SMS Consent & Opt-In Disclosure

1. Overview

OpBot is a SaaS platform for online coaches and consultants. When a coach publishes a funnel, leads (prospective clients) can fill out an application form on the coach's funnel page. During form submission, leads may opt in to receive SMS messages from the coach's business. This page documents the exact consent collection mechanism, the types of messages sent, message frequency, and how recipients can opt out.

2. How SMS Consent Is Collected

Consent is collected on the coach's application form page (URL pattern: opbot.io/c/{business}/{funnel}/apply). The form collects the lead's name, email, phone number, and answers to qualifying questions. Below the phone number field, an unchecked SMS consent checkbox appears with the following disclosure text:

• The checkbox is not pre-checked — the user must actively check it to opt in.
• If the checkbox is left unchecked, no SMS messages are sent to that lead.
• The checkbox only appears after the user enters a phone number.
• Consent records are stored with timestamp, IP address, user agent, and method (form_checkbox).
• An immutable consent audit log is maintained for TCPA 5-year retention compliance.

3. Types of SMS Messages Sent

Once a lead has opted in, they may receive the following automated SMS messages:

• Booking Confirmation — sent immediately after the lead books a call. Includes business name, CTIA-required disclosures, and opt-out instructions.
• 24-Hour Reminder — sent 24 hours before the scheduled call.
• 1-Hour Reminder — sent 1 hour before the scheduled call.
• Post-Call Follow-Up — sent after a completed call to check in.
• Nurture Check-Ins — up to 3 follow-up messages spaced over days/weeks for leads who haven't booked or who need further engagement.

4. Message Frequency

Message frequency varies based on the lead's interaction with the coach's funnel. A typical lead receives up to 10 messages per month. All messages are sent only during quiet hours (8:00 AM — 9:00 PM in the coach's timezone) in compliance with TCPA regulations.

5. Sample Messages

6. How to Opt Out

Recipients can opt out at any time by replying with any of the following keywords:

STOP · QUIT · END · CANCEL · UNSUBSCRIBE · STOPALL · OPTOUT · REVOKE

Upon receiving an opt-out keyword, the system immediately flags the lead as unsubscribed and no further SMS messages are sent. An immutable record of the opt-out is stored in the consent audit log. Recipients can re-subscribe by replying START or YES.

7. Help

Recipients can reply HELP or INFO at any time to receive assistance information. The auto-reply message is: “Reply STOP to unsubscribe. Msg&Data Rates May Apply.”

8. Data Handling & Privacy

• Phone numbers are stored solely for SMS delivery purposes.
• SMS consent records (timestamp, method, IP, user agent) are retained for 5 years per TCPA requirements.
• Message delivery logs and opt-out events are retained for audit purposes.
• SMS delivery is processed by Twilio, Inc. as a sub-processor. Phone numbers and message content are shared with Twilio solely for delivery.
• We do not share, sell, or provide mobile phone numbers or messaging consent data to third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from every category of information sharing described here and are never shared with any third parties beyond the delivery sub-processor named above.

For full details, see our Privacy Policy and Terms of Service.

9. Contact

For questions about SMS messaging, consent, or to request manual opt-out, contact us at support@opbot.io.