Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Campaigns SMS Opt-In Flow

Campaigns is an exciting new way for you to engage with customers via SMS or text message!

Campaigns is an exciting new way for you to engage with customers via SMS or text message! But to text with your customers, you first need to get their written consent.

In this guide we’ll show you the different ways to acquire written consent to build a compliant SMS subscriber list quickly and easily.

Signup Campaign Automation

The Signup Campaign Automation allows you to automatically build your opt-in SMS list. This automation piggy-backs on the review request flow by asking for written consent for promotional SMS after receiving a positive 1st-party review from someone with a phone number on file in GatherUp.

Build a compliant SMS list by asking your happy customers on an ongoing basis with the Signup Campaign Automation.

  1. Log in to your GatherUp account.
  2. Click Settings and choose Campaign Settings

By default, the Signup Campaign Automation is toggled OFF.

  1. To turn this Automation on, click the toggle to ON

When this Automation is turned on a recipient with a mobile number who leaves your business or client a positive 1st-party rating, will receive a text saying:

Thank you for your interest in [Business name] . Reply “y” to subscribe to recurring automated promotional messages from us. Reply STOP to unsubscribe

If the recipient replies Y they will get a message that says:

Great! You’ve subscribed to [Business name]. Reply “STOP” to unsubscribe. Message and data rates may apply.

If Recipient replies N or STOP, they

Ok, you won’t receive any more messages from us. Reply “Y” or “start” any time to resubscribe.

This Automation is set at the Account level or Client level for Agency accounts. If the toggle is ON, any location within that Account or Client will have the Automation turned on.

User Permissions:

  • Admins, Agency Managers, and Managers have full access to turn the Signup Campaign Automation on or off.
  • Users with Team-level access can access the Campaign Settings page, but will not be able to enable or disable the Automation.
  • Users with Contributor or Read-only access will not see Campaign Settings in their Settings menu and thus will not be able to toggle this automation on or off.

This section will highlight what happens when you try sending an SMS Campaign to people who have not opted in to receive SMS messages.

1. Log in to your account

  1. Create a New Campaign. Here’s the help guide for Campaigns and sending New Campaigns.

When you select an existing list or a CSV upload a message appears that displays how many “potential” people in your send will receive the campaign once they opt in. In the below example we have "2 eligible SMS recipients and "1 Potential SMS recipient" who will receive the campaign after they reply “Y” to the opt-in message.

Note: The first time you send a campaign the number of potential recipients might be the full list.

Recipients who have NOT opted in, will be sent the Opt-In messaging campaign below.

If the people on this list respond “Y”, they will then be added to your “opt-in” list and will subsequently be sent the Campaign.

People who respond “N” or “No” will not be eligible to receive SMS campaigns from your account.

Bulk Signup Campaigns

The third and final way to acquire consent from customers before texting them is to do so in bulk. You can find the user guide for Bulk Signup Campaigns here.