Disclaimer:
The Telephone Consumer Protection Act (TCPA) governs how organizations can contact individuals by phone and SMS. While CollegeVine does not offer legal guidance on TCPA compliance, it’s important that your institution understands and adheres to these regulations. Ultimately, partners are responsible for securing and maintaining compliant consent from students before launching outreach.
How CollegeVine helps:
To support compliance, CollegeVine’s platform includes built-in guardrails. We will always check for the required opt-in before launching any AI-powered phone or SMS Missions. Our team will also work with you to ensure lead uploads and CRM syncs include the correct consent fields.
That said, we don’t verify compliance, and the responsibility remains with your institution. This article outlines strategies our partners have used to successfully gather consent—these are optional, and we encourage you to consult your own legal teams as needed.
Common strategies to collect student consent
Most partners use a combination of these four strategies to gather valid consent from both new and existing student leads.
1. Add consent to your Request for Information (RFI) form
One of the most effective ways to secure consent is to update your RFI form with an opt-in checkbox.
What to include:
A checkbox that is unchecked by default
The checkbox is required to submit the form
Clear, specific language next to the checkbox
Example consent language:
“I would like to receive telephone calls that deliver AI messages and SMS that provide details about [School Name] at this telephone number.”
This approach ensures that every new lead has granted consent at the point of high intent.
Strategies for existing leads
If you already have student leads in your CRM who haven’t provided explicit consent, you can run a targeted campaign to close the gap.
2. Use a CollegeVine Mission to request consent
Create a custom Mission to reach out to students who haven’t opted in yet.
How to structure it:
Audience: Filter for leads where
Consents to AI phone calls=falseGoal: Increase the number of students with
Consents to AI phone calls=trueContent: Explain what students are opting into—e.g., reminders, personalized messages—and include a link to a hosted form where they can provide consent
Follow these instructions for more information on how to launch a Mission.
Other opportunities to gather consent
3. Add opt-in to event registration forms
Incorporate consent checkboxes on forms for:
Campus tours
Webinars
Virtual info sessions
Admissions Q&A panels
Students are typically more engaged at these touchpoints, improving your opt-in rates.
4. Send a one-time email from your CRM
If you’d prefer to run a campaign outside of CollegeVine, you can send a consent collection email from your CRM or ESP. Be sure to:
Emphasize the value of receiving text or phone updates
Include a clear CTA linking to a hosted form
This is a useful way to reach students not currently engaging with CollegeVine content.
How to update CollegeVine with consent status
Once you’ve gathered consent, you’ll want to ensure your AI Recruiter can take action.
Step-by-step:
In the CollegeVine UI, go to the Students tab > CRM Sync
Locate the field labeled
Consents to AI phone callsWhen uploading or syncing leads, map your CRM’s consent field to this CollegeVine property.
Failure to map this correctly may result in consented students not being contacted—or being filtered out of important campaigns.
Final note
Our platform is designed to help you stay compliant and maximize your outreach effectiveness, but your institution is ultimately responsible for how student data is collected and used. For questions about improving consent rates or updating your lead flow, please contact your Partnership Manager.