Text Message Marketing Consent (Carrier 10DLC & TCR)

To use text message marketing, companies must comply with mobile carrier TCR (Trust, Compliance, and Registration) and 10DLC (10 Digit Long Code) regulations—specifically opt-ins on your website must implement certain consent and disclosure mechanisms when collecting a phone number for text message marketing.

Carrot sites have a one-click feature to automate this compliance for each form. Here we’ll show you how to use this built-in feature. If you’d prefer to add an opt-in checkbox manually, check out this tutorial.

Below we’ll guide you through assessing your need for this opt-in and how to achieve TCR/10DLC compliance for websites to the best of our knowledge.*

Preface: Consider Impact on Conversion Rates

It is important to note that our decade of conversion rate testing shows that adding more checkboxes and fields can decrease your form’s conversion rate. Knowing this, we do not enable this option by default. Consider asking for a phone number on your “Step-2 form” to ensure your initial opt-in flow is as simple as possible, and only activate this feature if you are planning to use text message marketing with these leads.

Step 1: Which Forms Accept Phone Numbers?

Understand which forms on your site collect a phone number, plan to locate each and enable the consent feature in the form settings:

Step One Form: If your website collects phone numbers, follow step 2 of this tutorial to implement pre-built TCR/10DLC compliant checkboxes to your form.
Step Two Form: If your initial form does not request a phone number, the opt-in consent checkbox is not required until the user progresses to a step that involves providing their phone number. If a phone number is collected on step 2 and not on step 1, follow step 2 of this tutorial to implement pre-built TCR/10DLC compliant checkboxes to your form.
Note: If no phone number is collected on either form, then no consent checkboxes are necessary in order to comply.

Step 2: Add Consent Checkboxes To Each Form

First, open your form list: go to Site Dashboard > Content > Forms
Click to open a form’s “Form Settings”
Here is an example of going to the Home Page’s form on a motivated seller template:

Enable both the SMS Consent Field and the Privacy Policy Consent Field beneath the Form’s Description.
(Both are necessary to fully comply with TCR/10DLC’s guidelines.)

Save: Scroll down and save your updated form settings
Verify: Return to your website to view the updated form and verify the checkboxes are visible

Repeat these checkbox activation steps for each form that accepts a phone number for SMS marketing purposes.

To help cover the varying requirements of CRMs that span across multiple industries, the text within consent fields are fully customizable with visual text–meaning you can add hyperlinks or adjust the style of the text within the consent form to align with your needs or CRM requirements.

Example Preview

**Front-end view of what this will look like on your site**

**Back-end view of what a lead will look like when submitted on your site after Consent is added**

Learn More:

Text Messaging Compliance Overview – General overview of 10DLC compliance.
The Campaign Registry – TCR Compliance Main Website
Terms and Conditions Guidance
Privacy Policy Guidance

Footnotes:

*This is built upon our knowledge of the current regulations and doesn’t ensure the approval of your brand or messaging campaign. Please remember to consult your messaging provider for any potential additional requirements they might have.