Texting: Opting In & Out

in order for one of your customers to receive a text message, they must have an opt in status of true this means that they have given consent at some point to your business that agrees to receive text messaging to their provided mobile phone number to import an opt in list from another provider, please refer to bulk import personas docid\ u53udjgtlb rkaqpjcfck how to check text opt in status option 1 individually navigate to customers > personas click on the filter "subscribed" and filter by "sms opted in" all filtered personas will be opted in to sms you can also view this status from the persona details > general tab option 2 in bulk navigate to customers > audiences create a new audience all users where > performed event / text opt in status > is true this will give you a list of customers that have opted in, you can set it to " is false " for the opposite save how to get new opt ins into aiq after you upload or import via integration your previous customer data into aiq, you will need to account for new customers that are opting into your marketing program there are multiple ways to get opt ins 1\ signup forms manually enroll via signup forms we recommend creating a signup form asking for pii (phone and/or email), as this will not only create the customer account in our system but will also trigger an opt in request message to be sent automatically this process is referred to as "double optin request" and must be done to get permission from the customer in order to text them in the future after they received the opt in request, they must text "y", "y", "yes, "yes" or "yes" back this will then send a post opt in confirmation message you can customize these messages in texting settings docid\ dvcqvk rlqsacsl36ng 6 auto enroll via signup forms if you don't want customers to have to reply "y" or "yes" to enroll in sms marketing, follow the steps below to automatically enroll customers create a signup forms docid\ hcunkbnambg5ni7hmpgyn in fields add the customer signature field and mark it as required in extras > advanced set the sms automatic opt in to on (this toggle only is enabled if you've completed step 2) save and share 2\ text to join number your aiq account will be assigned a dedicated "text to join" number that appears in your texting settings docid\ dvcqvk rlqsacsl36ng 6 3\ pos setting turn on the send an sms double opt in request if a contact with a phone number is synced from this source after x date setting on your pos integration we recommend turning this on after going live with new sign ups this will trigger an sms to be sent to any phone number that is not currently opted in to ask them to join the marketing list you can go back in time to send a new request to ask pending double opt in requests can be tracked by running a member club report under data analytics opting out of texting see unsubscribing docid\ v7rgjsj8u3ggxbukzciio