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Texting Agreement

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TEXTING AGREEMENT

This Texting Agreement ("Agreement") is entered into as of by and between Service Provider Name: and Client Name: .

WHEREAS

WHEREAS, Service Provider is engaged in the business of sending and managing short message service (SMS) and similar electronic messaging campaigns and systems, and possesses the personnel, systems, and expertise to provide texting services under the terms set forth herein;

WHEREAS, Client desires to retain Service Provider to provide texting services for Client's business communications and marketing campaigns, and Service Provider is willing to provide such services under the terms and conditions of this Agreement;

WHEREAS, the parties intend for this Agreement to set forth the parties' respective rights and obligations with respect to the provision, payment, confidentiality, and lawful conduct of texting services;

DEFINITIONS

For purposes of this Agreement, the following terms have the meanings set forth below:

"Services" means the delivery, management, monitoring, and reporting of text messages and any ancillary support specified in the Scope of Work.

"Subscriber Data" means telephone numbers, names, opt-in status, and any personal information provided by Client or collected in connection with the Services.

SCOPE OF WORK

PAYMENT TERMS

Client shall pay Service Provider the fees set forth below in consideration for the Services. All amounts are stated in United States dollars unless otherwise indicated.

TERM AND TERMINATION

This Agreement commences on the Start Date and continues until the End Date unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for material breach if the breaching party fails to cure such breach within the notice period above. Termination shall not relieve Client of its obligation to pay accrued fees for Services rendered prior to termination.

CONFIDENTIALITY

Each party shall keep confidential and shall not disclose to any third party any Confidential Information of the other party except as necessary to perform its obligations under this Agreement. "Confidential Information" includes Subscriber Data, pricing, campaign strategies, and any non-public business information. Confidential Information does not include information that is: (a) publicly known through no breach of this Agreement; (b) rightfully received from a third party without restriction; or (c) independently developed without use of the other party’s Confidential Information.

Upon termination or upon written request, the receiving party shall return or securely destroy Confidential Information and certify in writing to the disclosing party that such return or destruction has been completed.

COMPLIANCE, CONSENT, AND MESSAGE CONTENT

Client represents and warrants that Client has obtained all necessary prior express written consent from subscribers to receive text messages sent in connection with the Services and that the Subscriber Data provided to Service Provider is accurate and lawful to use for the Services described herein. Client shall maintain records of consent and shall provide such records to Service Provider upon request.

All messages sent on behalf of Client must contain a clear mechanism for recipients to opt out of receiving future messages. Service Provider may suspend sending messages if instructed by carriers or required to maintain compliance with applicable communications and privacy laws, or if Service Provider reasonably believes messages expose Service Provider or Client to legal or operational risk.

DATA SECURITY

Service Provider shall implement and maintain commercially reasonable administrative, physical, and technical safeguards to protect Subscriber Data against unauthorized access, disclosure, alteration, or destruction. In the event of a security incident materially affecting Subscriber Data, Service Provider shall notify Client without undue delay and cooperate in any required remediation and notifications.

INDEMNIFICATION; LIMITATION OF LIABILITY

Client shall indemnify, defend, and hold harmless Service Provider and its officers, directors, employees, and agents from and against any third-party claims arising out of Client's breach of its representations and warranties, failure to obtain required consents, or the content of messages provided by Client.

EXCEPT FOR LIABILITY ARISING FROM WILLFUL MISCONDUCT OR GROSS NEGLIGENCE, NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR CONSEQUENTIAL, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES. THE AGGREGATE LIABILITY OF EITHER PARTY ARISING OUT OF THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNTS PAID OR PAYABLE BY CLIENT TO SERVICE PROVIDER UNDER THIS AGREEMENT DURING THE SIX (6) MONTHS PRECEDING THE CLAIM.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws principles.

ENTIRE AGREEMENT

This Agreement, together with any attachments or exhibits expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous negotiations and agreements, whether written or oral. Any amendment or modification to this Agreement must be in writing and signed by authorized representatives of both parties.

NOTICES

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below or to such other address as a party may designate by written notice.

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What a Texting Agreement Is and Why It Matters

A Texting Agreement documents a consumer or business contact's informed consent to receive text messages (SMS/MMS) for a stated purpose, such as marketing, appointment reminders, or transactional alerts. It records the mobile number, the scope and frequency of messages, and the opt-out mechanism. In the United States, written consent for commercial messages interacts with the Telephone Consumer Protection Act (47 U.S.C. §227) and state consumer protection laws, while the electronic capture and retention of that consent must satisfy ESIGN (15 U.S.C. ch. 96) and, where adopted, UETA.

Why a Clear Texting Agreement Protects Your Organization

A concise Texting Agreement clarifies expectations for message content and frequency, documents consent to meet federal and state requirements, and reduces the risk of regulatory penalties and litigation exposure. Properly captured consent supports dispute resolution and demonstrates compliance under ESIGN and TCPA frameworks.

Why a Clear Texting Agreement Protects Your Organization

Who Commonly Uses Texting Agreements

Organizations that send recurring or automated SMS use Texting Agreements to document consent, control message scope, and keep compliance records.

  • Healthcare practices documenting appointment reminders and patient notifications while coordinating HIPAA-compliant consent handling.
  • Real estate brokers and property managers sending showing schedules, rental notices, or leasing updates to applicants and tenants.
  • Retailers and service providers obtaining marketing opt-in for promotional messages, loyalty alerts, and order updates.

