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Before the First Message

For a US sales campaign, review the applicable TCPA consent and Do Not Call requirements before sending. Covered telemarketing robotexts require prior express written consent. Record what the customer agreed to, when they agreed, and where the permission was collected. See the FCC rules in 47 CFR § 64.1200.

An unfinished quote or checkout does not, on its own, establish permission to send marketing texts. Have counsel review the consent flow and the messages it covers.

Make Opt-Outs Work

Recognize STOP and other reasonable requests to revoke consent. Apply the request to the relevant sending systems so a scheduled follow-up does not reach someone who has opted out. The FCC rules cover revocation by reasonable means, not only a single keyword. Read the consent-revocation rule.

Check the Sending Rules

Set sending hours for the recipient's location. Review applicable federal and state restrictions, Do Not Call obligations, and the requirements of your messaging provider. Check these again when you add a market or change a campaign.

Test the Whole Journey

  • Can the team retrieve the consent record for a recipient?
  • Does an opt-out stop queued follow-ups across the systems sending on your behalf?
  • What happens when the customer's time zone is unknown?
  • Are the sender's identity and opt-out instructions clear?
  • Can your team review the messages and decisions afterward?

Use this as an operational checklist. Your legal team should confirm the rules for your audience, message type and jurisdiction before launch.

Reviewed September 21, 2026. This article covers US campaigns. Other markets require a separate review.

Written by Sellence. The team building the persuasion model for financial services.