important to ensure that all employees understand their roles, responsibilities, and the compliance requirements associated with the campaign. The desired result is to have comprehensive training materials ready for the employees. The task may require a form field to document the key topics or contents of the training.
Train employees on TCPA compliance and campaign specifics
This task involves providing training to employees on TCPA compliance regulations and the specific details of the SMS campaign. It is important to ensure that all employees are knowledgeable about the compliance rules and understand how to execute the campaign effectively. The desired result is to have well-trained employees who are aware of the compliance requirements and ready to execute the campaign. The task may require a form field to document the training methods used or any additional resources provided.
Launch SMS campaign
This task involves officially launching the SMS campaign, sending the messages to the designated recipients. It is important to ensure that all the necessary preparations have been made and that the campaign is ready for execution. The desired result is to successfully launch the SMS campaign. The task may require a form field to document the launch confirmation or any relevant notes.
