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Merge pull request #286338 from vac0224/vc-short-code-2024-09-11
Short Code notice change
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articles/communication-services/concepts/sms/program-brief-guidelines.md

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# Short Code Program Brief Filling Guidelines
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[!INCLUDE [Short code eligibility notice](../../includes/public-preview-include-short-code-eligibility.md)]
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Azure Communication Services allows you to apply for a short code for SMS programs. In this document, we'll review the guidelines on how to fill out a program brief for short code registration. A program brief application consists of 4 sections:
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Azure Communication Services enables you to apply for a short code for SMS programs. In this article, we review the guidelines on how to fill out a program brief for short code registration. A program brief application consists of four sections:
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- Program details
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- Contact details
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- Volume
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- Templates
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## Program details
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### Program Name
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All Short Code programs are required to disclose program names, product description, or both, in messages, on the call-to-action, and in the terms and conditions. The program name is generally the sponsor of the Short Code program, often the brand name or company name associated with the Short Code.
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All short code programs are required to disclose program names, product description (or both) in messages, on the call-to-action, and in the terms and conditions. The program name is generally the sponsor of the short code program, often the brand name or company name associated with the short code.
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As a best practice, the program name is composed of two pieces
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- Name of the sponsor (company or brand name)
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- Name of the sponsor (company or brand name) <br />
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Example: Contoso
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- Product description
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- Product description <br />
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Example: Promo alerts, SMS banking, Appointment reminders
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**Examples of program name:**
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Communication Services offers two types of short codes: random and vanity.
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#### Random short code
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A random short code is a 5–6-digit phone number that is randomly selected and assigned by the U.S. Common Short Codes Association (CSCA).
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A random short code is a 5–6-digit phone number randomly selected and assigned by the U.S. Common Short Codes Association (CSCA).
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#### Vanity short code
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A vanity short code is a 5–6-digit phone number that is chosen by you for your program. You can look up the list of available short codes in the [US Short Codes directory](https://usshortcodedirectory.com/).
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Additionally, you may pick a number that the customer can spell out on their phone dial pad as an alphanumeric equivalent – for example, Contoso can use OFFERS (633377).
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A vanity short code is a 5–6-digit phone number that you choose for your program. You can look up the list of available short codes in the [US Short Codes directory](https://usshortcodedirectory.com/).
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When you select a vanity short code, you are required to input a prioritized list of vanity short codes that you’d like to use for your program. The alternatives in the list will be used if the first short code in your list isn't available to lease.
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You can also pick a number that the customer can spell out on their phone dial pad as an alphanumeric equivalent – for example, Contoso can use OFFERS (633377).
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When you select a vanity short code, you need to enter a prioritized list of vanity short codes that you’d like to use for your program. The alternatives in the list are used if the first short code in your list isn't available to lease.
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Example: 234567, 234578, 234589.
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> [!Note]
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> Short codes in the US cannot start with 1.
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### Directionality
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This field captures the directionality of the SMS program – 1-way or 2-way SMS. In United States, 2-way SMS is mandated to honor opt-out requests from customers.
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This field captures the directionality of the SMS program – 1-way or 2-way SMS. In the United States, 2-way SMS is mandated to honor opt-out requests from customers.
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### Recurrence
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Programs are classified as Transactional programs or Subscription programs:
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This field captures the time duration in days until full production volume is reached.
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### Political Campaign
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Short Code programs that solicit political donations are subject to [additional best practices](https://www.ctia.org/the-wireless-industry/industry-commitments/guidelines-for-federal-political-campaign-contributions-via-wireless-carriers-bill).
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Short Code programs that solicit political donations are subject to [wireless industry best practices](https://www.ctia.org/the-wireless-industry/industry-commitments/guidelines-for-federal-political-campaign-contributions-via-wireless-carriers-bill).
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### Privacy Policy and Terms and Conditions URL
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Message Senders are required to maintain a privacy policy and terms and conditions that are specific to all short code programs and make it accessible to customers from the initial call-to-action.
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Message Senders are required to maintain a privacy policy and terms and conditions specific to all short code programs and make it accessible to customers from the initial call-to-action.
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In this field, you can provide a URL of the privacy policy and terms and conditions where customers can access it. If you don’t have the short code program specific privacy policy or terms of service URL yet, you can provide the URL of screenshots of what the short code program policies will look like (a design mockup of the website that will go live once the campaign is launched).
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In this field, you can provide a URL of the privacy policy and terms and conditions where customers can access it. If you don’t have the short code program specific privacy policy or terms of service URL yet, you can provide the URL of screenshots of what you expect the short code program policies to look like. You can use a design mockup of the website planned to go live once the campaign is launched.
