*This feature is in beta testing currently for a select few, rolling out to all members soon.
Allowing your clients to opt in and opt out of text messages is not only professional—it’s also required to stay in compliance with texting regulations. This article explains how your clients can opt in to receive text messages from your business through 17hats.
💚 What Does “Opt-In” Mean?
When a contact opts in, they are giving permission for you to send text messages to a specific phone number.
This permission is tied to the exact phone number provided.
If the contact changes their number, they will need to opt in again for the new number.
💚 How Can a Contact Opt In?
A contact can opt in through an opt-in question that you can add to:
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This opt-in question includes three parts:
Opt-in or opt-out choice – the contact can say “Yes” or “No” to receiving texts.
Required disclaimer – this text cannot be changed and is included to keep you compliant with texting regulations.
Phone number input – When the contact opts in, a phone input will appear for the contact to enter the number they want to opt in with.
Tip: You can set the opt-in question as optional or required. It's up to you! |
💚 What Happens When Someone Opts In?
The contact will automatically receive an opt-in confirmation message via text.
Their status will appear on your SMS Subscription Status page.
From the SMS Status page, you can:
View and send messages
Sort messages into different Projects
Manually opt contacts out if needed
💚 What Happens When Someone Opts Out?
Your contacts have the right to opt out of the text messages. Due to this right, they can reply with STOP to any text message you sent, and they will automatically be opted out.
When a contact opts out:
Their opt-out status will be displayed on the SMS Status page.
Texting will be disabled for that contact.
Automated texts will not be sent to the contact until they opt in again.
If they wish top opt in again, we suggest sending them a questionnaire with an opt in question.