By default, all Clientbook accounts have pre-written opt-in and opt-out messages for mass messaging:
Default Opt-In Message:
Hi [Client Name], It's [Associate Name] from [Store Name]. I have a message I'd like to send you but need your permission. I'll also occasionally let you know about personalized promotions and products? If that's ok, reply YES.
Default Confirmation Message (After YES):
[Client Name], thanks for agreeing to let us contact you! You are free to reply STOP if you don't want to hear from us anymore. Freq varies, msg & data rates apply.
These messages are fully editable, allowing you to customize the wording to better fit your brand's voice and tone. Follow the steps below to update the messaging:
Steps to Edit Opt-In and Opt-Out Messages
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Log in as an Admin
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Go to the Clientbook dashboard and ensure you are logged in with an Admin account.
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Navigate to Settings
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On the left-hand navigation menu, click on Setup.
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Under Messaging, select Settings.
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Edit the Messages
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Locate the sections for the Opt-In Message and the Opt-Out Confirmation Message.
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Update the wording to align with your store’s brand voice.
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Required Elements
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While you can customize the messages, be sure to include the following:
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A clear request for the client to reply YES to confirm opt-in.
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Instructions on how the client can opt out at any time (e.g., *"Reply STOP if you don’t want to hear from us anymore.").
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Standard disclaimers such as "Freq varies, msg & data rates apply".
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Save Changes
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Once you’re done editing, click Save to ensure your changes are applied.
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Example of a Customized Message
If your store wants a more branded approach, you could customize the opt-in message to something like:
Hi [Client Name], this is [Associate Name] from [Your Store]. I'd love to keep you updated on exclusive products and promotions. To opt in, please reply YES. You can opt out anytime by replying STOP. Thank you!
And the confirmation message:
Thanks for opting in, [Client Name]! You can reply STOP anytime to unsubscribe. Freq varies, msg & data rates apply.
Why Customize Your Opt-In and Opt-Out Messages?
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Maintain consistency with your brand’s tone and customer communication style.
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Build trust with clients by using language they recognize and appreciate.
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Clearly communicate how clients can manage their communication preferences.
By following these steps, you can ensure your messaging is both compliant and personalized to fit your brand. If you need further assistance, reach out to Clientbook Support at support@clientbook.com or call 385-352-3518.