Opt-In and Consent for Dispensary SMS Marketing: A Practical Compliance Guide

A clear, practical guide to SMS opt-in and consent requirements for dispensaries. Learn how to collect compliant consent, avoid carrier filtering, and protect your brand while scaling text messaging.

Definition

Opt-in and consent refer to the documented permission a customer gives before receiving SMS or MMS messages from your dispensary. In regulated messaging industries, this permission must be clear, informed, and revocable.

This applies to:

  • Dispensary retail stores collecting phone numbers at checkout
  • Ecommerce sites capturing phone numbers during account creation
  • Loyalty programs that send promotional or transactional messages
  • Order status and delivery notifications

You should use a structured opt-in process any time you send marketing messages, recurring promotional content, or automated campaigns. Even transactional messaging may require clear disclosure depending on how it is implemented.

Why This Matters for Dispensaries

Cannabis businesses operate under heightened carrier scrutiny. Wireless carriers evaluate message content, consent records, and complaint history. Improper consent collection can lead to:

  • Carrier filtering and blocked campaigns
  • Brand registration rejection through The Campaign Registry
  • Customer complaints to the FCC
  • Increased opt-outs and poor deliverability

Dispensaries often collect phone numbers for loyalty or rewards. That alone is not consent for marketing texts. Consent must be specific to SMS and clearly disclosed.

If you are running automated messaging, review your campaign setup inside Mass Texting and ensure your flows reflect documented permission standards.

Step-by-Step Implementation

Below is a structured implementation framework dispensaries can follow.

  1. Define message types: promotional, transactional, or mixed.
  2. Create clear opt-in language describing frequency and content.
  3. Collect explicit consent through web forms, POS, or QR signups.
  4. Store timestamp, source, and IP or location data when available.
  5. Enable automatic STOP opt-out handling.
  6. Monitor delivery and filtering patterns.

Consent language should include:

  • Brand name
  • Message frequency disclosure
  • Possible message and data rates notice
  • Opt-out instructions

Routing configuration can impact filtering. Review your account’s Smart Routing logic to ensure compliant traffic separation between transactional and promotional flows.

Common Mistakes

Many dispensaries unintentionally violate messaging principles by making assumptions about consent.

Mistake Why It Is Risky Correct Approach
Using loyalty signup as SMS consent Loyalty enrollment does not equal marketing permission Include explicit SMS disclosure checkbox
Pre-checked opt-in boxes May not meet express consent standards Require active user action
No opt-out confirmation Carrier compliance failure Automatically process STOP requests
Buying contact lists High complaint risk and filtering Only use first-party collected data

Practical Examples

Example 1: In-Store Checkout

A budtender asks for a phone number for rewards. The POS displays a clear checkbox: “I agree to receive recurring promotional texts from [Dispensary Name]. Msg frequency varies. Msg and data rates may apply. Reply STOP to opt out.”

Consent is logged with timestamp and store location.

Example 2: Ecommerce Account Creation

The website includes a separate SMS opt-in field, not bundled with email consent. Consent logs are stored and tied to campaign registration requirements under Compliance.

Example 3: Order Notifications

Transactional alerts are configured separately through Order Alerts and clearly disclosed at checkout as order-related messaging.

Metrics That Matter

Compliance is measurable. Monitor these indicators:

  • Opt-in rate by source
  • STOP rate percentage
  • Carrier filtering rate
  • Complaint rate
  • Delivery success rate

You can review inbound responses and opt-out processing inside your Inbox to identify patterns early.

FAQ

Question: Is verbal consent enough?

Answer: Verbal consent alone is difficult to document and may not satisfy carrier review. Written or digital capture is safer.

Question: Does signing up for loyalty mean SMS permission?

Answer: No. SMS consent must be clearly disclosed and separately acknowledged.

Question: Do transactional messages require opt-in?

Answer: They require disclosure and alignment with the original purpose for collecting the number.

Question: Can customers opt out at any time?

Answer: Yes. STOP requests must be processed immediately and automatically.

Question: What happens if complaint rates increase?

Answer: Carriers may filter or suspend traffic. Monitoring is essential.

Question: Should cannabis content be disclosed during opt-in?

Answer: Yes. The customer should understand they are subscribing to cannabis-related marketing messages.

Question: How long should consent records be stored?

Answer: Retain consent records consistent with federal and state regulatory guidance and internal policy.

Question: Does double opt-in improve compliance?

Answer: Double opt-in can reduce complaint risk and strengthen documentation, especially in regulated industries.

Sources and Further Reading

CTIA Messaging Principles and Best Practices provides carrier-supported standards for consent and opt-out handling.

The Campaign Registry explains brand and campaign registration requirements for A2P 10DLC messaging.

Federal Communications Commission Telemarketing Rules outlines federal guidance related to consumer consent and complaint processes.

Federal Trade Commission Compliance Guidance explains disclosure and consumer protection principles relevant to marketing communications.