Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and adjust text opt-out settings.
Access
- (A) Settings icon - Click to access all available administrative settings.
- (B) TXT Opt Out - Click to access text opt-out settings.
Adjust Settings
- (C) Disable appending unsubscribe text to sms checkbox - Leave unchecked if you want an unsubscribe message to appear at the end of all outbound text messages. Click the checkbox to remove the unsubscribe message from outbound text messages.
- (D) Confirm SMS consent for new leads checkbox - Click to force users to confirm they’ve asked a new Lead for text consent before initially saving the Lead card.
- (E) Send Opt In for new leads checkbox - Note: This only appears if Confirm SMS consent for new leads is checked. Click to automatically send an “Opt In” confirmation via text message to all new Leads.
- (F) Save - Click to apply changes.
