Send Your First SMS Opt-In Message

  • Updated

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

Instructions

  1. Go to SMS > Messages. When this is your first time here, you will be prompted to send your first opt-in message:

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  2. Click Set Up Now to continue.
  3. 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.
  4. In Message Preview, see how your message looks by choosing a recipient from the drop-down list.
  5. 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!

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