ClubReady wants to ensure that we and our customers adhere to all regulations, safeguarding businesses and maintaining TCPA compliance.
Content:
What is changing?
Customer Action Items
Key Compliance Rules
Best Practices
What is Changing?
ClubReady will be deprecating the communication preferences email opt-in flow and moving to a process that will collect promotional SMS opt-in preferences at the time a prospect form is submitted.
Customer Action Items
1. Do your external lead form meet compliance requirements?
- Program name and/or a description of the messages that will be sent
- Organization or individual being represented in the initial message
- Fee disclosure (“message data rates may apply)
- Service delivery frequency or recurring messages disclosure (“message frequency varies”)
- Customer care information (typically “text help for help”)
- Opt out instructions (typically “text stop to opt out”)
- Link to Privacy Policy describing how end user opt-in information will be used
- Link to Terms & Conditions describing terms of service
- Incorporate a checkbox option that end-users must select to receive promotional SMS messaging. The checkbox cannot be preselected and provides the end-user the ability to agree, or not agree, to receive SMS messaging.
Example of compliant external lead form:
2. Are you using the correct API endpoints for lead information integration?
- We have updated the Add Prospect APIs in the OLD and NEW API.
- By default, non-promotional SMS will be opted in unless an opt out is passed through the API.
"nonPromotionalSmsOptedIn": true
"promotionalSmsOptedIn": false
3. What is the most important compliance update information?
- Any lead from an external source will have consent data automatically recorded in ClubReady Comm preferences.
- If a lead form does not meet the required standards, the lead will be marked as opted out in the system.
- You will not be able to contact these leads via text until consent is properly captured (verbal or written documentation).
- Remember, it's crucial to document both the form and its content at the time of consent to ensure proper record-keeping.
- Use the following API endpoints to add a note to the user account:
- V1 API: https://clubready.com/api/current/swagger-ui/#!/users/CreateUserNoteRequestUserIdnotescreate_Post
- NEW API (must be logged into the API portal): https://developer.clubready.com/api-details#api=UserV1&operation=add-user-note
The Telephone Consumer Protection Act (TCPA) regulates telemarketing, robocalls, and text messages to protect consumers. Businesses must comply to avoid fines and legal risks.
Do you know the key compliance rules?
📌 Consent Required – Written consent for marketing calls/texts; express consent for non-marketing.
📌 Do Not Call (DNC) Rules – Honor internal and National DNC lists.
📌 Calling Hours – Only between 8 AM – 9 PM (local time).
📌 Caller ID & Opt-Out – Identify yourself and provide an easy opt-out option.
📌 Robocalls & Autodialers – Require prior written consent for marketing.
📌 Penalties – Fines range from $500 to $1,500 per violation.
What are the best practices?
✔️ Obtain and document clear consent.
✔️ Regularly update DNC lists.
✔️ Train staff on compliance.
✔️ Honor opt-outs immediately.
We’re committed to supporting you every step of the way, so be sure to review your lead forms, API integrations, and messaging workflows to stay compliant. If you have any questions or need further guidance, please reach out to our support team.
This information provided is for general informational purposes only and is not legal advice. We make no representation or warranty of any kind, express or implied, regarding the accuracy, validity, or completeness of any information provided. You are independently responsible for ensuring compliance with applicable laws, including, but not limited to, the Telephone Consumer Protection Act. You should consult your own attorney.