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, which are sending out an e-mail campaign to your customers or send a text message to the customer through their client profile. Any new customer that is added to your software will automatically be opted in for Text Marketing.
Sending an Opt-In Email
Navigate to your online cloud website.
Go to More and select Marketing.
In the bottom right corner, select the addition sign to begin creating your campaign.
For the campaign type, select Text Marketing Opt-In and press Continue.
You will now be able to edit the email template that will be sent to customers. You can adjust the text as needed, but do not remove the line for <Text Marketing Number> as the software will fill this in automatically with the phone number associated with your account for text marketing.
Press Continue in the bottom right once you have finished editing the template.
You can adjust the filter criteria that will be used to select which clients will receive the message to opt-in to text marketing campaigns. Press Continue once finished.
You can now review the settings for your text marketing campaign along with seeing the number of clients that will receive the text message campaign.
Press Start Campaign in the bottom right to have to software begin sending out your campaign.
Sending an Opt-In Text Message
This method of having your clients opt into text messages will have to be sent to each client individually and will count against the number of text messages included in your text marketing package.
Select Clients at the top of the screen.
Click on the client you wish to send the Opt-in text message to.
Select the Personal Info tab.
Select Send Opt-In Text.
On the pop-up message, select Yes to send the opt-in message to your client.
*Please note you will only see this option specifically after having a data conversion from another software.
