> For the complete documentation index, see [llms.txt](https://support.agentfire.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.agentfire.com/integrations/lead-manager/crm-opt-in-language.md).

# How to Add SMS Opt-In Language to Your Website Forms

Get your website forms and Privacy Policy ready for your CRM's text messaging (SMS) registration, and fix forms that show the wrong wording.

Before your CRM, such as Follow Up Boss, will let you text leads, it reviews your website. Your forms need clear consent wording, and your Privacy Policy needs text messaging terms. Our team updates both for you.

## Ask Us to Update Your Opt-In Wording

Email <support@agentfire.com> with:

* Your website address
* Your exact legal business name
* The consent wording your CRM requires, or the rejection notice they sent you
* Whether the wording should go on every form or only some (include page links)

We'll update the shared wording used by your forms, plus your Privacy Policy and Terms pages if needed. These settings aren't available in your Dashboard, so our team makes the change for you.

### Don't have wording from your CRM?

Ask your CRM to approve this example first, replacing the business name with your own:

> I agree to be contacted by **\[Business Name]** via call, email and text for real estate services. To opt out, reply STOP at any time or reply HELP for assistance. You can also click the unsubscribe link in the emails. Message and data rates may apply. Message frequency may vary.

Requirements differ between CRMs, so no sample wording can guarantee approval.

## Check Every Form on Your Site

After we confirm the update, open your live website and check each form that asks for a phone number: your contact page, home value forms, area guides, pop-ups and IDX sign-up forms.

### Forms with their own wording

A form can have its own custom disclaimer, which replaces the shared wording. If one form still shows old text or the wrong business name:

1. Open the page in the editor and click the pencil icon on the **Lead Form**.
2. On the **Content** tab, open **Form Settings** and scroll down to **Disclaimer**.
3. Turn off **Custom Form Disclaimer** to use the shared wording, or leave it on and update **Disclaimer Text**. Then click **Save** in the top right corner.

<figure><img src="https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-0402b20e545dd073f02924dfb9a025b1ec141f60%2Fform-3-disclaimer-toggle.png?alt=media" alt="Lead Form settings panel with the Custom Form Disclaimer toggle highlighted under Disclaimer" width="340"><figcaption></figcaption></figure>

With **Custom Form Disclaimer** on, this form uses its own wording in **Disclaimer Text** instead of the shared wording.

<figure><img src="https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-538c8ed21c3954bcaa8d0e59eaacdb8b0a53f0a4%2Fform-4-disclaimer-text.png?alt=media" alt="Custom disclaimer options with the Disclaimer Text box highlighted" width="340"><figcaption></figcaption></figure>

### Wording that's hard to read

On dark backgrounds the disclaimer can blend in. In the same **Disclaimer** section, turn on **Custom Form Disclaimer** and **Show Form Disclaimer**, then change **Disclaimer Font Color** to one that stands out, such as white (#FFFFFF). You can also adjust the link color and font size. Check that **Disclaimer Text** still has your approved wording before you save.

<figure><img src="https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-4e8ae942c1e2265a5759bda7ac7828f9d3adef7c%2Fform-5-disclaimer-style.png?alt=media" alt="Disclaimer Font Color, Disclaimer Link Font Color and Disclaimer Font Size options highlighted" width="340"><figcaption></figcaption></figure>

### IDX sign-up forms

| IDX provider            | What to do                                                                                                                                                                                     |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **AgentFire IDX**       | Uses the shared wording automatically. If it's missing, email us the page link.                                                                                                                |
| **Showcase IDX**        | In Showcase's **Privacy Settings**, update your company name, turn on **Expressed Consent On Sign Up Form** and paste your Privacy Policy link into the policy fields. Click **Save Changes**. |
| **Diverse Solutions**   | Uses the shared wording once it's turned on. Check your live forms afterward.                                                                                                                  |
| **Other IDX providers** | Contact that provider's support team to update their forms.                                                                                                                                    |

## Before You Resubmit Your Registration

* The consent text shows your correct business name.
* The Privacy Policy link (and Terms link, if required) opens a public page.
* Your Privacy Policy includes the text messaging terms your CRM asked for.
* The SMS consent checkbox is optional and unchecked, and the form still submits without it.

Then resubmit through your CRM. In Follow Up Boss, that's **Company Settings > Phone Registration**.

## Common Questions

<details>

<summary>My CRM rejected my registration again.</summary>

Email <support@agentfire.com> with the newest rejection notice and any pages it mentions. We'll update the wording or forms to match.

</details>

<details>

<summary>Can I edit my Privacy Policy myself?</summary>

No. The Privacy Policy page is managed by our team so it stays up to date. Email us the exact text to add and we'll update it.

</details>