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Select Opt-Out and Opt-In

A client may choose to opt out of an active conversation or any future conversation by responding to a text message with a keyword such as STOP, QUIT or OPT-OUT. The agent must respect the client’s request and enter the information into the system.

Conversely, a client may choose to opt in at any time, stating in their text message that they wish to receive future messages.

To select opt out for a client:

  1. From the message list, select the message in which the client indicated a desire to opt out of further messages.
  2. From the menu bar, click Opt-Out.
  3. A bullet indicator appears in the OptOut column and OptOut: Yes appears in the client information area.

To select opt in for a client:

  1. From the message list, select the message in which the client indicated a desire to opt in to receiving future messages.
  2. From the menu bar, click Opt-In.
  3. The bullet indicator appearing in the OptOut column disappears and OptOut: No appears in the client information area.

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This page was last modified on February 2, 2015, at 12:13.