User Guide | SMS and WhatsApp™ Consent, Opt-In and Opt-Out

We know how exciting it is to be able to text your recipients! We're excited for you.

Before you start texting away, there's one important item to take note of: Ensuring that you're legally obtaining the consent of your recipients. Read on for a few handy tips and tricks for keeping within compliance. You'll be on the fast track to texting with Mogli in no time.

OBTAINING CONSENT

DISCLAIMER: We know our stuff, but strongly suggest running your method by your preferred legal counsel, as TCPA guidelines may change without notice. Ultimately, it's your responsibility to ensure compliance.

Additional in-depth resources:

ASK

Ask for consent anywhere you're asking for other info, such as within a paper or web intake form, email, or on a call.

INBOUND CONSENT

Use Mogli's Form Template functionality to create an inbound keyword - or Query String - and have the opt-ins come straight to you.

EXAMPLE LANGUAGE

Be clear when explaining what opting in entails, and exactly how to opt out. Remember - it's illegal to text someone to ask for consent.

Check this box to subscribe to text messages from us. You can expect to receive 3-4 messages per month and can opt-out at any time by texting the word STOP. Standard messaging and data rates apply.

Text in the word MOGLI to 555-555-5555 to opt in to text messages and obtain more information on our program.

Inbound messages containing STOP, UNSUBSCRIBE, CANCEL, OPT OUT or QUIT will automatically prevent subsequent messages from being delivered until the recipient responds with START, YES, or UNSTOP.

WHAT ABOUT OPTING OUT?

If someone hasn’t responded to your request, consider that an opt-out. It's illegal to text them until they've provided consent.
If someone initially opted-in and then wants to opt-out, they can do so by texting in the words STOP, QUIT, UNSUBSCRIBE, OPT OUT, or CANCEL at any time.
They will receive an automated message from our messaging partner confirming they’ve been opted out, while giving them the option of opting back in by texting in the words START, YES or UNSTOP. This automated message is not visible inside of Salesforce.

Even if a user attempts to send another message to that person from the number they’ve opted out of, the message will be undelivered and the SMS record will produce an error in Salesforce. Therefore, it’s a good idea to build our 10-minute Process Builder that checks and un-checks the Mogli Out checkbox based on these incoming keywords.

SAMPLE LANGUAGE FOR OPT-INS

(HELPFUL FOR ONLINE, EMAIL, OR PAPER FORMS)

“Would you like to opt-in to receiving text messages from Mogli Technologies? You can expect to receive 2-4 messages per month on tips and best practices. Standard messaging and data rates apply. Opt out at any time by texting in the word STOP.”

"By providing a mobile phone number, I understand that Mogli University may occasionally send me text messages related to official business, such as recruitment, advising, registration deadlines, billing, financial aid, etc. I may always opt-out by texting in the word STOP if I no longer wish to receive text messages.”

ADMIN TIP: To ensure compliance, run a mass upsert using Data Import Wizard or Data Loader that checks the Mogli Opt Out checkbox. This way, users will be unable to text your recipients until they’ve opted in. Further, you can spend about 10 minutes creating a Process Builder which will automatically uncheck the Mogli Opt Out checkbox when someone texts in the word START, SUBSCRIBE, OPT IN, or any other keywords you choose. Visit our AUTOMATIONS section for step-by-step instructions on how to build the Mogli Opt Out/In Process Builder automation.

Users may also manually check the Mogli Out Out checkbox when a recipient chooses to opt out.

When the Mogli Opt Out checkbox is checked, users will be unable to send messages and a yellow banner appears at the top of Conversation View.

Related resources:

USA text messaging regulations

EU GDPR text messaging regulations

Canadian CASL text messaging regulations

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