Sending/Resending/Customizing the Opt-In (Attestation) Text
Attestation is the process of requesting permission to text message customers or prospects. This means getting legal consent to have communication and activity monitored and retained. Opt-In is a process which puts the power in the hands of your contacts and protects you and your staff regarding telecommunication regulations. In order to text compliantly, your organization will have chosen from either of the following opt-in methods:
- Opt-In: Requires the user to send the opt-in message. The contact must respond YES, verbatim, in order for the user to send further text messages.
- Personalized Opt-In: Allows the user to include a greeting message that appears prior to the opt-in message. The contact must respond YES, verbatim, in order for the user to send further text messages.
- Implied Opt-In: The user sends the opt-in message and is able to send follow-up text messages directly after. The contact can opt-out of the conversation at any time by responding STOP.
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Sending the (Opt-In) Attestation Text:
In order to compliantly text your contacts, you may need to send them the Opt-In (attestation) message displayed here, before you can begin using your own custom language. Once your contact responds Yes will you then be able to text them using your own custom language. If the contact does not respond for 24 hours, you will be able to re-send the opt-in message again, up to 5x in total.
Resending the (Opt-In) Attestation Text:
If the contact does not respond for 24 hours, you will be able to re-send the opt-in message again, up to 5x in total. Locate your contact's conversation and tap Ask Now to re-send. This button will only reappear once 24 hours have passed since your prior attempt.
Customizing the (Opt-In) Attestation Text:
If enabled and approved by your organization, you will have the ability to customize the language included in your Opt-In message.
- Click New Conversation in the top-right corner of the your workspace.
- Type in the name or phone number of the contact you wish to text.
- You will be presented with the below screen. Type in your custom text where it says "Write your message..." to proceed.
- Once you have typed in your message, click Send. Per compliance rules, the following message will be appended with your text: "Text YES to opt-in, to opt-out text STOP. Type GETINFO for more details."
- Your message will then be combined with your organization's Opt-In requirement, allowing your contact to respond YES once they are ready to text.
Another option available, based on your organization's compliance policy, is the Implied Opt-In method. This prompts you to first send the opt-in message. However, directly after, you can begin texting your contact using your own custom language without the contact needing to respond Yes. Your contact can opt out of the conversation at any time by responding STOP.