ITMS Opting in and Opting Out

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InterProse Text Messaging System (ITMS) provides several methods for consumers to opt in to or opt out of receiving text messages.

Please Note:

Some customers may have clients whose business type qualifies for an auto opt-in process.

Contact support for configuration assistance.

Opt-in Methods

Consumers must opt in before receiving text messages through ITMS. The available opt-in methods depend on how the request is initiated.

Agent-Initiated Opt-in:

An agent can send an opt-in request from a consumer's phone demographic record.

  1. Open the consumer's account in ACE.

  2. Open the phone demographic record.

  3. Under Text Messaging, click Send Opt In Request.

  4. The consumer receives the opt-in request and replies YES.

  5. The consumer receives a unique PIN (authorization code).

  6. Enter the PIN in the Txt Msg Auth Code field to complete the opt-in process.

Image Displays Send Opt In Request

Image Displays Send Opt In Request

 

Image Displays Consumer PIN

 

Image Displays Entering PIN in Txt Msg Auth Code Field

 Quick Opt-In:

Quick Opt-In allows an agent to initiate the opt-in process without entering an authorization code.

  1. Select Quick Opt In for the consumer's phone number.

  2. The Opt field is set to In.

  3. An opt-in request is sent to the consumer.

  4. The consumer replies YES to complete the opt-in process.

Image Displays Quick Opt-In Method

 Supervisor-Initiated Opt-In:

When a consumer sends a text message from a phone number that is not associated with an ACE account, a supervisor can initiate the opt-in process.

  1. Link the phone number to the appropriate account.

  2. Send an opt-in request to the consumer.

  3. The consumer replies YES to complete the opt-in process.

ACE System Opt-In Text Message Templates

ACE System Messages are predefined text message templates used for automated responses initiated by specific system activity in ACE.

ACE System Messages:

  • Have identifiers beginning with ACE_SYSTEM_MSG

  • Have labels beginning with Ace System Msg

  • Are maintained in the Text Msg Profile section of the Text Message Vendor page

  • Include a Use Case field to describe when and how the message is initiated

  • Cannot be selected manually by an agent

  • Cannot be cloned

  • May support MMS attachments (viewable/editable only by users with the Edit Role)

  • Cannot be deleted

  • Have Allow As Payment Source set to true by default

The following ACE System Messages are used during the opt-in process:

Identifier

Body

Label

ACE_SYSTEM_MSG_OPT_IN

Reply YES to receive msgs from ${customer.companyName}. Reply HELP for help, STOP to cancel. Std. msg&data rates apply.

Ace System Msg Opt In

ACE_SYSTEM_MSG_OPTED_IN

Thank you for agreeing to receive msgs from ${customer.companyName}. Reply HELP for help, STOP to opt out. Std. msg&data rates apply.

Ace System Msg Opted In

Opting Out:

Consumers can opt out of receiving text messages by:

  • Replying to a text with any of the recognized keywords or emoticons listed below

  • Being manually opted out by an agent within the ACE system

After opting out, the consumer receives a final confirmation text message.

Recognized Opt-Out Keywords

ITMS recognizes opt-out keywords in English, Spanish, and French.

Language

Recognized Opt-Out Keywords

English

stop, unsubscribe, cancel, opt-out, opt out, end, optout, quit, delete, go away, leave, cease, block, halt, stopall, f*** off, f*** you, revoke

Spanish

alto, baja, cancelar, darse de baja, detener, parar, salir

French

annuler, arret, arrêt, arreter, arrêter, desabonner, désabonner

Recognized Opt-Out Emoticons

The following emoticons are also recognized as opt-out requests:

  • Stop sign

  • No entry sign

  • Cross mark

  • No entry

  • Bell with slash

  • Mobile phone off

  • Middle finger


Agent Opt-Out Process

Agents can manually opt out a consumer from the account.

  1. Open the consumer's account in ACE.

  2. Click the phone number in the account's Summary section.

  3. Select Opt Out.

The consumer receives a final confirmation text message.

Image Displays Agent Opt-Out

 Example Opt-Out Text Message:

Image Displays Opt-Out Text Message