Docs: A2P-compliant contact form consent checkboxes (CRMAAS-3088)

docusaurus/docs/business-app/administration/sms_configuration.md

@@ -126,6 +126,10 @@ Phone carriers require proof that your business collects consent from customers
 
 ### Consent on your web form
 
+:::tip Use the Contact form template
+CRM > Forms includes a **Contact form** template with compliant transactional SMS, marketing SMS, and email marketing consent checkboxes already built in, unchecked by default, with your business name and the required disclosures already in place. Start from this template and you only need to add your privacy policy and terms of service links; the requirements below are for a form you build yourself. See [Consent checkboxes](/business-app/crm/forms/form-builder#consent-checkboxes).
+:::
+
 If your business collects customer information through a web form on your website, the form must include **separate consent checkboxes** for transactional and marketing messaging:
 
 - **Transactional consent**: Confirms the customer agrees to receive service-related messages such as appointment reminders and support updates.
@@ -212,7 +216,7 @@ If your registration is rejected, the registration status shows the specific rea
 | Privacy policy does not mention SMS | Add the [required privacy policy language](#required-language) |
 | Missing STOP/HELP instructions in privacy policy | Include opt-out and help instructions |
 | Terms of service missing SMS program description | Add the [required terms of service language](#required-language-1) |
-| Web forms missing consent checkbox | Add [opt-in checkboxes](#consent-on-your-web-form) to all forms with phone fields |
+| Web forms missing consent checkbox | Add [opt-in checkboxes](#consent-on-your-web-form) to all forms with phone fields, or start from the Contact form template, which includes them by default |
 | Consent checkbox is pre-checked | Change the default state to unchecked |
 | Form states that submitting grants consent | Remove wording such as "By clicking Submit, you agree to receive marketing communications" so consent comes only from the checkboxes |
 | One checkbox covers both message types | Split it into separate transactional and marketing checkboxes |

docusaurus/docs/business-app/crm/forms/form-builder.md

@@ -58,6 +58,17 @@ There's no dedicated multi-select field type. To let visitors choose more than o
 3. Repeat for each additional option.
 4. Save the form.
 
+### Consent checkboxes
+
+Any form that includes a `Phone number` or `Email` field automatically includes consent checkboxes: **Transactional SMS consent** and **Marketing SMS consent** for a phone field, and **Email marketing consent** for an email field. You don't need to add these separately, and starting from the **Contact form** template gives you all three from the start.
+
+- No consent checkbox is checked by default, and a visitor can submit the form without checking any of them.
+- The default label text uses your business name automatically, describes what the messages are for, and includes the disclosures carriers require (message frequency, message and data rates, and STOP/HELP instructions), along with placeholder links to your privacy policy and terms of service.
+- Checkbox labels and their fine print support rich text, so you can format the text and edit the placeholder links.
+- When a visitor checks a box and submits the form, that consent is recorded against the contact the submission creates.
+
+Before you publish, replace the placeholder privacy policy and terms of service links with your own — carriers require these links to point to your live pages. For the full compliance requirements these checkboxes satisfy, see [SMS Registration for US Businesses](/business-app/administration/sms_configuration#consent-and-opt-in).
+
 ## Step 2: Customize the styling
 
 Set the form width (e.g. 100%) and manage the width in your page builder. In the **Design** tab, style the container, font, and button.

docusaurus/docs/business-app/crm/forms/index.md

@@ -21,6 +21,7 @@ Use UTM parameters in the links you publish (ads, social media, email) so form s
 
 ## What’s included
 
+- **Contact form template** with compliant SMS and email consent checkboxes built in
 - **Form Builder** with configurable fields and defaults
 - **Design** controls for container, fonts, button, and custom CSS
 - **reCAPTCHA** integration
@@ -31,6 +32,10 @@ Use UTM parameters in the links you publish (ads, social media, email) so form s
 
 For the full list of contact, company, and generic fields you can add, see [Form field reference](supported-fields.md).
 
+## Capturing leads with SMS and email consent
+
+If you want to text or email the leads you capture, start your form from the **Contact form** template. It's built for lead capture and already includes the phone and email fields along with their compliant consent checkboxes, so you don't have to build consent language yourself. See [Consent checkboxes](form-builder.md#consent-checkboxes) for how the default text and consent capture work.
+
 ## Share a form with a QR code flyer
 
 Every form has a default public landing page. From the form, you can generate a printable QR code flyer that links directly to that page. The flyer pulls your account branding automatically, so it's ready to print and display in-store, at events, or anywhere you want customers to scan and submit.
@@ -140,3 +145,15 @@ Yes. Phone number fields default to `+1`. Select the field in the form builder a
 
 There's no dedicated multi-select field type. Add the `Checkbox` field once for each option you want to offer, and label each one clearly. See [Build and publish a form](form-builder.md#adding-multiple-checkbox-options).
 </details>
+
+<details>
+<summary>Which template should I use to capture leads I want to text or email?</summary>
+
+Use the **Contact form** template. It includes phone and email fields along with their compliant SMS and email consent checkboxes by default, so you don't need to build the consent checkboxes yourself. See [Consent checkboxes](form-builder.md#consent-checkboxes).
+</details>
+
+<details>
+<summary>Do I need to add a consent checkbox for SMS or email myself?</summary>
+
+No. Any form that includes a `Phone number` or `Email` field automatically includes the matching consent checkboxes, unchecked by default. See [Consent checkboxes](form-builder.md#consent-checkboxes).
+</details>

docusaurus/docs/business-app/crm/forms/supported-fields.md

@@ -21,6 +21,11 @@ Contact fields and Company fields write to two different record types. A form wi
 - Timezone, Birth year, Gender
 - UTM Campaign, UTM Medium, UTM Source, UTM Content, UTM Term
 - Market ID, Owner, External ID
+- Transactional SMS consent, Marketing SMS consent, Email marketing consent
+
+:::info
+Consent fields appear automatically whenever a form includes a `Phone number` or `Email` field — you don't add them separately. See [Consent checkboxes](form-builder.md#consent-checkboxes).
+:::
 
 ## Company fields