To help your business stay compliant with the Telephone Consumer Protection Act (TCPA) and carrier requirements, we have updated the consent process on all Offer Claim pages. These changes ensure that when a customer claims an offer, your business captures “Prior Express Written Consent” for marketing communications in a clear, documented, and legally sound manner.
What’s New?
We have implemented three primary updates to the user interface and logic of the Claim Offer workflow:
1. Mandatory Opt-In Checkbox
A new opt-in checkbox now appears on the lead capture form whenever a customer attempts to claim an offer.
- Unchecked by Default: To comply with “Express Consent” standards, the box is not pre-checked. Users must manually click it to opt into receiving marketing texts or emails.
- Active Action: This ensures that every lead in your database has taken a deliberate step to join your marketing list.
2. Standardized Legal Disclosure (Copy)
The text (legal copy) surrounding the Claim button has been updated with carrier-approved language. The disclosure now explicitly states:
“[ ]Receive special deals via SMS from {Business_Name}. Message frequency varies. Stop anytime by replying STOP. Msg rates may apply. See Terms”
- Why this matters: This specific language is required by major carriers (Verizon, T-Mobile, AT&T) to ensure your messages are delivered and not flagged as “unsolicited spam.”
3. Contact Status Logic
The system now tracks the specific moment consent was given:
- New Contacts: If a user does not check the box but completes the form, they will be added to your CRM as Unsubscribed for SMS. You can still see their details, but automated campaigns will not be sent to them.
- Existing Contacts: The system respects the most recent interaction. If a previously subscribed user interacts with a new offer, their consent status is re-verified and logged.
How to Verify the Update
You do not need to take any manual action to enable these changes; they have been applied globally to all active offers. To see them in action:
- Navigate to the Offers & Referrals section in your dashboard.
- Select an active offer and click Edit.
- Check the Preview version on the right hand side of your offer editor.
Best Practices for Compliance
- Don’t Bypass Consent: While the CRM allows you to manually “Opt-in” a contact, doing so without their explicit permission (via this checkbox or a written form) puts your business at risk of TCPA fines.
- Review Your Business Name: Ensure your business name is correctly set in Account Settings, as this name is automatically inserted into the legal disclosure text.
- Clear Value Proposition: Since the checkbox is no longer pre-checked, make sure your offer is compelling enough that users want to check the box to stay updated on future deals.