Allowing your clients to opt in and opt out of text messages is not only professional it is also necessary to stay in compliance. This article will dive into how your clients can opt in to receive text message from your business through 17hats.
Requirements
There are two items that are required by you 17hats contact to receive text messages.
First they will need to opt in through our opt in question in either a Lead Capture Form, Online Scheduling Question, or Questionnaire.
Next, a valid phone will be needed within the Contact details.
Lead Capture Form
Text Opt In Question
By adding an Text Opt In Question to your Lead Capture Form, new leads will easily be able to opt in to receive text messages.
Suggested wording: Would you like to receive text messages from [Business Name]? By answering yes below you will receive automated text messages. You can reply STOP to unsubscribe. |
Cell Phone Number
Next, you will need to capture the leads cell phone number. Add a short field to your lead capture form and select Lead Phone Number in the Maps To dropdown.
Questionnaire
Text Opt In Question
You can also add an Text Opt In Question to your new and existing Questionnaires. Simple create a new template or open an existing template and add the Text Opt In Question.
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Again, because you need your contact to opt in AND have a valid phone number, we suggest pairing the Opt In Question with a short field question mapped to Phone Number.
Online Scheduling
Text Opt In Question
Add an Text Opt In Question to your new and existing Online Scheduling Services. Simple create a new service or open an existing service, scroll down to the Service Questions section and add the Text Opt In Question.
Make sure the Service Questions section is enabled by toggling on the green switch.
Opting Out
Your contacts have the right to opt out of the text messages as well. Due to this right, they can reply with STOP to any text message you sent, and they will automatically be opted out.
If they wish top opt in again, we suggest sending them a questionnaire with an opt in question/