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Your terms of service must include terms specific to the short code program brief and must contain ALL of the following:
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- Program Name and Description
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- Message Frequency, it can be either listed as Message Frequency Varies or the accurate frequency, it also needs to match with what is listed in the call-to-action
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- The disclaimer: "Message and data rates may apply" written verbatim
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- Customer care information, for example: "For help call [phone number] or send an email to [email]"
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- Opt-Out message: "Text STOP to cancel"
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- A link to the Privacy Policy or the whole Privacy policy
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Your terms of service must include terms specific to the short code program brief and must contain ALL of the following information:
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- Program Name and Description.
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- Message Frequency can either be listed as Message Frequency Varies or the accurate frequency. Message Frequency also needs to match the value listed in the call-to-action.
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- The disclaimer: "Message and data rates may apply" written verbatim.
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- Customer care information, for example: "For help call \[phone number\] or send an email to \[email\]".
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- Opt-Out message: "Text STOP to cancel".
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- A link to the Privacy Policy or the whole Privacy policy.
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##### Example:
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**Terms of Service**
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:::image type="content" source= "../media/short-code-terms.png" alt-text="Screenshot showing the terms of service mock up.":::
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Your terms of service must contain ALL of the following:
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- Program Name and Description
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- Message Frequency, it can be either listed as Message Frequency Varies or the accurate frequency, it also needs to match with what is listed in the CTA (Call-To-Action)
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- The disclaimer: "Message and data rates may apply" written verbatim
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- Customer care information, for example: "For help call [phone number] or send an email to [email]"
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- Opt-Out message: "Text STOP to cancel"
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Your terms of service must contain ALL of the following information:
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- Program Name and Description.
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- Message Frequency can be either listed as Message Frequency Varies or the accurate frequency. Message Frequency also needs to match the value listed in the CTA (Call-To-Action).
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- The disclaimer: "Message and data rates may apply" written verbatim.
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- Customer care information, for example: "For help call \[phone number\] or send an email to \[email\]".
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- Opt-Out message: "Text STOP to cancel".
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- A link to the Privacy Policy or the whole Privacy policy.
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> [!Note]
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> If you don’t have a URL of the website, mockups, or design, please send an email with the screenshots to [email protected] with "[CompanyName - ProgramName] Short Code Request".
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> If you don’t have a URL of the website, mockups, or design, please send an email with the screenshots to [[email protected]](mailto:[email protected]) with "\[CompanyName - ProgramName\] Short Code Request".
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### Program Sign-up type and URL
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This field captures the call-to-action, an instruction for the customers to take action for ensuring that the customer consents to receive text messages, and understands the nature of the program. Call-to-action can be over SMS, Interactive Voice Response (IVR), website, or point of sale. Carriers require that all short code program brief applications are submitted with mock ups for the call-to-action.
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In these fields, you must provide a URL of the website where customers will discover the program, URL for screenshots of the website, URL of mockup of the website, or URL with the design. If the program sign-up type is SMS, then you must provide the keywords the customer will send to the short code for opting in.
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In these fields, you must provide a URL of the website where customers discover the program, URL for screenshots of the website, URL of mockup of the website, or URL with the design. If the program sign-up type is SMS, then you must provide the keywords the customer send to the short code for opting in.
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> [!Note]
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> If you don’t have a URL of the website, mockups, or design, please send the screenshots to [email protected] with Subject "[CompanyName - ProgramName] Short Code Request".
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#### Guidelines for designing the call-to-action:
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1. The call-to-action needs to be clear as to what program the customer is joining or agreeing to.
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- Call-to-action must be clear and accurate; consent must not be obtained through deceptive means
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- Enrolling a user in multiple programs based on a single opt-in is prohibited, even when all programs operate on the same short code. Please refer to the [CTIA monitoring handbook](https://www.wmcglobal.com/hubfs/CTIA%20Short%20Code%20Monitoring%20Handbook%20-%20v1.8.pdf) for best practices.
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- Enrolling a user in multiple programs based on a single opt-in is prohibited, even when all programs operate on the same short code. Refer to the [CTIA monitoring handbook](https://www.wmcglobal.com/hubfs/CTIA%20Short%20Code%20Monitoring%20Handbook%20-%20v1.8.pdf) for best practices.
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2. The call-to-action needs to include the abbreviated terms and conditions, which include:
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- Program Name – as described above
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- Program Name – as previously described
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- Message frequency (recurring message/subscriptions)
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- Message and Data rates may apply
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- Link to comprehensive Terms and Conditions (to a static website, or complete text)
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## Contact Details
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### Point of contact email address
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You need to provide information about your company and point of contact. Status updates for your short code application will be sent to the point of contact email address.
