Writing a one-page SMS compliance policy for your team
What to include in a short internal policy for business texting, so everyone follows the same rules on consent, timing and opt-outs.
·2 min read
Compliance problems rarely come from bad intent. They come from people who were never told the rules. A short written policy fixes that.
Here is what to put on one page.
The essentials
Cover who you may text, when, what you may say and what to do when someone opts out.
- ✓Only text people who gave consent for that purpose.
- ✓Send within allowed local hours.
- ✓Identify the business in messages.
- ✓Honor STOP immediately.
- ✓Never text restricted content.
Assign responsibility
Name a person who answers questions and reviews campaigns before launch. People follow rules more reliably when they know whom to ask.
Review and refresh
Revisit the policy at least once a year and whenever regulations or your program change. Have new hires read and acknowledge it. This is general guidance, so consult a qualified attorney for your specific situation.
Putting it into practice
Make the policy something people will actually read. Use short sentences, concrete examples and a quick checklist reps can scan before launching a campaign. Include a section on what to do when something goes wrong, such as texting someone after they opted out or sending to a wrong list, so people report problems early instead of hiding them. Store the policy where the team already works and link to it from your onboarding materials. When you update it, tell people what changed and why. A policy that is easy to find, easy to read and easy to follow is far more valuable than a long document no one opens.
Key takeaways
- →Keep the policy to one page.
- →Cover consent, timing, content and opt-outs.
- →Name an owner for questions.
- →Review it yearly and consult counsel.
Put this into practice with Text2Sale
Import leads, create follow-up campaigns, organize replies, and connect texting, calling, and appointments in one workspace.
Frequently asked questions
Do small teams need a policy?
Yes. A short document is easy to write and helps even a team of two stay consistent.
Is this legal advice?
No. It is general information. Ask a qualified attorney about your specific obligations.