Overview
Text or SMS (Short Message Service) messaging is one of the most effective and efficient ways to connect with your prospects and members. It allows you to reach them quickly, keep them engaged, and strengthen relationships.
However, text messaging is also highly regulated due to the fact that spam texts have become a part of everyday life. In fact, there has been a 500% increase in complaints of unwanted texts to the FCC (Federal Communications Commission) (1). Mobile users who receive lots of spam or other unwanted messages may decide to start opting out of or ignoring all messages from businesses, even legitimate ones that follow all rules and best practices. Due to these regulations, it’s important to use the system responsibly and compliantly.
This guide is designed to help you use ClubOS’s SMS/Texting system compliantly and reliably.
- NOTE: This is not an exhaustive list of rules or requirements. Regulations are updated regularly, and this article will be revised as new information becomes available.
Creating a Successful Text Campaign
The keys to creating a successful Text Campaign come down to two concepts: Consent and Content.
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Consent: A consumer has agreed to receive marketing or promotional texts from your business.
- This is a requirement under laws like the TCPA (Telephone Consumer Protection Act), to protect consumers from unwanted or unsolicited text messaging.
- It is not assumed just from simply having a person's phone number, that we can send them a text.
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We must have a clear action (like texting a keyword, or checking a box) that informs them about the types of messages that they will receive.
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Content: We can send exciting messages about our business or service to the Prospects and Members, but we must take care to avoid spam-like behavior by:
- Telling the prospect and member who we are.
- Avoiding spam-like links and behaviors over text messaging.
- Respecting the prospect or member timing and amount of text messaging that we send.
Consent / Opt-in
Gathering consent to text your prospects and members is the best way to reach your clients via Text without interruption. ClubOS helps you gather consent through an opt-in option when your prospects sign up for more information about your club. You can find our opt-in language on many ClubOS forms, like:
- The Digital Guest Waiver
- ClubOS-provided web forms
- Online Booking Links

Gathering the Text Message Opt-in confirms with the client that they understand that they will receive text messages from your club. It also allows prospects and members to tell the system if text messages are not the best way to reach them.
If you own a cell phone that can receive texts, you likely already know how important it is to be able to control how and when you are contacted. Our Prospects and Members are no different. It is important to foster a positive relationship from the start, and the opt-in is one way to avoid being blocked.
Mobile users find support from telecom operators, whose sophisticated software systems detect, filter, and block unwanted messages. These systems are regularly updated with spam fingerprints and signatures and analyze various content and volume factors to determine whether the message should be filtered as fraud, malware, or spam.
As such, ClubOS has some simple guidelines to reduce the likelihood of carriers blocking your Text campaign:
Consent Guidelines and Regulations:
| Guideline / Regulation: | How ClubOS keeps you compliant: |
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Receive consent before any message can be sent.
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Opt-in language from the Digital Guest Waiver or Web Lead Form will help your prospects and members understand what kind of text messages will be sent to them. ![]()
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Keep a record of the Prospect or Member's Opt-In, and Opt-Out information.
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ClubOS will store the consent record for you, automatically.
You can find this record under User Settings > Communication Preferences.
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If you do not send a text within a reasonable amount of time from the first opt-in, you have to re-confirm consent in the first message you send this person. |
ClubOS will automatically gather ongoing consent on the next text message, if you have not texted that individual in over 30 days.
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| The consent/opt-in applies ONLY to the business, and to the intent of use that was laid out in the opt-in language. |
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| The Opt-In you collect through ClubOS is not transferable to other businesses. |
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| Do not send messages that required an opt-in but did not obtain such opt-in (or such opt-in was revoked) at point of entry into ClubOS. |
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Exceptions to Gathering Consent:
- If the client texts you first, it's okay to reply, but only to that conversation.
- If the client opted out, but replies to an old message, you can reply.
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If a client reaches out to you first, you can only text them back about the specified subject matter. You cannot transfer the conversation to something else.
- Example: If they ask about hours of operation, that’s all you can talk to them about. You will not be able to use the opt-in to send SMS Blast Campaigns.
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If there is a prior relationship with the business, such as a purchase of a product, a button press, signing up for a membership, alert setup, or order placement, the opt-in can apply (it may not be an automatic opt-in, depending on the source).
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This does not include:
- Promotions of a product.
