🛠️Configure SMS

How to set up your SMS number and opt-in settings to be ready to use in your account.

To configure your SMS, navigate to the top right of your account and click on Configure - Configure SMS.

Once you are there, you will see quite a few options to configure. Most of them will be added with boiler plate wording that you can update or leave as is, depending on how you'd like to set it up.

Here's a breakdown of each of these items.

SMS Number: This is the number your messages will be sent from, both for campaigns and from the Inbox. You can add a toll-free number on your own by clicking 'Change Number' or speak with your Customer Success team about setting up a regular 10-digit number.

If you choose a toll-free number, make sure to click 'Verify Number' once it is added and fill out the form. Once your number is verified, you will be able to avoid a lot of common issues with messages being blocked or suspended.

Auto-Response (when a new contact texts you): This message will send if a user sends a message to your configured number and you don't currently have them in your contacts.

The default message says: F45 Training Brodie Lane: Hey - thanks for reaching out. Please use the link below to add your info to our contacts list. We'll be in touch soon. Thanks. {{LINK}}

Auto-Response (when a new contact calls you): This message will send when a user tries to call your outbound number and they receive no answer. Missed calls will show in your account if you have Voice enabled.

Forward Calls to: If the number you are using for SMS doesn't have a voice component, calls made to the SMS number will be forwarded to the number that is configured here.

Opt-in Setting: Here you are able to decide if you want to use a Single Opt-in, Double Opt-in, or no opt-in for a few scenarios, including:

• Contacts who text in

• Contacts through website widget

• All other contacts

What these users are sent is configured in the below sections.

Double Optin Request: This is what will send when a user meets the requirements mentioned above and Double Opt-in is set. A Double Opt-in is when a user opts in when signing their membership contract and then opts in again when they receive this text and reply YES/START/JOIN or another opt-in keyword.

Default wording: We have received a request to opt you in. Please reply YES to optin.

Opt-in Keywords: Defaults to have START and JOIN as opt-in keywords, but you can use any keyword you like. YES is another common option.

Thank You - Optin: When someone texts the above opt-in keywords you have configured, this auto-response will confirm their opt-in.

Default wording: You've successfully opted in to our alerts. At any time reply STOP to opt-out or HELP for help.

Opt-Out Keywords: STOP and UNSUBSCRIBE are the most common opt-out keywords and are typically accepted regardless of what is configured here. However, just like the opt-in keywords, you can add your own custom keywords here if needed.

Optout Message: When someone texts the above opt-out keywords you have configured, this auto-response will confirm their opt-out.

Default wording: You've been successfully opted out of receiving text alerts. To re-optin reply START.

Help Message: HELP is another keyword that is standard in SMS campaigns. Feel free to change this as needed, but you'll want to make sure they understand why they are getting messages from you. Often a link to your website is a good idea as well.

Default wording: You'll be receiving text alerts from us regarding your account, offers & more. Standard data rates may apply.

Quiet Hours: During these hours, no automated SMS campaigns will be sent. By default we have the hours as 7:30pm-9am, but you can edit them as needed for your business. We recommend making sure they are set at least from 10pm-4am to be compliant, but it is up to you what hours you set.

Auto-Response (when a contact texts you in quiet hours): If you'd like an auto-response to be sent out when a user tries to contact you during the hours you set above, you can enable this and add your message here.

Max SMS per day per contact: Some companies only want a certain number of messages to be sent to a user per day. You can configure this here.

For example, if I was going to be targeted by 3 campaigns in one day, but you have the Max SMS per day per contact set to 1, I would receive the campaigns over 3 days instead of all on the same day.

Max SMS per day per contact: Some companies only want a certain number of messages to be sent to a user per week. You can configure this here.