Certain SMS use cases, such as HIPAA-compliant texting or marketing SMS, legally require express written consent from contacts before texting them. Textline ensures our customers get this required opt-in with our patented double consent process. For customers using this consent feature, you can set up an auto reply to trigger to customers after they confirm consent.
The goal of a Double SMS Consent Auto Reply is to confirm subscribers were successfully added to your contact list and to welcome them to your SMS channel.
For example, say a subscriber opts into your texting service and completes their double consent after business hours. You’ll want to send a welcome or confirmation message to the subscriber as soon as the opt-in process is completed. With this Automation, subscribers will receive a welcome or confirmation message back from your office regardless of the time of day or how busy your agents are.
Let’s look at how to set up this Automation in Textline’s platform.
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">1</div><p class="step-text" id="step1">In the Automations window, click New Automation.</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">2</div><p class="step-text" id="step2">Select Build From Scratch. </p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">3</div><p class="step-text" id="step3">Name your Automation.</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">4</div><p class="step-text" id="step4">Select Consent Given for the Automation Type.</p></div>
<p style="padding-left: 32px">This signals Textline that you want the action to occur after a contact has completed the double opt-in consent.</p>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">5</div><p class="step-text" id="step5">Set any rules or conditions you want met.</p></div>
<p style="padding-left: 32px">Conditions are rules that cause an Automation to fire or prevent it from triggering. You don’t need to have conditions, but they can help you place rules around the Automation. Learn more about conditions here.</p>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">6</div><p class="step-text" id="step6">In the Actions section, choose Send a message and type out your desired message.</p></div>
<p style="padding-left: 32px">You can personalize the message with Variables. Learn more about those here.</p>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">7</div><p class="step-text" id="step7">Preview your Automation. </p></div>
<p style="padding-left: 32px">Double-check your Automation and proofread your message.</p>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">8</div><p class="step-text" id="step8">Finally, click Create Automation to start automatically welcoming your consented subscribers! </p></div>
Here’s a few templates you can use to get started.
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">1</div><p>Hello [Name]! Thanks for being here. Stay tuned for exclusive benefits, discounts, and sneak peeks!</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">2</div><p>[Name], thank you for trusting our practice with your healthcare needs. We look forward to providing you with excellent service. Our hours of operation are M-F, 9am - 5pm.</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">3</div><p>[Business name]: Thank you for subscribing. Our agents are available 24/7 to assist you with account questions or concerns.</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">4</div><p>Thank you for opting into [Practice name]’s texting service. You can text us here to schedule or change appointments as needed.</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">5</div><p>Hi [Name], we’re delighted you’ve joined our subscriber list. Get ready for exclusive discounts, subscriber perks, and more!</p></div>
Don’t leave your subscribers hanging. Automate your post-consent welcome messages with Textline and make your new contacts feel seen and informed, no matter the time of day.
Try Textline for free or schedule a demo to see Textline’s Automation magic at work.
