Disclosure, Opt-in, Opt-out & Help: How to Do It

3 min read

Intro

Disclosure/consent text, opt-in messages, opt-out messages and help messages should all be considered when your business starts texting. Depending on how you plan on leveraging text messaging will impact how you go about putting these things into place. We’ll give you some examples of what should be included within these texts for you to reference. As always, if you ever have questions or need some more help getting set up with Beetexting don’t hesitate to text the support line, 309-605-0723.

Disclosure (Conversational Texting)

Disclosure is either asking for permission to text with an individual or clearly informing them how you plan to text with them. This should happen right at the beginning of your relationship with a prospect or customer.

Where

Place disclosure on a contract, signup form or verbally communicate that your business will be texting them. Make sure to mention what kind of information will be sent via SMS.

What

“When you agree to our services, you also agree to receive text messages regarding updates to your account. We will send messages to the mobile number that you provide on file and only message you when more information is needed, regarding a change to your account, or if there are any billing issues.”

Opt-in Messages

Opt-in messages are used to confirm the consent of an individual to receive marketing messages. If you are sending marketing text messages, it is required for you to keep a record of the individuals who allow your marketing messages. One way to keep those records is to use Opt-in automation since a text of their approval will stay within Beetexting. A common way to use opt-ins would be to prompt a keyword from an individual, then use a second automation to confirm their opt-in.

Where

On your website, digital marketing, or on some kind of sign within your establishment, prompt the individual to text a keyword to your phone number. From there, the automation you set up will take care of the rest.

What

“Text COUPON to 123-456-7890 to receive monthly coupons via text!”

The individual would then text that keyword to your number. That keyword would prompt an automated response similar to this:

“You are opting-in to receive monthly coupons via text message from Your Business Name. Reply YES to confirm. Reply Help for more information. Text STOP at any time to no longer receive messages.”

If the individual were to reply YES:

“Awesome! Here is your first coupon code COUPON10. We will send you your next coupon code next month 🙂 Feel free to text us any questions you have about our services.”

Opt-out Messages

Opt-out messages are used to inform the individual that they have opted out of your marketing campaign. When somebody texts STOP to your number, they will automatically be opted out and will no longer be able to receive your text messages. You can set up your own opt-out message so that if the individual wants to rejoin your campaign, they can. Do this by setting up a keyword automation with an opt-out prompt. Inform your customers how they can opt-out at the beginning the texting relationship.

Where

Whenever somebody opts into your marketing campaign, inform them of the opt-out text that will remove them from the campaign.

What

In your opt-in text add the keyword they’ll need to opt-out.

“Reply PAUSE to stop receiving marketing messages.”

If you go this route instead of using the generic STOP keyword, which blocks all communication, make sure to create an automation for them to opt back in. So if the individual sends PAUSE:

“No worries! If you ever want to receive marketing messages again, text RESUME.”

Help

A help automation is required by some wireless carriers, so you should always have one in place. Help texts allow recipients of your messages to see information about who is texting with them and how they can get in touch.

Where

Help messages should be set up as an automation. Once created, you can leave it and forget it unless your business information changes.

What

If somebody were to text HELP to your number, they’d receive an automated message like this:

“You’re texting with [Organization Name]. Reply STOP to no longer receive text messages. You can always text or call us at [Phone Number] or visit our website at [Website URL].”