In today’s mobile-first world, it’s critical to have a handle on SMS best practices. SMS messages offer a way to directly send customers delivery notifications, account alerts, and two-factor authentication, as well as marketing and other customer service messages.
However, it can be surprisingly complicated to send SMS. Rules, regulations, and restrictions vary by country and carrier, and with many providers, there’s rarely a direct route from the sender to receiver. Therefore, it’s important to choose the right SMS API provider who can provide the best features, carrier networks, and infrastructure to get your messages delivered consistently and correctly.
As a sender, there’s a lot you can do to maximize success. We’ve put together this SMS best practice FAQ guide so you can focus on content that captures your recipient’s attention – and worry less about the risk of delivery failure. Use this guide to help you craft, format, and send great messages.
SMS Best Practices: FAQs
What are the different types of SMS content?
The industry defines three main types of SMS content: Person-to-Person (P2P), Application-to-Person (A2P), and Promotional.
- P2P - A back-and-forth conversation that takes place via text. Examples include texting back and forth with a food delivery person or a ride-share driver, or taking an SMS survey where each question is followed by an answer.
- A2P - Informational messaging that occurs when a consumer gives their phone number to a business and asks to be contacted in the future. Examples include appointment reminders, welcome texts, and alerts sent by a business to fulfill a consumer’s request. In this case, the consumer must agree to receive texts when they give the business their mobile number.
- Transactional - Non-marketing messages that provide important information to customers, such as a welcome message, an order confirmation, or a shipping update.
- Promotional - Messages sent that contain a sales or marketing promotion. Any message that adds a call-to-action (such as a coupon code to an informational text) may place the message in the promotional category.
What are the different SMS source number types?
In the United States and Canada, three SMS number types are available:
- Long code with A2P support. This is a standard, local 10-digit number
- Toll-free numbers
- Short codes, five or six-digit numbers specifically for SMS/MMS messages to mobile phones.
The rest of the world (e.g., excluding the US and Canada), uses a Sender ID that appears on someone’s phone indicating who sent the SMS. These countries fall into three categories:
- Support dynamic sender ID - Customers can send messages using any preferred, compliant Sender ID.
- Require pre-registration of a sender ID - Customers must register their brand and provide documents applicable to the respective country before sending messages.
- Sender ID is not supported - An SMS will be delivered, but the sender ID used in the “From” field will be replaced with local numbers, short codes, or a generic code based on the country’s regulations.
What are the different types of opt-in consent?
As a sender, you must obtain proper consumer consent (opt-in) for each message, depending on the type of content sent to the consumer. There are three types of consent with which you should be familiar:
- Implied Consent - If the consumer initiates the text message exchange and the business only responds to each consumer with relevant information, then no verbal or written permission is required.
- Express Consent - The consumer gives permission for a business to contact them before the business sends a text message. Consumers can give permission over text, on a form or website, or verbally. Written permission also works.
- Keyword Consent - Keyword consent requires the consumer to signal their consent to receive text messages by having them text a specific “keyword” to a number. For example: Text START to 12345 to subscribe to alerts.
Before you write your message, make sure you’ve determined which content type, number type, and opt-in requirements suit your communication. This quick reference guide can help you determine what kind of message you have, what number to use, and how to get opt-in consent.
*10DLC A2P (AT&T and Verizon)
Implied ConsentExpress Consent
Implied ConsentExpress Consent
Express ConsentKeyword Consent
*You can find the full table in our SMS Best Practices Guide
How do I craft good message content?
Here are some tips that will make your content more valuable to recipients and less likely to be flagged as SPAM.
- Use one recognizable number - Each campaign should use one primary phone number. Using a single number for both text and voice calls is recommended.
- Use one recognizable domain name - Each campaign should be associated with a single web domain. Although a full domain is preferred, a URL shortener may be used to deliver custom links.
- Use natural language - You should use natural language in your messages, which means that you do not use non-standard spellings. For example, “H! h0w ar3__you do1ng?” is a nonstandard spelling.
- Set expectations on frequency - You should set the proper expectation with the consumer for message frequency. If you are sending five texts a month, then disclosing “5/msg a month” on the first interaction leads to a positive user experience.
What SMS message content should I avoid?
Carriers continuously monitor messages traveling through their networks. Content may be subject to review; knowing what types of content to avoid will keep your messages from being flagged. Here are the content types to avoid:
- Promotional messages on toll-free numbers
- Phishing messages that appear to come from reputable companies, but in fact trick consumers into revealing personal information,
- Fraud or scam messages that involve wrongful or criminal deception intended to result in financial or personal gain.
- Deceptive marketing messages that do not meet the standard held by the Federal Trade Commission’s (FTC) Truth In Advertising rules,
- S.H.A.F.T (sex, hate, alcohol, firearms, and tobacco) content is strictly forbidden on any number type.
- Sensitive content such as
- Betting related content - Game bet, lucky draw, etc
- Debt restructuring/refinancing offers
- Debt relief offers
- Payday loan offers
- Home loan offers
- Education loan offers
- Insurance quotes (unsolicited)
- Earn money from home job offers
What triggers a carrier review?
In addition to reviewing messages for disallowed content, carriers are also monitoring for disallowed sending practices. Avoid these disallowed sending practices which can trigger a review and result in the suspension of sending rights and more.
- Ignoring opt-out requests or other forms of opt-out avoidance (for instance, sending SMS from a new phone number from the same business)
- High opt-out rates A daily opt-out rate (total number of unique consumer phone numbers divided by the unique opt-outs that were sent messages within a 24-hour period) greater than 5% is flagged for monitoring. An opt-out rate of 10% or higher may result in immediate suspension of services.
- Snowshoe sending (applies to toll-free numbers only) or spreading messages across many source phone numbers, specifically to dilute reputation metrics and evade filters.
- Multiple numbers for similar content without first informing the carrier of the phone numbers ahead of time to have them excluded from this monitoring.
- URL cycling or the utilization of multiple destination URLs on the same message content for the specific purpose of diluting reputation metrics and evading filters.
SMS Best Practices: Key Takeaways to Remember
- It’s important to match your content with an approved SMS number type.
- Each SMS number type has different requirements for opt-in consent from the end-user.
- Consumers can revoke consent at any time and in any way. Consumer opt-out requests must be honored, whether they are made by phone call, email, or text.
- Carriers continuously monitor messages traversing their networks. They do not pre-approve or whitelist messaging content but may review any message content as part of an account review.
- Use of disallowed content can trigger an account review which may result in the suspension of sending rights; restriction of high-throughput access; the suspension of provisioning rights for new phone numbers; and/or suspension of all network services.
There are a lot of nuances to sending great SMS messages. This guide is just a quick overview of the basics. Download our SMS Best Practices Guide: A How-to Guide to Maximize Success for the US & Canada for even more insights and tips.