Consent, opt out and default responses

The Consent, opt out and default responses page allows you to configure Ortto’s standard SMS branding, as well as interactive and message response options for SMS messages sent from SMS and journey campaigns.

Access the Consent, opt out and default responses page

To access the Consent, opt out and default responses page, navigate to Settings > SMS > Consent opt out and default responses.

On this page, you can configure your SMS messaging:

• Sender ID,
• Brand prefix,
• Opt-in consent message content,
• SMS opt-out message prefix, and
• Default message responses.

If you change any of these field values (below), click Save towards the end of the page to save all changes you have made to the page.

Sender ID

Using a sender ID allows you to use a name (like "Ortto") to send SMS messages, rather than a number (e.g. +61412345678). This can help your SMS recipients identify you as the sender, which may help to improve open rates.

You can configure a sender ID at Settings > SMS > Sender IDs.

Learn more about sender IDs.

Brand prefix

The Brand prefix field allows you to configure your organization’s name or brand name as the prefix of each SMS message that Ortto sends to your customers/recipients.

By default, Ortto uses the Business name you specified when you initially created your Ortto account.

However, you can change the default brand prefix for your SMS messages by modifying this value.

The Brand prefix field is mandatory. However, if you want to reduce the overall length of your SMS messages, specify a shorter, more abbreviated brand name.

Opt-in consent

The Opt-in consent field configures the actual SMS message content your customers/recipients receive when you require them to opt in to receive SMS messages.

The following default message is already provided for you:

However, you can change the wording of this content by modifying the text in the Opt-in consent. If you do so, it is recommended that you at least provide brief instructions of what the following default message responses do:

• HELP / INFO , and
• STOP / UNSUBSCRIBE / CANCEL / END / QUIT

SMS opt-out method

The SMS opt-out method field configures the text that prefixes the link to Ortto’s web pages for opting out of selected audiences, as well as all SMS messaging features. This link appears at the end of every Ortto-generated SMS message, allowing your customers/recipients easy access to opt out of Ortto’s SMS messaging features.

The default prefix text is:

Default message responses

The Default message responses section allows you to configure the automated responses that Ortto sends whenever your customer/recipient sends one of the listed words (in any letter case) as a reply to an Ortto SMS message.

Each of the following sets of required reply words has its own accompanying response, where each of these responses can be customized.

Required reply words are those which recipients must be able to send, and in turn, receive a response from Ortto.

It is also possible to create, edit and delete custom reply words with their own responses.

STOP, UNSUBSCRIBE, CANCEL, END, QUIT

The default message response to a recipient typing any of these reply words is:

HELP, INFO

The default message response to a recipient typing any of these words is:

START, YES, Y, UNSTOP

The default message response to a recipient typing any of these words is:

Customize a required reply’s default response

1. On the Consent, opt out and default responses page’s Default message responses section, expand one of the sets of words (above), and modify the existing text in the Respond with field. At this point, you can also insert any of the following items by first clicking the location (identified by your cursor) within the message to:
   • Insert a link:
     1. Click to insert a link.
     2. In the resulting URL field, specify the URL to include in the SMS message.
     3. Click Insert to insert the link at your chosen location.
   • Insert an emoji:
     1. Click to insert an emoji.
     2. In the resulting emoji popup, use the search field at the top or the category selector at the bottom to filter the list of emojis.
     3. Click the emoji to insert it at your chosen location.
   • Insert a field or activity's attribute value (also known as a merge tag):
     1. Click to insert a field/activity’s attribute value.
     2. In the resulting popup, select the relevant field item or activity from the list:
        • For a field item:
          1. Select the specific field.
          2. Complete the chosen field's remaining value options.
          3. Click Save to insert the file value at your chosen location.
        • For an activity's attribute:
          1. Select the activity's specific field.
          2. Complete your chosen activity's remaining attribute value options.
          3. Click Save to insert the activity attribute value at your chosen location.
2. Ensure you click Save towards the end of the page to save all changes you have made.

Create a custom reply and response

1. On the Consent, opt out and default responses page’s Default message responses section, click Add response which expands and switches to New response.
2. In the resulting When someone replies field, type the reply word/s (separating each word with a comma) that the recipient sends to receive the response defined in the Respond with field.
3. Begin entering you response text into the Respond with field. At this point, you can also insert any of the following items by first clicking the location (identified by your cursor) within the message to:
   • Insert a link:
     1. Click to insert a link.
     2. In the resulting URL field, specify the URL to include in the SMS message.
     3. Click Insert to insert the link at your chosen location.
   • Insert an emoji:
     1. Click to insert an emoji.
     2. In the resulting emoji popup, use the search field at the top or the category selector at the bottom to filter the list of emojis.
     3. Click the emoji to insert it at your chosen location.
   • Insert a field or activity's attribute value (also known as a merge tag):
     1. Click to insert a field/activity’s attribute value.
     2. In the resulting popup, select the relevant field item or activity from the list:
        • For a field item:
          1. Select the specific field.
          2. Complete your chosen field’s remaining value options.
          3. Click Save to insert the field value at your chosen location.
        • For an activity's attribute:
          1. Select the activity’s specific attribute.
          2. Complete your chosen activity’s remaining attribute value options.
          3. Click Save to insert the activity’s attribute value at your chosen location.
4. Ensure you click Save towards the end of the page to save all changes you have made to the page.

Edit a custom reply and response

1. On the Consent, opt out and default responses page’s Default message responses section, locate your custom (set of) reply word/s, and click it to expand its content.
2. Modify the When someone replies and Respond with fields as required. For the Respond with field, you can also insert any of the following items by first clicking the location (identified by your cursor) within the message to:
   • Insert a link:
     1. Click to insert a link.
     2. In the resulting URL field, specify the URL to include in the SMS message.
     3. Click Insert to insert the link at your chosen location.
   • Insert an emoji:
     1. Click to insert an emoji.
     2. In the resulting emoji popup, use the search field at the top or the category selector at the bottom to filter the list of emojis.
     3. Click the emoji to insert it at your chosen location.
   • Insert a field or activity's attribute value (also known as a merge tag):
     1. Click to insert a field/activity’s attribute value.
     2. In the resulting popup, select the relevant field item or activity from the list:
        • For a field item:
          1. Select the specific field.
          2. Complete your chosen field’s remaining value options.
          3. Click Save to insert the field value at your chosen location.
        • For an activity's attribute:
          1. Select the activity’s specific attribute.
          2. Complete your chosen activity’s remaining attribute value options.
          3. Click Save to insert the activity’s attribute value at your chosen location.
3. Ensure you click Save towards the end of the page to save your edits, along with all changes you have made to the page.

Delete a custom reply and response

1. On the Consent, opt out and default responses page’s Default message responses section, locate your custom (set of) reply word/s, and click it to expand its content.
2. Click the bin icon to the right and the custom reply and response is removed.
3. Ensure you click Save towards the end of the page to save this removal, along with all changes you have made to the page.