Groundrise is a case management SaaS platform for social service nonprofits and government agencies. Staff coordinators use the platform to communicate with clients about appointments, services, and program updates. SMS is an opt-in feature — clients must actively choose to receive text messages before any are sent. Consent may be collected through three methods: the Groundrise Connect mobile app toggle, staff-assisted opt-in with verbal consent recorded by a coordinator, or by texting JOIN to the Groundrise sender number.

1

Client downloads Groundrise Connect

When a client is enrolled by their coordinator, they receive an invitation to download the Groundrise Connect mobile app. The app is available on the Apple App Store (App ID: 6773457286) and Google Play.

No SMS messages are sent at this stage. The client has not yet opted in.

2

Client navigates to their Profile page

Inside Groundrise Connect, the client taps the Profile tab at the bottom of the screen. This page shows their community, unit number, assigned coordinator, mobile number on file, and communication preferences.

The “Receive SMS updates” toggle is clearly visible and defaults to off. Before the client enables it, the screen already displays the required disclosure below the toggle, covering what messages they'll receive, how often, applicable rates, and how to opt out — along with links to the Privacy Policy and Terms of Service. The client's mobile number, already collected and verified by the client organization at account creation, is displayed on this same screen directly above the toggle.

My Profile

Mobile Number (646) 201-3868

Receive SMS updates

Toggle is OFF by default. No SMS sent.

You’ll receive SMS updates about appointments, services, and programs from your coordinator, including appointment reminders, service updates, program notifications, and community announcements. Message frequency varies. Msg & data rates may apply. Reply STOP anytime to opt out.

By enabling SMS updates, you agree to our Privacy Policy and Terms of Service.

This disclosure — visible to the client before they enable the toggle — covers all four required elements: purpose (including specific message types), frequency, data rates, and opt-out. The client's mobile number is also visible on the same screen. No consent has been given at this stage.

3

Client enables the toggle to opt in

The client taps the “Receive SMS updates” toggle to enable it. This action sets their sms_opted_in field to true in the Groundrise database, with a timestamp recording when consent was given.

Only after this action will the client receive any SMS messages from their coordinator or from Groundrise campaigns.

My Profile

Mobile Number (646) 201-3868

Receive SMS updates

Toggle is ON. Client has opted in.

You’ll receive SMS updates about appointments, services, and programs from your coordinator, including appointment reminders, service updates, program notifications, and community announcements. Message frequency varies. Msg & data rates may apply. Reply STOP anytime to opt out.

By enabling SMS updates, you agree to our Privacy Policy and Terms of Service.

4

Staff-assisted opt-in

Coordinators may also enable SMS on behalf of a client during an in-person intake meeting or home visit. The coordinator verbally reads the following script to the client:

“Would you like to receive SMS updates from your coordinator about your case, appointments, and programs? Message frequency varies. Message and data rates may apply. You can reply STOP at any time to opt out.”

If the client agrees, the coordinator enables the SMS toggle on their behalf in the Groundrise staff platform. A confirmation dialog requires the coordinator to explicitly acknowledge: “By enabling SMS for this client, you confirm that [client name] has verbally consented to receive SMS updates.” This confirmation is recorded in the platform alongside a timestamp.

This method is used during onboarding when a client has not yet downloaded the Groundrise Connect app but has provided verbal consent directly to their coordinator.

5

Alternative opt-in: text JOIN to the sender number

Clients who have not yet downloaded the app may also opt in by texting JOIN or START to (602) 878-6686. They immediately receive a confirmation reply:

“Groundrise: You are now opted in to receive appointment reminders, service updates, and program notifications from your coordinator. Message frequency varies. Msg & data rates may apply. Reply HELP for help, STOP to opt out.”

This automatically sets their SMS opt-in status in the platform database and is used for clients who prefer SMS communication before downloading the app.

6

Physical signage opt-in: program flyers

Client organizations may also promote the keyword opt-in method through printed flyers posted at communities and program sites — for example, advertising general community services. These flyers include the same target number, keyword, and required disclosures as the in-app instructions above.

Below is a generic example of this type of signage, illustrating the format and required disclosures — not a photograph of a specific posted flyer.

Groundrise

Community Services Program

Connecting clients with the programs, resources, and support available in your community.

Text JOIN to (602) 878-6686 for program updates

Message frequency varies. Msg & data rates may apply. Reply STOP to cancel, HELP for help.

The call-to-action includes the target phone number and keyword, the purpose of the messages, and the required frequency, rate, and opt-out disclosures — consistent with the keyword opt-in method described above.

How opt-out works

Clients can opt out of SMS at any time through two methods:

Once opted out, no further SMS messages are sent to that client from any part of the Groundrise platform. The platform enforces this at the database level — both individual coordinator messages and bulk campaign sends check sms_opted_in = true before sending.

Message frequency and content

Message frequency varies based on coordinator activity and the organization's communication practices. Messages include appointment reminders, program updates, service notifications, and community announcements. All bulk campaign messages include the opt-out instruction: Reply STOP to opt out. Msg & data rates may apply.

Questions about SMS consent or data practices:

privacy@groundrise.io

Full privacy policy: groundrise.io/privacy