SMS A2P 10DLC Compliance Checklist (For Customers)

Use this checklist to ensure your organization is compliant and ready to send SMS messages in the United States using Qtrac.

✅ Before SMS Can Be Enabled

1. Brand Registration (One‑Time)

Confirm the following information is ready and accurate:

• ⬜ Legal organization name
• ⬜ Business type and physical address
• ⬜ EIN / Tax ID (must match business address)
• ⬜ Company website
• ⬜ Primary point of contact (POC):
  • Name
  • Title
  • Email
  • Phone number (reachable for approval)

✅ Qtrac submits this on your behalf.

✅ Campaign Registration (Per Use Case)

For each SMS use case, confirm:

• ⬜ Purpose of messages (e.g., alerts, notifications, queue updates)
• ⬜ Sample SMS message content
• ⬜ Expected message frequency
• ⬜ Description of how users opt in to receive messages

👉 SMS opt‑in is reviewed at this stage

✅ Mandatory SMS Opt‑In (Required)

If you collect phone numbers and send SMS messages, you must have an explicit opt‑in.

Confirm all of the following are true:

• ⬜ Opt‑in is visible at the point where the phone number is collected
• ⬜ Users clearly agree to receive SMS messages
• ⬜ “Message and data rates may apply” is stated
• ⬜ “Message frequency may vary” is stated
• ⬜ Opt‑out instruction included:
  • ⬜ Text STOP to unsubscribe
• ⬜ Help instruction included:
  • ⬜ Text HELP for assistance

✅ Required Links in the Opt‑In

Confirm your opt‑in includes links to:

• ⬜ Privacy Policy
• ⬜ Terms of Use

✅ Choose Your Policy Option

✅ Option 1: Use Qtrac Policies (Recommended)

• ⬜ SMS message identifies Qtrac as the provider (on behalf of your organization)
• ⬜ Privacy Policy links to Qtrac Privacy Policy
• ⬜ Terms of Use link to Qtrac Terms of Use

✅ Fastest approval, lowest risk

⚠️ Option 2: Use Your Own Policies

If you use your own website links, confirm:

• ⬜ Your Privacy Policy explicitly mentions SMS / mobile messaging
• ⬜ It explains how mobile data is used and shared
• ⬜ Language aligns with Qtrac’s SMS data‑handling practices

⚠️ Missing or unclear SMS language may cause campaign rejection.

✅ Existing vs. New Customers

Existing Customers

• ⬜ No action required unless:
  • Forms are updated
  • New SMS use cases are added
  • A new campaign is registered

New or Recently Live Customers

• ⬜ SMS opt‑in is implemented
• ⬜ Applies even if already live
• ⬜ Required for compliance and message delivery

✅ Final Verification

Before going live, confirm:

• ⬜ Opt‑in text is clear and user‑friendly
• ⬜ Checkbox or disclaimer is visible (not hidden)
• ⬜ All required elements are present
• ⬜ Policy links are accessible and correct

✅ Following this checklist helps ensure:

• Legal compliance
• Successful campaign approval
• Reliable SMS delivery
• A better end‑user experience

If you still have any questions and you need additional assistance please reach out to our Qtrac Support Team.