CONSENT TEMPLATE CREATION
Consent Template Creation: Do's and Don'ts
While creating consent template please follow below Do's and Don'ts:
| DO's | DON'Ts |
|---|---|
| Choose short name to a template which is relevant. This helps in choosing right consent template while creating content templates in promotional or service explicit categories. | Multiple consents not required by entity unless it is required by enterprise, like example mentioned explaining brand name field. |
| Brand name should be relevant to details mentioned in scope of content. | Not to use generic names for templates like "template1; etc.." |
| Scope of content should be relevant to mentioned brand & intent of the consent to be mentioned. | No variable to be used in scope of consent, as variable applicable to content templates only. |
| If entity wants to provide opt-out information, that needs to be provided completely. Ex: "To opt- out, send SMS as STOP to 982*****91". | Not to mention invalid or irrelevant names under brand. This will be treated as invalid template. |
Content Template Creation Do's and Don'ts
While creating content template please follow below Do's and Don'ts:
| DO's | DON'Ts |
|---|---|
| Use promotional category for communications intended to send from numerical sender id only. | Not linking consent templates for content template categories "promotional" & "service - explicit". |
| Transactional category to be used by banking enterprises only & for OTP messages during fund transfer; online payment; merchant transaction only. | Using double spaces in templates (this can be pre-checked by verifying the template on notepad++ before template submission). |
| Service - explicit category needs to link consent template as well, without which the template gets rejected. | Header selection against irrelevant templates. |
| Choose a relevant/recognizable name for templates. | Selecting "Transactional" category by non-banking enterprises. |
| Use message type as "TEXT" for all general messages & "Unicode" for regional or vernacular messages. | Same content template against multiple headers. |
| Variable {variable} insertion to be required against values like date; amount; a/c no; OTP; names; etc. | Templates with less than 6 char or variable insertion alone as template. |
Content Template Validation
Please validate following before creating a content template
- 2 or more spaces are not supposed to use between 2 words, before word or after word.
- All special characters are being allowed currently.
- Variable format is {variable} which is case sensitive.
- Transactional/Service category messages should have variable mandatorily.
- Promotional category can have complete fixed content or with variable part.
- There is no limitation in no. of variable per message.
- Values like amount, date, a/c no, merchant names, OTP, codes, URL, customer names, card type, etc. needs to be replaced with variables.
Template Format for Transactional
While uploading transactional template please ensure it should be following format:
Sender ID/Message Header: should consist of 6 case sensitive alpha characters.
| Template Format | Actual Message |
|---|---|
| {variable} is the OTP for transaction of INR {variable} at {variable} with your {variable} card number {variable}. OTP is valid for 10 mins.Pls do not share it with anyone. | 965439 is the OTP for transaction of INR 87650 at XYZ App with your ABC card XXXXX1234. OTP is valid for 10 mins. Pls do not share it with anyone. |
| {variable} is OTP for transaction of INR {variable} at {variable} on {variable} Credit Card {variable}. DO NOT disclose it to anyone. XYZ Bank NEVER asks for OTP. | 9876543 is OTP for transaction of INR 5463 at ABC enterprises on XYZ Bank Credit Card XXXX1234. DO NOT disclose it to anyone. XYZ Bank NEVER asks for OTP. |
Template Format for Service Implicit
While uploading service implicit template please ensure it should be following format:
Sender ID/Message Header: should consist of 6 case sensitive alpha characters.
| Template Format | Actual Message |
|---|---|
| Your A/C no. {variable} has been debited by Rs. {variable} The A/C balance is Rs. {variable} on {variable} reference no {variable}. | Your A/C no. XXXXX980 has been debited by Rs. 9087 The A/C balance is Rs. 87690 on 12 Jan 2020 reference no 9********0. |
| Your mobile number {variable} bill has been generated please click here {variable} to check the detailed bill. | Your mobile number 9829XXXX91 bill has been generated please click here www.airtel.com to check the detailed bill. |
| Dear {variable}, as per your request, contact details mobile no {variable} have been updated against your insurance account no {variable}. | Dear Ramesh, as per your request, contact details mobile no 9829XXXX91 have been updated against your insurance account no XXX910. |
| Dear {variable}, your order no {variable} has been picked up by the delivery boy {variable} and is on his way. Your delicious pizza is reaching early! Track here {variable}. | Dear Dinesh, your order no 12345 has been picked up by the delivery boy Mahesh and is on his way. Your delicious pizza is reaching early! Track here www.dominos.com |
Template Format for Service Explicit
While uploading service explicit template please ensure it should be following format:
Sender ID/Message Header: should consist of 6 case sensitive alpha characters.
| Template Format | Actual Message |
|---|---|
| Dear {variable}, your exclusive voucher of INR {variable} is unused please redeemed it on your next purchase with Life stores. | Dear Suresh, your exclusive voucher of INR 5000 is unused please redeemed it on your next purchase with Life stores. |
| Hi {variable}, In order to best serve you and others, could you click on {variable} to share your experience with Colourmoon Technologies pvt ltd. | Hi Mukesh, In order to best serve you and others, could you click on www.smsmoon.com to share your experience with telspiel. |
| Dear {variable}, based on your values relationship, we are approving a per-approved {variable} loan up to Rs. {variable}. Click here {variable} Regards, Loan Finance. T&C. | Dear Srishti, based on your values relationship, we are approving a per- approved Home Loan up to Rs.5000000. Click here www.loan.com Regards, Loan Finance. T&C. |
| Dear {variable}, telspiel wants to wish you an incredibly happy marriage anniversary. | Dear Shailesh, telspiel wants to wish you an incredibly happy marriage anniversary. |
Template Format for Promotional
While uploading promotional template please ensure it should be following format:
Sender ID/Message Header: should consist of 6 numeric characters and should start with the number that matches with the category prescribed by DND preference.
| Template Format | Actual Message |
|---|---|
| Lifetime Free {variable} Bank Credit Card with Vouchers from {variable} worth Rs.{variable}. SMS {variable} to 987****210 TnC apply. | Lifetime Free XYZ Bank Credit Card with Vouchers from ABC worth Rs.3000. SMS "apply" to 9*****3210 TnC apply. |
| You can win Rs {variable} in Fantasy cricket use code {variable}. Install ABC app now to Win Click {variable}. | You can win Rs 20,000 in Fantasy cricket use code 987654. Install ABC app now to Win Click www.abc.in |
| Now avail a flat {variable} discount on your today's shopping at XYZ company. Call Toll Free {variable} *T&C. | Now avail a flat 50% discount on your today's shopping at XYZ company. Call Toll Free 180018000000 *T&C. |
| Get my diet by {variable} & lose up- to 10Kg. No exercise. No machine. First free consultation Click {variable} To revoke consent, send SMS as {variable} to 1909. | Get my diet by Dr. Manisha & lose up-to 10Kg. No exercise. No machine. First free consultation Click www.doctor.in To revoke consent, send SMS as REVOKE to 1909 |
| {variable} Sale on 27 & 29 Oct Get up to {variable} OFF on over {variable} brands. Register & get EXTRA Rs. {variable} OFF. Give missed call to {variable}. TnC. | Mega Sale on 27 & 29 Oct Get up to 80% OFF on over 100 brands. Register & get EXTRA Rs. 100/- OFF. Give missed call to 9*****1245. TnC |