Use cases span small businesses to enterprise workflows; the agreement should be adapted to industry rules and the method of signature or consent capture.

How to Complete a Texting Agreement, Step by Step

Follow these steps to create a complete, auditable Texting Agreement and record valid electronic consent.

  • 01
    Prepare document: Draft clear consent language and purpose statements.
  • 02
    Add fields: Insert name, number, consent checkbox, opt-out text, signature/timestamp.
  • 03
    Deliver to signer: Send via secure link, SMS confirmation flow, or in-person device.
  • 04
    Record proof: Capture timestamp, IP address, and any authentication used.

Typical Digital Workflow Settings for Online Completion

Configure these workflow items when implementing an online Texting Agreement to ensure capture, storage, and verification of consent.

Field Configuration
SMS Provider Choose vendor with delivery receipts and compliance features
Consent Capture Require explicit checkbox plus recorded timestamp
Authentication Use SMS OTP or email confirmation for attribution
Proof Storage Store signed copy, audit trail, and delivery receipts securely

Delivery Channels and Platform Integrations

Choose platforms that support secure form hosting, delivery, and evidence capture for consent.

  • Integrations: CRM and ERP connectivity (Salesforce, NetSuite)
  • Supported Formats: PDF, DOCX, and HTML form capture
  • Storage: Cloud storage with audit trails (Box, Google Drive)

Integrations streamline onboarding and make consent traceable across systems while preserving signed records for compliance.

Routing and Processing: From Consent to Active Messaging

A clear routing flow ensures consent is validated, recorded, and enforced before messages are sent.

  • Upload: Add agreement template to platform
  • Populate: Auto-fill known contact fields from CRM
  • Sign: Collect electronic consent and timestamp
  • Enable: Activate messaging only after proof verification

Core Elements to Include in a Professional Texting Agreement

Include these components to make the agreement legally defensible and operationally clear for senders and recipients.

Clear Consent

Explicit, affirmative language stating the recipient agrees to receive text messages for the stated purpose.

Message Scope

Define types of messages (promotional, transactional, reminders) and any frequency expectations.

Opt-Out

Provide a simple, reliable opt-out mechanism and state how opt-outs will be processed.

Contact Info

Record the full mobile number, carrier if required, and the name of the consenting party.

Signature Evidence

Capture a dated signature, click-to-agree action, or recorded SMS OTP confirmation with audit data.

Retention Notes

State how long consent records will be stored and how to request a copy or revoke consent.

Common Preparation Errors to Avoid

  • Vague consent language that fails to specify message type or frequency, increasing TCPA challenge risk.
  • Relying on pre-checked boxes or passive consent mechanisms that do not clearly demonstrate affirmative agreement.
  • Failure to capture timestamp, IP address, or delivery confirmation that proves when and how consent was given.
  • Not documenting or quickly processing opt-out requests, which can lead to consumer complaints and enforcement action.

Penalties and Legal Risks of an Inadequate Agreement

TCPA Exposure: Statutory damages and class action risk
State Penalties: State consumer protection fines possible
Contract Disputes: Challengeable consent weakens defenses
Operational Costs: Remediation and re-consent campaigns required
Reputation Harm: Consumer complaints and negative publicity
Recordkeeping Failures: Inability to produce proof in audits

Key Timing Rules and Retention Deadlines

Adhere to retention and timing rules that affect how long consent must be available and when notices must be processed.

Consent Retention:

Keep signed consent for the life of the messaging program and relevant statute period

Opt-Out Processing:

Process stop requests promptly; FCC expects timely compliance with opt-out

HIPAA Records:

For healthcare communications, retain for 6 years (45 CFR §164.530(j))

IRS/Tax Records:

Retain financial records per IRC §6501(a) — typically 3 years

Audit Evidence:

Store delivery receipts, timestamps, and audit trails for dispute defense

Typical Processing Milestones from Agreement to Active Messaging

Track these milestones to confirm consent before messages are sent and ensure post-consent actions are logged.

01

Draft Approval

Legal and marketing sign-off on consent language and frequency limits

02

Template Deployment

Publish the agreement template to the signing platform and link to CRM data

03

Consent Capture

Collect signed agreements with timestamp and authentication details

04

Activation

Enable messaging only after verification and proof storage

Practical Examples of Texting Agreement Use

These scenarios show how Texting Agreements are applied in common workflows and the benefits of clear consent capture.

Appointment Reminders

A clinic asks patients to opt in for appointment reminders via text using explicit language and a reply STOP option.

  • The confirmation includes a timestamp and patient phone number for attribution.
  • Proper capture reduces missed appointments, documents consent under HIPAA limitations, and simplifies opt-out handling when patients request it.

Promotional Opt-In

A retailer collects marketing consent at checkout with a visible checkbox and a short purpose description.

  • The system sends an SMS OTP to verify the number.
  • Verified consent tied to delivery receipts lowers marketing complaint risk and provides reliable proof if consumers dispute receipt.

Comparing eSignature Pricing and Key Features for Consent Capture

A pricing snapshot across common eSignature vendors to compare starting costs and feature availability for capturing texting consent and storing proof.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About Texting Agreements

Answers to common questions about consent capture, enforceability, revocation, and recordkeeping for texting programs.


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