Lead Capture & SMS Consent Flow
Optional, explicit consent — never a condition of submission
URBLD qualification templates include a separate, optional, unchecked SMS consent checkbox. Users may submit the inquiry without opting into SMS — no pre-checked boxes, no hidden fine print, and no SMS sent unless the user explicitly opts in.
How Lead Qualification Works
Every URBLD lead capture template follows a structured, multi-stage flow. SMS consent is configured at Stage 3 as a separate, optional, unchecked checkbox — users may submit the inquiry without opting into SMS.
Questions
Stage 1 — Qualification Questions
Each template starts with configurable qualification questions. The business defines what to ask — service type, project scope, homeowner status, ZIP code, etc.
What type of service do you need?
Options: Roof Repair · Roof Replacement · Inspection
Are you the homeowner?
Options: Yes · No
What is your ZIP code?
Options: Free text — validated
Rules
Stage 2 — Decision Rules
Rules determine if a lead is Qualified, Disqualified, or Needs Review based on their answers. Each question can have its own rule chain.
Are you the homeowner?
equals "No"
What type of service?
equals "Inspection"
ZIP Code
not in service area
Settings & Consent
Optional SMS ConsentStage 3 — Settings & Consent Configuration
This is where SMS consent is configured. The template includes dedicated form blocks for Contact Capture and Consent / Disclaimer.
Form Blocks
Contact Capture
Collects the lead's name, phone number, and email address
Consent / Disclaimer (optional)
Separate, optional, unchecked SMS consent checkbox. Users may submit the inquiry without opting into SMS.
Consent Text (configurable per template)
"Optional: I agree to receive transactional and service-related SMS messages from [Business Name] about my inquiry, appointments, scheduling, dispatch, job updates, estimates, invoices, and customer support. Message frequency varies (typically up to 20/month). Msg & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase or service. View Privacy Policy and Terms of Service."
This Customer Care template uses transactional/service consent only. Marketing/promotional SMS consent is a separate opt-in not collected here.
Qualify Message
"You are pre-qualified! We will contact you within 12–24 hours."
Disqualify Message
"Thanks — you do not qualify for this offer at this time."
Preview
Stage 4 — End-User Preview
This is what the lead actually sees. The SMS consent checkbox is a separate, optional step — users may submit the inquiry without opting into SMS.
Get a Free Roof Inspection
Optional: I agree to receive transactional and service-related SMS messages from [Business Name] about my inquiry, appointments, scheduling, dispatch, job updates, estimates, invoices, and customer support. Message frequency varies (typically up to 20/month). Msg & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase or service. Privacy Policy · Terms
Optional — leave unchecked to submit without opting into SMS. The button below works either way.
↑ The SMS consent checkbox is unchecked by default. The "Submit Request" button works whether the box is checked or not. No messages are sent unless the user explicitly opts in.
SMS Consent Disclosures
CTIA / 10DLC compliant messaging practices
Optional Explicit Opt-In
SMS consent is a separate, optional, unchecked checkbox. Form submits successfully even when the box is left unchecked. No pre-checked boxes.
Message Types
Transactional / service only. Inquiry responses, appointment confirmations, scheduling, job updates, estimates, invoices, and customer support messages. No marketing.
Frequency & Rates
Message frequency varies (typically up to 20/month). Message and data rates may apply.
Opt-Out & Help
Reply STOP to opt out at any time. Reply HELP for help. Opt-out is honored immediately. Consent is not a condition of purchase or service.
No Data Sold or Shared
Per the URBLD Privacy Policy: "No mobile information (including phone numbers) will be shared with third parties or affiliates for their own marketing or promotional purposes."
Legal Documents
End-User Consent Summary
End users reach the inquiry form via Meta or Google ads (Meta Instant Forms / Google Lead Forms). The form contains the inquiry fields and a separate, optional, unchecked SMS consent checkbox. Users may submit the inquiry without opting into SMS — SMS consent is never a condition of submission.
If — and only if — the user explicitly checks the SMS consent box, the consent language states that they agree to receive transactional and service-related SMS messages related to their inquiry, scheduling, job updates, estimates, invoices, and customer support, that message frequency varies, that message and data rates may apply, and that they can reply STOP to opt out and HELP for help. Consent is not a condition of purchase or service. Marketing/promotional SMS consent is a separate opt-in not collected by this form.
The form includes links to the Privacy Policy and Terms of Service. Per the Privacy Policy: "No mobile information (including phone numbers) will be shared with third parties or affiliates for their own marketing or promotional purposes." No SMS messages are sent unless the user explicitly opts in.
Frequently Asked Questions
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