Overview
You can use the Clientbook Dashboard to set up Auto Messages that can help you market your products and promotions in an effective way. To make these functions more suitable for your business's unique requirements, you can go to the Message Settings page within the Dashboard. Follow the instructions below to customize these settings as needed:
Locating the Message Settings Page
To access the Message Settings page, you need to click on setup, which is located at the top of your screen, and then select the messaging dropdown, followed by settings.
Configuring Message Settings
MESSAGING
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Default Store to Receive In-bound Webchat Messages: This particular setting enables you to choose a specific store location where you would like to receive all incoming web chat messages. If you do not wish to set up any default store location, you can simply click on "None."
- Auto Message Scheduled Time: You can use the Auto Messages feature to schedule a specific time for your auto messages to start sending every day. This can be particularly useful if you want to ensure that your messages are not sent before your store opens. To set this up, you can click on the drop-down menu located on the right-hand side of the page and select the desired time for your messages to start sending.
Important:
Delivery times are only available from 9:00 am - 7:00 pm in order to maintain TCPA compliance.
The time you select in this field is the time that your auto messages will start to be sent. They will not all be sent at the same time. This is done so that your phone number won't be listed as spam on your client's mobile phones. Therefore, messages will be sent every three seconds, starting with the time you select in this menu.
3. Require Opt-In to Receive Auto Messages: You can decide whether or not your clients must opt-in to receive Auto Messages from you. To require clients to opt-in, simply click on the switch toggle located on the right-hand side.
Important: It is important to note that this toggle only applies to the Auto Messages feature and is not connected to the mass messaging functionality.
4. Review Link Template: When communicating with a client, you may notice a "review" button at the bottom of the message thread. This is where you can customize the content of your message so that it aligns with the specific needs of your store.
Marketing Opt-Ins
MARKETING OPT-IN
In order to comply with the Telephone Consumer Protection Act (TCPA), many states require businesses to obtain opt-ins from clients before sending any marketing messages. Opt-ins signify that clients have given their consent to receive marketing messages from your business. Typically, opt-in messages contain a request for clients to respond with "YES" or some other affirmative action to confirm their consent to receive further updates.
Important: Keep in mind, once a client has opted-in they will not receive any additional opt-in request messages.
How to personalize your opt-in messages
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Require Double Opt-In for Kiosk Sign Ups:
If a new client creates a profile for themselves using kiosk mode, they will be prompted to check a box that automatically opts them in to receive marketing messages. When you enable this setting your clients will still receive a message opt-in request after signing up via Kiosk Mode and will need to respond YES to opt in.
Important: It is important to note that double opt-in requests are required in some states, including California, to maintain TCPA compliance.
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Send Opt-In Message After Adding a New Client:
Enabling this feature will reduce the need for manual opt-in requests to be sent by your associates. Once turned on, an opt-in message will be automatically sent to your clients after a sales associate creates a client profile for them in Clientbook. By doing so, this feature can increase the opt-in rates for marketing messages.
Important: Even if this feature is enabled, an opt-in request will not be automatically sent when a new client profile is created through a point of sale (POS) integration.
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Tailor your opt-in messages to suit your preferences:
This feature allows you to customize the opt-in messages that your clients receive, whether it's from a mass message or a personal message. Additionally, you can also modify the message that will be sent to clients after they have opted-in.
Keep in mind: You want to keep these messages short and friendly, and clearly state your intent. Listed above each text box are the additional requirements each message must meet to comply with TCPA regulations.
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Don't forget to hit save!