The First Step in Mobile Engagement: Opt-in
To receive mobile messages from your team, the audience will need to grant permission, a process referred to as opting in. Once someone has opted in, you have the authorization to communicate with them via text messaging. This opt-in status remains effective until the individual decides to opt-out, at which point they will no longer receive messages from you unless they choose to opt in again. The member must have a phone number eligible to receive text messages to receive the opt-in.
The subscriber does not have to send any messages back to Dialog Health to confirm opt-in. They may text the word STOP at any time to opt out of messaging. To learn more about how to send an opt-out text message, click HERE.
Method 1: Auto Opt-In
The Auto-Opt-in Campaign preference allows administrators to set an ideal time of day when you'd like your audience to receive the opt-in text message. The Auto Opt-in Campaign can run on an hourly basis, or once a day based on your team's preference. Assign rules to your auto opt-in campaign to direct your audience into a specific opt-in group. The Auto-opt-in Campaign is a great opt-in option for teams that send subscriber data for opt-in daily to Dialog Health or would like to control the time of day the opt-in occurs.
Method 2: Manually Opt-In
If a member has opted out of messaging in the past and would like to be opted back in for messaging, your team may need to manually opt-in that subscriber. You may also manually opt-in subscribers if you are building their profile directly in Dialog Health.
1) Search for the person
2) Select their First + Last Name, then select the Pencil Icon in the Person History window.
3) Select Opt-in Group(s), and place the person in the correct group(s) then click Select.
4) Upon completing, select Update, and the opt-in message will be sent to that person if they have a phone number eligible to receive text messages.
Review the person's messaging history to double-check that they received the opt-in text.
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