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

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

   

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!