Create and Send a Classic (V2) Text Messaging Consent Form

You must receive consent from a Client or Lead before you can send them a Two-Way Text message. The easiest way to receive this consent is to provide a Form to your clients.

Warning: We recommend you use New SA (V3) Forms for this process instead of Classic (V2) Forms. Classic Forms do not match responses to Accounts consistently when filled out from a website.

Create a Classic Consent Form

To create a classic consent Form, follow these steps:

  1. Navigate to Marketing > Forms.
  2. Select Add Form in the top right. If you want to add the consent field to an existing Form, select that Form instead.
  3. Update the Form settings, such as the name of the Form, the description, and the confirmation message. Under the Create on Submit option, select Create/Update Client.

  4. You may add any field you'd like at this point but there are four required fields: Name, Email, Phone, and Text Message Opt-in.

  5. Click on each field to add it to the body of the Form on the right. You can then edit any field description by selecting the field and typing in the description text box.

    !! Important !! - It is imperative that you leave the name of your company in the Text Opt-In description field. It must be completely obvious to whom the Form recipient is providing consent.

  6. Click on the Name field and select Client Name (First/Last) from the "Map To" dropdown.

  7. Click on the Email field and select Email from the "Map To" dropdown.

  8. Click the Phone Number field on the right and change the "Field Label" to Cell Phone Number. Set it as a required field then select Cell Phone from the "Map To" dropdown.

  9. Once done adding and editing fields, click Save & Close.

Sending the Consent Form

To send the consent Form via email, follow these steps:

  1. Navigate to CRM > Clients or Leads.
  2. Select the filter Text Opt-In = Needs Opt-In and click Search. This narrows down the Account list by only showing Accounts that haven't opted-in or out of text messaging.

  3. Select all Clients with the top checkbox and go to Actions > Marketing.
  4. Select Filtered in the Send Type dialog.

  5. Either select a premade email document template by selecting Insert Document or compose a new email. Whichever route you select, the email body must contain the Merge/Personalization Tag for [formlink] and the Form you created must be selected in the Insert Form dropdown. The system will replace the [formlink] merge tag with a link to your consent Form.

  6. When you're done creating the email, click Send.
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