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As of November 2023, Opt-In Workflows are required for SMS messaging in the United States. Please carefully read the information below to set up Opt-In Workflows. |
Important: Required Opt-In Consent for SMS Messaging During Case Registration
For SMS Messaging in the United States, you are required to confirm with the end user whether they opt into receiving messaging or not during Case Registration. You can capture this consent in the backend as a case property to initiate messaging.
To do this, begin include in all SMS messaging workflows with registration forms a consent question such as "Do you consent to receiving SMS messaging?"
If the answer is Yes, capture the result in a question on the SMS survey with the value "1".
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This consent can be captured via an SMS survey or by receiving verbal confirmation during case registration via a frontline worker.
Additional
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Case Properties
Below are the additional case properties to set on a case in order to enable it for messaging:
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If you happen to run into errors during the registration and testing of SMS messages, you can review our error message descriptions here.