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Text Message Opt-In

Claire Frank
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Overview 

For schools utilizing our Text Messaging feature, when parents or guardians provide a cell phone number on a form, they are required to choose whether they wish to receive or opt out of receiving texts from your school.

In this article

Opt-In/Out on a Form

If Cell is selected as the phone type within a form, a confirmation text will appear asking the parent/guardian to confirm whether or not they consent to receive text messages from the school.

The message will contain your school's unique texting number. You can learn more about your number within our Text Messaging Overview article.

When someone opts out, an attempt to send them messages through text will fail.

Text Message Opt-In on a form.

Tracking Opt-In/Opt-Out

On the record

Within the record, wherever the phone number is listed, you will see a green circle to indicate that they opted in, or, a red circle to indicate that they opted out.

Opt out circle example.

Opt in circle example.

Within a search

You can build a search to list all parents/guardians who have opted out of receiving text messages.

  1. Start by selecting All other fields and, in the Field dropdown, select Role and then set that to 'is' Parent
    Example search criteria for all parents.
  2. Add a second criterion to the search, again selecting to search with All other fields and, with this criteria, search the word "Opt". This should bring up your 3 opt-in fields for texting. (The field names may vary from site to site so it may not be exactly as pictured.)
    Example search showing the phone opt in fields
  3. Select one of the Opt-In phone fields and set the criteria to 'is' No to see a list of everyone who has opted out. Alternatively, you may set it to 'is' Yes to list all parents who have opted in.
    GIF of a search for "Phone 1 Opt in" showing the option to choose whether the parent has selected yes or no to opt in or out of communications
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Exporting

We also have an export built specifically for exporting Opt-Out data. It provides info the parent ID, name, and number and type of all numbers they've opted out of. 

Opt-Out Export

There is no charge for adding this export to your site. If you'd like our team to build this into your site, please reach out to our Support team.

Things to Keep in Mind

  • If you enter a Cell phone number on the record (rather than the parent entering it through a form), it will automatically be set up as Opt-In. You cannot manually set a cell phone number as Opt-Out on a parent's behalf. 

  • Parents can still select to Opt-Out at any time by responding to texts with "STOP" and opt back in via a form. Currently, recipients can not opt back by replying with "Start".
  • Opt-In/Out can not be disabled while texting is enabled. If you have the Text Messaging feature enabled on your site and do not wish to display opt-in/out confirmation, the Texting feature would need to be disabled on your site. If you'd like to disable texting, please contact our support team.

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