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.
- 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.
- 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
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:
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.
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.
- 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.
Your AIQ account will be assigned a dedicated "Text To Join" number that appears in your Texting Settings.
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.
Some customers will not want to be a part of texting, in that event they can always opt-out by texting "STOP" or "Stop" to any text and they will be marked as opted out going forward.
If they ever made a mistake and want to opt-in again, they will need to re-enter the signup flow to trigger a new opt-in request to be sent. This can be done through the sharing options like URL, QR Code, etc.
After they submit the form again, they will be presented with a message that asks them to "START" to confirm the re-opt-in.
