When starting with SMS in Act-On, you may have contacts that have opted in to SMS, whom you have not yet sent any SMS messages to. You must send these contacts an SMS opt-in confirmation message, which is a one-time message to every contact who is already in your SMS Opt-Ins.
An opt-in confirmation SMS is only required if this is the first SMS you are sending & you have contacts in SMS Opt-Ins that you can send messages to.
Essentials to get started
- Your account has SMS Credits.
- Your account has SMS Opt-Ins.
Instructions
- Go to SMS > Messages. When this is your first time here, you will be prompted to send your first opt-in message:
- Click Set Up Now to continue.
- In the SMS Message Composer, create a message to send that will confirm opt-in for your contacts:
- Click on simple or legalese to start with a template version
- Click on the calendar icon to add the Opt-In date:
{{={{_TIME(20)}}}}
- The unsubscribe language "Txt STOP to OptOut" is required and cannot be removed from the Message Text.
- In Message Preview, see how your message looks by choosing a recipient from the drop-down list.
- When you are ready, click Send Message to send now, or Schedule Send to choose a date and time.
After a few minutes, the message will send and you will see the SMS Message report by going to SMS > Messages.
Next Steps
Now that your first Opt-In message has been sent, your account is ready to set up your automated welcome message and send SMS!