You are solely responsible and liable for complying with all SMS Marketing regulations, including the Telephone Consumer Protection Act ("TCPA") and the CTIA's Short Code Monitoring Handbook and Messaging Principles and Best Practices.*
OPTING-IN AND OPTING-OUT
- Clients must first opt-in to receive SMS marketing campaigns from you. When the Client Marketing SMS Opt In template is activated in Automated Messages and a client is created with the Marketing SMS checkbox checked on their client profile, a text message will be sent asking the client to confirm that they want to receive SMS marketing.
- Clients won't receive any Marketing Campaign Text Message until they reply YES to the confirmation SMS.
- If the client responds with STOP to any text message from you, they will be unsubscribed from SMS Marketing Campaigns.
- If the client’s information is edited, the phone number is changed, or the Marketing SMS checkbox is unchecked at any time, then the confirmation process must be started again.
- Opt-Ins: When creating your opt-in message for your campaign, make sure your clients know that they're joining an SMS Marketing list. You must include the following information:
(i) Business/Program Name
(ii) STOP Instructions
(iii) HELP Instructions
(iv) Frequency (v) Message and Data Rates May Apply
- HELP: When an SMS marketing subscriber responds to any of your campaigns with the word HELP, you must include the following information in your reply:
(ii) STOP Instructions
(iv) Message and Data Rates May Apply
- Prohibited Language: Your text alerts cannot promote or include any of the following:
(ii) Adult content
(iii) Profanity or hate speech;
SMS Marketing Campaigns may only be sent between 8:00 am - 9:00 pm in the time zone your recipient is in. MyTime will automatically enforce this.
Let's now look at how to send an SMS Marketing Campaign. It is important to note the following:
- The character limit for a single SMS message is 160 characters.
- After every 160 characters, we count it as a new SMS.
- To get started, navigate to Marketing > Automated Messages
- From there, open the “Client Marketing SMS Opt In” template under Client Engagement.
- Ensure you follow the guidelines noted here when editing the template.
- After making your changes, save the template then activate it. Once activated, when a client is created with the Marketing SMS checkbox checked on their client profile, a text message will be sent asking the client to confirm that they want to receive SMS marketing. If the client has not responded, you can use the Resend Request button to resend the opt-in message. Please be mindful of the SMS Marketing compliance regulations.
- Next, go to the Campaigns tab and then select “Text Message”. Here you can use information from an existing email template or create your own.
- After making the necessary adjustments to your campaign, click on the "Next Select Recipients" button.
- You will be given the option to choose which clients should receive the campaign. Once satisfied with your recipient list, click on the Send button.
- On the Campaigns Sent tab under the Sent Text Message Campaigns section, you will be able to view all SMS Campaigns that were sent.
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