📝 Overview
With Text Marketing your customers would need to opt-in in order to receive text marketing campaigns. This is a regulation put in place by the Telephone Consumer Protection Act. This guide will walk you through the two options available to prompt your customers to opt-in to text marketing, by sending out an e-mail campaign to your customers or sending a text message to the customer through their client profile.
Messages will not send until your messaging account registration has been verified by Twilio. If you have questions or need help, learn how to contact your products support team below:
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📧 Sending an Opt-In E-mail to your Customers
Use an email campaign to invite clients to opt in to text marketing before you start sending promotional texts.
Click the arrow to learn how to send an opt in email to clients
Click the arrow to learn how to send an opt in email to clients
Go to Messaging & Marketing and select Send New E-mail Blast.
Enter a Campaign Name and a Detailed Description. Note that the customer will not see either of these items.
Within the When to Send section, you can select to send this campaign as a one time e-mail blast or on a recurring basis. With either option you can select when to start sending the campaign and if you select recurring, the end date of the recurring message if you wish to set one.
In the Who to Send to section, select Send to a targeted list of client and press the Select Filter Criteria button.
Select the option for Find clients based on customized criteria using purchase history, personal information, and visit history.
Press Next.
Expand the Client Options section by clicking it.
Check the box for Only include clients who have not subscribed to text marketing. You can select other options as well if you desire, but you will want to select the previously mentioned option at the very least.
Press Next.
A list of Clients will appear that have not opted into text marketing yet. Press OK.
In the What to Send section. select Create a New Template.
Select Use a pre-designed e-mail template and press Continue.
Scroll to the very bottom of the list and select the option for Text Marketing 1 Marketing. Press OK.
The template for the prompting your customers to subscribe to text marketing will now appear. You can change the Subject Line and content of the email if you would like, but it is recommended that you do not edit the section about the message and data rates. Note that any of the default text containing < and > will automatically be filled in by the software at the time of sending the email to the customer. Press Save E-mail Template once you are finished.
Select Turn on Campaign in the bottom right.
Your software will now begin sending out your email to your customers prompting them to subscribe to your text messaging campaigns. Note that once the customer subscribes to text messaging campaigns, it can take up to 30 minutes for it to be updated within the program.
💬 Sending a Opt-In Text Message to your customers
Send an opt-in text to clients one at a time so they can confirm consent. This method will count against the number of text messages included in your text marketing package.
Click the arrow to learn how to send an opt in text to clients
Click the arrow to learn how to send an opt in text to clients
Go to the Clients drop down menu and select Edit Clients.
Double click on the client you wish to send the text message to.
In the Text Message section of the General Tab, press the Text Opt-in button.
If you are sure you want to text the client an opt-in request press Yes.
The customer will now receive a text message asking them to reply SUBSCRIBE to receive messages. The message also lets them know message and data rates may apply. Once the customer replies SUBSCRIBE, it can take up to 30 minutes for it to become active.