When a contact opts in to SMS, Act-On can send them an automatic Welcome Message to confirm it. The Welcome Message is a single configurable SMS that goes out to every new opt-in - from a Form or a mapped Marketing List - so long as you have Credits available. This article covers how to customise it and how to turn it on or off per source.
Before you start
- Act-On Administrator privileges.
- Your account has SMS Credits.
- If your account already has SMS Opt-Ins, you have sent your first opt-in message.
Customise the SMS Welcome Message
Go to SMS > Opt-Ins. In the Welcome Message section, click Edit Message.
You can start from a template and use the standard composer tools to preview the message, add a short URL, insert personalization, and add opt-out language.
Enable or disable the Welcome Message
The Welcome Message sends automatically only to new opt-ins from Lists and Forms where it is enabled. Disable it on a source if you would rather send the confirmation from an automated program instead.
For a Marketing List
When you first map a list as an Opt-In source, you choose whether the Welcome Message is on.
To change it later, go to SMS > Opt-Ins, find the list under Source Lists, and tick or untick the Welcome Message box.
For Form opt-ins
The Welcome Message sends automatically when a contact submits a Form that includes the SMS Opt-In section and the Welcome Message is enabled on that section.
To change the setting for an existing Form, go to Content > Forms, open the Form, edit the SMS Opt-In section, toggle the Welcome Message, and save.
Next steps
- Build Your SMS Opt-In List: overview of how contacts reach the Opt-In List.
- Send SMS from an Automated Program: the automation alternative to a static Welcome Message.
- How to Use SMS Personalization: personalize the Welcome Message by name.