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Mini Law Lesson

Get Your Text Message House in
Order By October 16
Brian Heidelberger
bheidelb@winston.com
Twitter @briheidelberger
Info @ www.winston.com/bheidelberger
IMPORTANT DISCLAIMER
• I am not your attorney.
• This is not legal advice.

• Seriously … I’m not kidding

2
“Please stop making these
videos. You are doing a
disservice to the industry”

-F.T.C.
3
“Please stop making these
videos. They are embarrassing”

M.O.M.

4
What Happens On October
16?
• FCC revised rule passed in 2012 regarding sending
text messages
 Now requires stronger form of consent to send
marketing messages and additional disclosures
• Previously just needed express consent
• Now need express written (signed) consent
• Now must state “Consent to get texts not
req’d/condition of purchase”
• Very significant penalties and risk of class action
5
Two Types of Text Messages
• Transactional
 “You have been entered in our
sweepstakes”, “Your order will arrive
tomorrow”, “your flight has been
delayed”
• Marketing Messages
 “20% off today”, “New XX Now
Available”, “XX Tastes Better”
 Mixed Transactional and Marketing
6
Two Issues to Deal With
• Future Text Message
Registrations
• Current Text Message Database

7
Future Text Message
Registrations - Marketing
• Need express written (signed) consent
• Need to disclose “Consent to get texts
not req’d/condition of purchase”
• Consent can be via text or online
• Need signature
• Recommend double opt in

8
Future Text Message
Registrations - Transactional
• Need “express consent”
• Can be done via text or online
• Need to disclose that texts will be received
 By texting you will receive up to 3 texts about the
sweepstakes”

• We recommend “double opt in”
 Text to receive and sponsor sends a text
request to confirm the opt-in
9
Current Text Message
Database - Marketing
•Need express written (signed) consent
 Must include a signature (i.e., “Yes”)
•Need to disclose “Consent to get texts not
req’d/condition of purchase”
•Most likely, your current list isn’t compliant
•Should be re-upping consent periodically anyway
•Consider sending out a compliant text before October
16 to establish compliant opt-in:
 ‘Reply ‘Yes’ to sign to keep getting autodialed marketing
texts from XXX. Consent to get texts not req’d/condition of
purchase.”
10
Current Text Message
Database - Transactional
•No changes
•Need express consent
•If previously properly obtained express
consent can continue to send to them

11
Additional Requirements/Best
Practices When Getting Consent
(1) clearly describe program, not blanket opt-in;
(2) provide the name of the sender;
(3) provide opt-out instructions;
(4) indicate how many will be sent; and
(5) disclose additional carrier costs;
(6) give “help” instructions; and
(7) If a check box is used, it may not be prechecked
12
Additional Requirements Best
Practices When Sending Text
Messages
(1) Only send content described in the
initial opt-in request
(2) Include “assistance” language: “Text
STOP to stop (conf. msg will be sent) or
email XXX” and “Text HELP for help
(3) Include “data” language: “Msg & Data
rates apply”
13
Follow me on Twitter

@BriHeidelberger

14
More Mini Law Lessons
youtube.com/AdAge.com
&
youtube.com/BrianHeidelberger

15

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New Text Message Rules - Get Your Text Message House in Order

  • 1. Mini Law Lesson Get Your Text Message House in Order By October 16 Brian Heidelberger bheidelb@winston.com Twitter @briheidelberger Info @ www.winston.com/bheidelberger
  • 2. IMPORTANT DISCLAIMER • I am not your attorney. • This is not legal advice. • Seriously … I’m not kidding 2
  • 3. “Please stop making these videos. You are doing a disservice to the industry” -F.T.C. 3
  • 4. “Please stop making these videos. They are embarrassing” M.O.M. 4
  • 5. What Happens On October 16? • FCC revised rule passed in 2012 regarding sending text messages  Now requires stronger form of consent to send marketing messages and additional disclosures • Previously just needed express consent • Now need express written (signed) consent • Now must state “Consent to get texts not req’d/condition of purchase” • Very significant penalties and risk of class action 5
  • 6. Two Types of Text Messages • Transactional  “You have been entered in our sweepstakes”, “Your order will arrive tomorrow”, “your flight has been delayed” • Marketing Messages  “20% off today”, “New XX Now Available”, “XX Tastes Better”  Mixed Transactional and Marketing 6
  • 7. Two Issues to Deal With • Future Text Message Registrations • Current Text Message Database 7
  • 8. Future Text Message Registrations - Marketing • Need express written (signed) consent • Need to disclose “Consent to get texts not req’d/condition of purchase” • Consent can be via text or online • Need signature • Recommend double opt in 8
  • 9. Future Text Message Registrations - Transactional • Need “express consent” • Can be done via text or online • Need to disclose that texts will be received  By texting you will receive up to 3 texts about the sweepstakes” • We recommend “double opt in”  Text to receive and sponsor sends a text request to confirm the opt-in 9
  • 10. Current Text Message Database - Marketing •Need express written (signed) consent  Must include a signature (i.e., “Yes”) •Need to disclose “Consent to get texts not req’d/condition of purchase” •Most likely, your current list isn’t compliant •Should be re-upping consent periodically anyway •Consider sending out a compliant text before October 16 to establish compliant opt-in:  ‘Reply ‘Yes’ to sign to keep getting autodialed marketing texts from XXX. Consent to get texts not req’d/condition of purchase.” 10
  • 11. Current Text Message Database - Transactional •No changes •Need express consent •If previously properly obtained express consent can continue to send to them 11
  • 12. Additional Requirements/Best Practices When Getting Consent (1) clearly describe program, not blanket opt-in; (2) provide the name of the sender; (3) provide opt-out instructions; (4) indicate how many will be sent; and (5) disclose additional carrier costs; (6) give “help” instructions; and (7) If a check box is used, it may not be prechecked 12
  • 13. Additional Requirements Best Practices When Sending Text Messages (1) Only send content described in the initial opt-in request (2) Include “assistance” language: “Text STOP to stop (conf. msg will be sent) or email XXX” and “Text HELP for help (3) Include “data” language: “Msg & Data rates apply” 13
  • 14. Follow me on Twitter @BriHeidelberger 14
  • 15. More Mini Law Lessons youtube.com/AdAge.com & youtube.com/BrianHeidelberger 15