Collect Customer Consent to Receive Marketing Messages
Once your SMS marketing number is active, customers can agree to receive marketing messages from your shop.
đź’ˇ Please Note: SMS Marketing is much stricter than transactional SMS (your regular shop SMS number). Regulations require that customers provide informed and explicit consent to receive marketing SMS from your shop. We have made it as easy as possible for your shop to gather that consent through the methods listed below.
Customers can opt-in to SMS marketing through the online order authorization, appointment scheduler, and work request form, or by texting “START” to your SMS marketing number.
From the Customer Authorization Form
When you send over an estimate or order to request customer authorization, customers will see a checkbox allowing them to agree to receive marketing-related text messages from your shop.
From the Appointment Scheduler
When a customer uses your shop’s appointment scheduler to request an appointment, customers will see a checkbox allowing them to agree to receive marketing-related text messages from your shop.
From the Work Request Form
When a customer completes a work request form, customers will see a checkbox allowing them to agree to receive marketing-related text messages from your shop.
Grow Opted-In Customers List
Upload opt-in dates to add existing customers to your SMS subscriber list.
Select the SMS Opt-In Tools tab from the CRM Campaigns page.
Select Upload next to SMS subscriber upload.
Select Download Customer List to download your customer list.
Please Note: Only update the opt-in column with opt-in dates for customers who have already opted in for SMS marketing. Non-compliance may lead to penalties. It is up to you to ensure your shop is meeting all compliance requirements. Review compliance requirements. Regulations may vary by state. It is your responsibility to consult your state's rules and laws around marketing messaging.
In the downloaded file, update the Marketing Opt-In Date column to add the date that each customer opted in to marketing messages from your shop. Adding this date will add that customer to the “opt-ins” count in your shop (the number of customers who have opted in to marketing messaging in your shop) and will allow those customers to receive SMS marketing messages moving forward.
đź’ˇ Please Note: The Shopmonkey Opt-In ID column is necessary for a successful import process. Do not remove the IDs from this column before uploading your SMS Opt-Ins.
After you’ve completed adding the opt-in dates for each applicable customer, go back to the Upload SMS Opt-Ins menu in Shopmonkey. Upload your edited file.
Review the number of opt-ins that will be added and check the box to confirm your compliance with SMS marketing regulations. Select Confirm & Opt-In.
Manage Customer Opt-Ins to Marketing Messages
From the Campaigns page, view the number of customer Opt-Ins to your marketing number.
From a customer’s profile page, they will have the green marketing SMS icon if they have opted-in to SMS marketing.
Pro-Tip: Increase the number of customer opt-ins by using your website or social media pages to advertise that your customers can text “START” to your SMS marketing number.
Opt-In Messages
Edit your shop's Opt-in Request and Opt-in Confirmation messages.
Make changes to the opt-in messages by typing directly into the preview, adding any Placeholders you see fit.
Optionally select a coupon from the dropdown to be included in your opt-in message.
Opt-In Request with Estimates & Invoices
Toggle on Opt-in request with estimates and invoices to send an opt-in request following a texted estimate or invoice of $500 or more. Each customer is asked at most once every 90 days, and never after they opt in.
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!
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