Consents control how opt-in and opt-out messages are handled across SMS-enabled numbers in your account. Assigning the right consent ensures compliance with messaging regulations in each region. Account owners and admins can create and manage SMS compliance policies for all number types supporting SMS. Each policy allows customization of opt-in messages, opt-out messages, and disclaimers up to 500 characters. Admins can assign multiple phone numbers to policies individually or in bulk through CSV upload or via API. The system automatically manages opt-in and opt-out status tracking, with configurable keywords for user responses.
When enabled, the feature ensures proper consent management by sending appropriate messages to recipients based on their opt-in status. The policies support activation controls, custom keywords, and disclaimer messages that can be enabled or disabled as needed. Admins can manage phone number assignments through the Number Management interface, with support for both individual and bulk assignments. The system tracks consent status in SMS logs and prevents messaging to opted-out numbers until they opt back in.
Requirements for using SMS Consent Management
Account owner or admin privileges
A license for the product you want to manage in Number Management:
Zoom Phone license: Either a Zoom Workplace license with Phone included, or a standalone Zoom Phone calling plan
Zoom Meetings paid license with Audio Conferencing add-on
The table below explains the key differences between opt-in and disclaimer in SMS consent management. Both serve different compliance purposes and can be enabled or configured independently based on your regulatory and business requirements. To set up a disclaimer see How to create an SMS consent policy. To configure opt-in settings, see Opting in or out of Zoom Phone SMS.
Feature
Disclaimer
Opt-in
What it is
A notice informing users of terms, policies, or rules, which does not require active approval
Active, positive permission given by a user before a company can send messages
Is it tracked by Zoom
No active approval tracked; sent automatically per new thread
Yes, opt status (opt-in/opt-out) is tracked per user
Scope
Per conversation thread
Per user
When it triggers
Sent at the start of every new thread
Content
Group behavior
If 2 internal users both have disclaimers enabled, the disclaimer is sent twice in the same thread
Required before messaging a user who has opted out or not yet opted in
When to use
When you need to inform recipients of terms/policies without requiring their active approval
When regulatory or business policy requires explicit user consent before sending SMS
How to access SMS Consent Management
Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
In the top-right corner, click your profile picture or initials, then click Admin Center.
In the side menu, click Product configuration then Numbers followed by SMS Consent Management.
How to create an SMS consent policy
Create an SMS consent policy to ensure compliance across different types of numbers.
In the window, complete information for each section:
How to manage consent policy status
By enabling the SMS consent policy, you can assign it to phone numbers with SMS capability. Only numbers with SMS enabled can use this policy, and each number can be associated with one policy at a time. You can manage assignments in Phone Numbers or directly from the policy details page.
Disabling the policy will deactivate it for all assigned numbers; numbers currently using this policy will no longer be compliant for SMS messaging.
To the right of the consent policy you want to manage, click the ellipsis, then click View Details. Note: You can also click the name of the consent policy. You will be directed to the consent policy's details page.
On the details page, use the following actions:
In the top-right corner of the page, click Edit to edit the consent policy details.
In the top-right corner of the page, click the ellipsis, then click one of the following actions:
Duplicate: Duplicate the consent policy.
Delete: Delete the consent policy. Note: This action will permanently delete the SMS consent policy. All assignments to phone numbers will be removed. This action cannot be undone.
Under General Info:
Click the Status toggle to enable or disable the consent policy.
To the right of Assigned numbers, click Assign to select numbers to assign to the consent policy.
After assigning numbers, click Manage to manage the numbers (assign more numbers to the consent policy or delete existing numbers from the consent policy).
To the right of Opt-in configuration, click Edit to edit the Opt-in configuration details.
To the right of Opt-out configuration, click Edit to edit the Opt-out configuration details.
, then click View Details.