- Convincing someone to buy something.
- Advocating for a social cause.
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This does not include:
Content
In addition to collecting Consent, you are also responsible for the content of the messages. The reason that the content of your messaging is important is because the systems that help protect consumers from unwanted or unsolicited text messaging are being monitored constantly. It is important to understand what content is not allowed, so you can avoid any interruptions in your text messaging with your prospects and members.
- Unwanted Text Messages: Unwanted Messages include unsolicited or unauthorized communications (including spam and phishing), messages sent without valid opt-in, and any content that is unlawful, harmful, misleading, abusive, invasive of privacy, threatening, malicious, or otherwise inappropriate.
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Unsolicited Text Messages: Unsolicited messages include, but are not limited to, messages delivered without a recipient’s consent and messages sent after a recipient has opted out.
- Club OS sends this confirmation message when the recipient opts out. Additionally, with Club OS, you have the option to either include the opt-out instructions only in the first message (this is a default setting), or add it to every message you send to the recipient.
- NOTE: Sending the recipient a single opt-out message acknowledging the opt-out request is the only exception to this rule.
These unwanted or unsolicited text messages carry certain traits of deceptive, malicious, or otherwise threatening content, and should be stopped or blocked.
Here is a guide for what you can do to avoid sending content with similar messages:
| Guideline / Regulation: | How to keep your Content compliant. |
| Identify who you are (at least the club name) on the first text message. |
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| Use An Opt-out message on the first text message, and after 30 days of non-contact. |
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| Avoid sending the same message repeatedly, without variation or personalization |
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| Do not use any content designed to gather secure information like a “phishing” scheme. |
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Do not use information related to Cannabis or CBD.
The United States has federal laws that prohibit its sale, even though some states have legalized it. |
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| Do not include messages about Prescription Medication. |
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Do not use any content that is designed to intentionally evade filters.
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Avoid using content like:
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| Do not include any unwanted content that is: |
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| The message contained OVER CAPITALIZED WORDS, language that was treated as aggressive, and/or used hyperbole. |
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| Only communicate during a recipient’s daytime hours unless it is urgent. |
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| Keep your messages short and conversational. |
Avoid lengthy/marketing-heavy messages. This especially applies to your first-ever SMS message to a Prospect or Member.
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| Use clear calls-to-action. |
All calls-to-action must be clearly and unambiguously displayed. Recipients must be made aware of what they are signing up to receive relating to a specific program.
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| Messages should not include phone numbers that belong to, or forward to, unpublished numbers, unless the message clearly states who owns the number. |
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Other Prohibited Communications:
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In addition to obtaining consent, you must ensure that no message recipient is younger than the legal age of consent based on where the recipient is located.
- If asked, you will need to be able to provide proof that you have in place measures to ensure compliance with these restrictions.
⚠️ Important: If a potential violation of regulations is suspected, your texting privileges may be suspended.
What if my Text Messages are blocked?
ClubOS works with our clients and our SMS service carrier, Twilio, to ensure that our system is compliant, and is being used responsibly.
If any messages are detected that potentially violate Twilio's Terms of Use or Terms of Service, it is possible that SMS services could be disabled automatically.
For a list on possible explanations, troubleshooting, and recommendations to correct the issue, please contact ClubOS Support.
For More information on the TCPA, Country Specific Rules, Terms of Service, and Acceptable Use Policies, please select from the following articles:
| Twilio Messaging Policy | https://www.twilio.com/legal/messaging-policy |
| Twilio Terms of Service | https://www.twilio.com/en-us/legal/tos |
| Twilio Acceptable Use Policy | https://www.twilio.com/en-us/legal/aup |
| Twilio's Privacy Notice | Twilio’s Privacy Notice |
| Country Specific Policy | Twilio’s Country Specific Requirements, which are part of Twilio’s Acceptable Use Policy. |
| Country Specific Guidelines | Country-Specific Guidelines |
| Twilio's API Docs | API documentation |
| TCPA | Telephone Consumer Protection Act |
| CITA | The wireless industry is committed to helping consumers enrich their lives through mobile technologies and services. |
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FCC - Report and Order and Further Notice of Rulemaking - March 16, 2023
chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://docs.fcc.gov/public/attachments/FCC-23-21A1.pdf










