Collecting an "Opt-in" is all about getting consent to text one of your contacts.

This can come in many different forms. The goal of these opt-in's is all about receiving explicit written consent in order to message your contacts.

So why do you have to collect opt-in's?

It's a part of federal law in order to limit the amount of SPAM that exists in text messages or phone calls. This law is called the Telephone Consumer Protection Act, you can read more about that here.

Here is the short checklist of what you need in order to collect opt-ins.

  1. A way for contacts to give explicit written consent to receive messages

    1. There are a few different ways to collect opt-in from your contacts.

      1. Keywords (Autoresponders in MessageDesk)

      2. Web Forms (Forms in MessageDesk)

      3. Widgets (Chatbot in MessageDesk)

      4. POS system

      5. Paper Form

  2. A response message

    1. This needs to follow specific requirements outlined in this article.

At the bottom of the article, you'll find an FAQ about consent.

Collecting Opt-in

Keywords (Autoresponders)

This is by far the most simple to implement and the one we recommend.

In addition to being simple to set up, they're extremely easy for your audience to engage with.

A keyword may be something like "SUBSCRIBE" or "OPTIN". This qualifies as explicit consent to receive messages from you whether they are for promotional or informational purposes.

It allows for your audience to text a phrase into your number and receive an automatic response. Remember, you'll need to format your response message to follow these standards.

To learn more about setting up Autoresponders in MessageDesk, you can visit this article.

Web Forms

Do you have a website? This may be the option for you.

With Forms in MessageDesk, you can send the form as a link or embed it directly on your website if you're comfortable adding code to your website.

Forms are a great way to collect an opt-in from your audience as well as collect contact information.

You can format your form to collect all the necessary information you need as well as an automatic response when the form is submitted. Remember, you'll need to format your response message to follow these standards.

Widgets (Chatbot)

A chatbot is extremely similar to a form. It's designed to collect contact information and then send out an automatic text response.

It's a small icon that sits on the bottom corner of your website.

When you click on it, it will ask for the contact information similar to a form.

Once submitted, it will send an automatic message that confirms that the person has opted into text messages. Remember, you'll need to format your response message to follow these standards.

To learn more about setting up chatbots in MessageDesk, you can check out this article. This article will go over how you can create the chatbot and install it on your website.

POS System

You can collect text message consent on you POS system or your online store.

Here are some popular POS system providers where you can collect and get consent for messages:

Paper Form

A paper form can be used to collect explicit written consent from contacts.

It should have a few key elements:

  1. Phone Number

  2. Name

  3. A checkbox that offers a description of the types of messages they will receive

    1. I consent to receive updates via text message

Compliance (Response) Message:

Keywords, Web Forms, and Widgets in MessageDesk will send an automatic reply when submitted.

In order to remain compliant, you will need to send a reply that follows specific requirements. The response after someone agrees to receive messages from you is essentially a confirmation message.

We've listed a sample message below that we encourage you to use:

You've agreed to receive messages from [Company Name]. Reply STOP to unsubscribe or HELP for help. Msg&Data rates may apply.

FAQ about Consent

How to collect consent if you don't have a website

If you don't have a website, we highly recommend you utilize keywords. They don't require any setup outside of the keyword itself and doesn't require additional resources.

You may want to create marketing materials that advertise your keyword.

Why do I need to collect opt-in?

You need to collect opt-ins to verify that your contacts actually want to be receiving your messages. It's also the law, the Telephone Consumer Protection Act requires you to collect express written consent to send marketing messages.

To learn more about why you need to collect opt-in, check out this article.

Why do I need to collect opt-in if I already registered with the carriers?

Registration is only part of remaining compliant. This is how your business is registered with the carriers to be approved to send messages.

You still need to get consent from your audience in order to send messages to them.

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