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You need to provide information about your company and point of contact. Status updates for your short code application are sent to the point of contact email address.
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### Customer care
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Customer care contact information must be clear and readily available to help customers understand program details as well as their status with the program. Customer care information should result in customers receiving help.
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Customer care contact information must be clear and readily available to help customers understand program details and their status with the program. Customer care information should result in customers receiving help.
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In these fields, you're required to provide the customer care email address and a customer care phone number where customers can reach out to receive help.
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## Templates
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Azure communication service offers an opt-out management service for short codes that allows customers to configure responses to mandatory keywords STOP/START/HELP. Prior to provisioning your short code, you'll be asked for your preference to manage opt-outs. If you opt-in, the opt-out management service will automatically use your responses in the program brief for Opt-in/ Opt-out/ Help keywords in response to STOP/START/HELP keyword.
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Azure communication service offers an opt-out management service for short codes that allows customers to configure responses to mandatory keywords STOP/START/HELP. Before provisioning your short code, you're asked for your preference to manage opt-outs. If you opt-in, the opt-out management service automatically uses your responses in the program brief for Opt-in/ Opt-out/ Help keywords in response to STOP/START/HELP keyword.
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### Opt-in confirmation message
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CTIA requires that the customer must actively opt into short code programs by sending a keyword from their mobile device to the short code, providing consent on website, IVR, etc.
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CTIA requires that the customer must actively opt into short code programs by sending a keyword from their mobile device to the short code, providing consent on website, IVR, and so on.
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In this field, you're required to provide a sample of the confirmation message that is sent to the customer upon receiving their consent.
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**Example:** Contoso Appointment reminders: Get help at [email protected] or 1-800 123 4567.Msg&Data Rates May Apply. Txt HELP for help. Txt STOP to opt out.
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### Opt-out message
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Message senders are required to have mechanisms to opt customers out of the program and respond to messages containing the STOP keyword with the program name and confirmation that no additional messages will be sent.
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Message senders are required to have mechanisms for customers to opt out of the program. You need to respond to customer messages containing the STOP keyword with the program name and confirmation that they won't receive any more messages.
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In this field, you're required to provide a sample of the response message that is sent to the customer upon receiving the STOP keyword.
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**Example:** Contoso Appointment reminders: You’re opted out and will receive no further messages.
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**Example:** Contoso Appointment reminders: You’re opted out and won't receive any more messages.
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Please see our [guide on opt-outs](./sms-faq.md#opt-out-handling) to learn about how Azure Communication Services handles opt-outs.
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See our [guide on opt-outs](./sms-faq.md#opt-out-handling) to learn about how Azure Communication Services handles opt-outs.
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### Example messages
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Message senders are required to disclose all the types/categories of messages with samples that will be sent over the short code.
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- **User**: 030322
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- **Contoso**: Reply with time (HHMM) when you would like to reschedule on 030322.
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- **User**: 1200
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- **Contoso**: Your reservation has been confirmed for 3rd March 2022 at 12:00 pm. Txt R to reschedule. Txt HELP or STOP. Msg&Data rates may apply.
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- **Contoso**: Your reservation is confirmed for 3rd March 2022 at 12:00 pm. Txt R to reschedule. Txt HELP or STOP. Msg&Data rates may apply.
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## Next steps
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> [!div class="nextstepaction"]
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> [Apply for a short code](../../quickstarts/sms/apply-for-short-code.md)
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The following documents may be interesting to you:
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## Related articles
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- Familiarize yourself with the [SMS SDK](../sms/sdk-features.md)
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> [!IMPORTANT]
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> Short code availability is currently restricted to Azure enterprise subscriptions that have a billing address in the United States and Communication Services resources that have a US data location.
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> Short code cannot be acquired on trial accounts or using Azure free credits. For more information, visit the [subscription eligibility](../concepts/numbers/sub-eligibility-number-capability.md) page.
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> Short code cannot be acquired on trial accounts or using Azure free credits. For more information, see the [subscription eligibility](../concepts/numbers/sub-eligibility-number-capability.md) page.

articles/communication-services/quickstarts/sms/apply-for-short-code.md

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## Prerequisites
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- An Azure account with an active subscription. [Create an account for free](https://azure.microsoft.com/free/?WT.mc_id=A261C142F).
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- [An active Communication Services resource.](../create-communication-resource.md)
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- [An active Communication Services resource](../create-communication-resource.md).
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## Get a short code
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To begin provisioning a short code, go to your Communication Services resource on the [Azure portal](https://portal.azure.com).

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