SMS Opt-Out

By allowing your contacts to opt out of your SMS messages, you show your company in a better light and receive a higher success rate. By not sending SMS to unwanted recipients, the Traffic Balance ratio will also increase (you can read this more by visiting the SMS Best Practices article), decreasing your chances of getting your SMS blocked by other carriers. 

Jump to a specific area of this article by selecting one of the sections here:

 

Contact Automatically Opted Out When Added

  1. Log in to VanillaSoft as an Admin.
    Log In to VanillaSoft.jpg
  2. Select the desired Project you want this setting to apply to.
    Select Project.jpg
  3. Under Field Customization, click on Phone Fields.
    Open the Field Customization menu, and select the Phone Fields section.png
  4. Check the Contacts manually added by callers are automatically opted-out of SMS box.
    Check the Contact manually added by callers are automatically opted-out of SMS box.png
  5.  Click Save.
    click save, phone fields.png

 

Add Option to SMS Template

  1. Log in to VanillaSoft as an Admin.
    Log In to VanillaSoft.jpg
  2. Select the desired Project you want this setting to apply to.
    Select Project.jpg
  3. Open the Email, SMS & Docs menu, then select the SMS Templates section.
    Open the Email, SMS & Docs menu, then select the SMS section.png
  4. Select the template you would like to modify.
    select the template you would like to modify.png
  5. Type a message informing the recipient to reply with "STOP."
    Type a message informing the recipient to reply with STOP.png
    • Note: Alternatively, select Insert Opt-Out, then choose an existing message to insert.
      Alternatively, select Insert Opt-Out, then choose an existing message to insert.png
  6. Once complete, click Save.
    click save, phone fields.png

 

Modify Specific Contact as a Caller

  1. Log in to VanillaSoft as a Caller.
    Log In to VanillaSoft.jpg
  2. Select Edit from the top-left corner of the Contact's information.
    Select Edit, Caller screen.png
  3. Check the SMS Opted Out box.
    Check the SMS Opted Out box.png
  4. Click Save.
    Click Save, Edit Contact.png

Note: All of these changes can be undone if the contact wishes to receive SMS moving forward.

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