Field Follow-Up

SMS Compliance & Anti-Spam Policy

Last Updated: June 13, 2026

1. Overview

This policy outlines baseline requirements for using SMS, email, and automated follow-up workflows configured with or through Field Follow-Up. It is not legal advice. You are responsible for confirming your obligations with qualified counsel.

2. Consent Requirements

You must only send SMS or marketing messages to recipients when you have the required consent or another lawful basis. Consent records should include the recipient, date, source, opt-in language, and any relevant form or call information.

3. Required SMS Disclosures

SMS opt-in forms and customer-facing language should clearly disclose:

  • The identity of the business sending messages
  • The types of messages recipients may receive
  • That message frequency may vary
  • That message and data rates may apply
  • How to opt out, such as replying STOP
  • How to get help, such as replying HELP
  • That consent is not a condition of purchase when required

4. Opt-Out Handling

You must honor opt-out requests promptly. Common opt-out keywords include STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, and QUIT. After opt-out, do not send additional messages except a permitted confirmation or legally required communication.

5. Message Timing and Content

  • Send messages only during legally permitted hours for the recipient's location
  • Identify the business when appropriate
  • Keep messages relevant to the consent provided
  • Avoid misleading claims, deceptive links, or unrelated promotions
  • Follow carrier, platform, and A2P 10DLC requirements where applicable

6. Email Compliance

Marketing emails should comply with CAN-SPAM and other applicable rules. Use accurate sender information, truthful subject lines, a valid business address when required, and a clear unsubscribe mechanism.

7. Field-Service Follow-Up Examples

Depending on consent and context, common message types may include missed-call replies, quote follow-ups, appointment reminders, post-job review requests, seasonal maintenance reminders, and customer reactivation messages.

8. Platform Enforcement

Field Follow-Up may refuse to configure, pause, or disable messaging workflows that appear to create legal, carrier, deliverability, reputational, or platform risk.

9. Contact

For compliance questions related to your Field Follow-Up setup, contact support@fieldfollowup.com. For legal advice, consult your attorney.