📥 Opt-In Process
For Birdseye Financial – SMS and Email Communications
✅ Purpose
This document outlines how Birdseye Financial obtains express written consent from users before sending marketing, appointment reminders, and service-related communications via SMS or email.
________________________________________________________________________
1. Opt-In Methods
a. Website Contact Forms
● Location: On https://www.birdseyefinancial.com, contact or consultation forms collect user data.
● Language Example (placed near the “Submit” button):
“By providing your phone number and email, you agree to receive text messages, phone calls, and emails from Birdseye Financial about services and offers. Message & data rates may apply. Reply STOP to unsubscribe.”
b. Landing Pages / Lead Generation Forms
● Embedded within social media campaigns or paid ads.
●Form includes checkboxes (non-pre-checked) that explicitly say:
“I consent to receive automated texts and calls from Birdseye Financial at the number provided.”
c. In-Person or Phone Opt-Ins
● During phone calls or meetings, agents read a verbal consent statement and record the date/time of consent.
● Example statement:
“Do we have your permission to send you texts or emails regarding your services with Birdseye Financial? Message and data rates may apply. You can opt out at any time.”
d. SMS Keyword Opt-In (Optional if applicable)
● Users text a keyword (e.g., “JOIN”) to a designated number.
● Auto-response confirms subscription:
“Thanks for joining Birdseye Financial alerts. Msg & data rates may apply. Reply STOP to cancel, HELP for help.”
________________________________________________________________________
2. Opt-In Recordkeeping
Birdseye Financial stores opt-in data via:
● CRM platforms (e.g., HubSpot, Salesforce, or other).
● Web form submissions tied to IP address and timestamp.
● SMS platforms with logs of consent keyword and opt-in time.
________________________________________________________________________
3. Opt-Out Process Users can revoke consent at any time by:
● Replying “STOP” to any SMS message.
● Clicking “unsubscribe” links in emails.
● Calling or emailing support at:
○ 📧 [email protected]
○ 📞 (360) 722-7889
________________________________________________________________________
4. Compliance This process follows:
● TCPA: Requires prior express written consent for SMS marketing.
● CTIA Messaging Principles: Opt-in transparency and message integrity.
● CAN-SPAM Act: Provides clear unsubscribe mechanisms for email.
________________________________________________________________________
5. Sample Compliance Message (SMS)
“Birdseye Financial: Your appointment is confirmed for Friday at 2PM. Msg&Data rates may apply. Reply STOP to opt out.”
✅ How to Implement Clear Opt-Out Mechanisms
🔹 1. SMS (Text Message) Opt-Out
a. Include “STOP” Instructions in Every Campaign Message
● Best Practice Template:
Birdseye Financial: Your consultation is confirmed for Tuesday at 10 AM. Reply STOP to cancel, HELP for help. Msg & data rates may apply.
b. Set Up Automatic Handling of STOP/HELP/UNSUBSCRIBE Keywords
● Use your SMS platform (e.g., Twilio, RingCentral, Podium, Simple Texting) to:
○ Automatically remove numbers when a user replies:
■ STOP, CANCEL, UNSUBSCRIBE, or QUIT
○ Respond with confirmation:
“You’ve been unsubscribed from Birdseye Financial messages. No further texts will be sent.”
c. Document Opt-Outs
● Store opt-out logs (timestamp, phone number, keyword) in your SMS platform or CRM.
● Ensure numbers are excluded from future messaging campaigns unless the user opts back in.
________________________________________________________________________
🔹 2. Email Opt-Out a. Always Include an “Unsubscribe” Link
● Every marketing or informational email must include a link that says:
“Click here to unsubscribe or manage your preferences.”
● This should:
○ Immediately remove the user from future email lists.
○ Require no login or complicated process.
For Birdseye Financial – SMS and Email Communications
✅ Purpose
This document outlines how Birdseye Financial obtains express written consent from users before sending marketing, appointment reminders, and service-related communications via SMS or email.
________________________________________________________________________
1. Opt-In Methods
a. Website Contact Forms
● Location: On https://www.birdseyefinancial.com, contact or consultation forms collect user data.
● Language Example (placed near the “Submit” button):
“By providing your phone number and email, you agree to receive text messages, phone calls, and emails from Birdseye Financial about services and offers. Message & data rates may apply. Reply STOP to unsubscribe.”
b. Landing Pages / Lead Generation Forms
● Embedded within social media campaigns or paid ads.
●Form includes checkboxes (non-pre-checked) that explicitly say:
“I consent to receive automated texts and calls from Birdseye Financial at the number provided.”
c. In-Person or Phone Opt-Ins
● During phone calls or meetings, agents read a verbal consent statement and record the date/time of consent.
● Example statement:
“Do we have your permission to send you texts or emails regarding your services with Birdseye Financial? Message and data rates may apply. You can opt out at any time.”
d. SMS Keyword Opt-In (Optional if applicable)
● Users text a keyword (e.g., “JOIN”) to a designated number.
● Auto-response confirms subscription:
“Thanks for joining Birdseye Financial alerts. Msg & data rates may apply. Reply STOP to cancel, HELP for help.”
________________________________________________________________________
2. Opt-In Recordkeeping
Birdseye Financial stores opt-in data via:
● CRM platforms (e.g., HubSpot, Salesforce, or other).
● Web form submissions tied to IP address and timestamp.
● SMS platforms with logs of consent keyword and opt-in time.
________________________________________________________________________
3. Opt-Out Process Users can revoke consent at any time by:
● Replying “STOP” to any SMS message.
● Clicking “unsubscribe” links in emails.
● Calling or emailing support at:
○ 📧 [email protected]
○ 📞 (360) 722-7889
________________________________________________________________________
4. Compliance This process follows:
● TCPA: Requires prior express written consent for SMS marketing.
● CTIA Messaging Principles: Opt-in transparency and message integrity.
● CAN-SPAM Act: Provides clear unsubscribe mechanisms for email.
________________________________________________________________________
5. Sample Compliance Message (SMS)
“Birdseye Financial: Your appointment is confirmed for Friday at 2PM. Msg&Data rates may apply. Reply STOP to opt out.”
✅ How to Implement Clear Opt-Out Mechanisms
🔹 1. SMS (Text Message) Opt-Out
a. Include “STOP” Instructions in Every Campaign Message
● Best Practice Template:
Birdseye Financial: Your consultation is confirmed for Tuesday at 10 AM. Reply STOP to cancel, HELP for help. Msg & data rates may apply.
b. Set Up Automatic Handling of STOP/HELP/UNSUBSCRIBE Keywords
● Use your SMS platform (e.g., Twilio, RingCentral, Podium, Simple Texting) to:
○ Automatically remove numbers when a user replies:
■ STOP, CANCEL, UNSUBSCRIBE, or QUIT
○ Respond with confirmation:
“You’ve been unsubscribed from Birdseye Financial messages. No further texts will be sent.”
c. Document Opt-Outs
● Store opt-out logs (timestamp, phone number, keyword) in your SMS platform or CRM.
● Ensure numbers are excluded from future messaging campaigns unless the user opts back in.
________________________________________________________________________
🔹 2. Email Opt-Out a. Always Include an “Unsubscribe” Link
● Every marketing or informational email must include a link that says:
“Click here to unsubscribe or manage your preferences.”
● This should:
○ Immediately remove the user from future email lists.
○ Require no login or complicated process.
