Consent, opt-out and default responses

Overview

The SMS consent, opt-out, and default response page allows configuring Ortto's standard SMS branding and interactive message responses for SMS messages sent from both SMS and journey campaigns.

Accessing consent, opt-out and default responses

To access the consent, opt-out and default responses page, go to Settings > Channels > SMS > Consent, opt-out and default responses

Managing consent, opt-out and default responses

The consent, opt-out and default responses page allows users to:

• Configure a brand prefix.
• Configure opt-in consent.
• Configure SMS opt-out method.
• Configure default message responses.
• Configure TCPA compliance.

Saving changes

After making any changes to these settings, remember to click Save at the bottom of the page to apply your updates.

Brand prefix

The Brand prefix field lets you set your organization’s name or brand as the beginning of every SMS message sent by Ortto.

When you first create your Ortto account, it automatically uses your Business name as the default prefix. You can easily change this default to reflect your brand.

Remember, the Brand prefix field is required. To keep your SMS messages shorter, consider using a shorter version of your brand name.

Opt-in consent

The Opt-in consent field allows you to customize the SMS message your customers receive when they opt-in to receiving SMS messages from you.

By default, the following message is provided:

You have the option to modify this message. If you decide to change it, we recommend including brief instructions for the default responses:

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

This helps your customers understand how to get assistance or opt out if they choose to do so.

SMS opt-out method

The SMS opt-out method field customizes the text that prefixes the link to Ortto’s web pages for opting out of selected audiences and all SMS messaging features. This link is included at the end of each Ortto-generated SMS message, providing customers/recipients a straightforward way to opt out of Ortto’s SMS messaging features.

Default message responses

The Default message responses feature lets you set up automatic replies that Ortto sends when your customers reply with specific words to an Ortto SMS message.

Each group of required reply words has its own response, which you can customize. Required reply words are those that recipients can send to receive a response from Ortto.

You can also create, edit, and delete custom reply words along with their responses.

STOP, UNSUBSCRIBE, CANCEL, END, QUIT

If a contact replies with STOP, UNSUBSCRIBE, CANCEL, END, or QUIT, they will be unsubscribed from SMS messages. They won’t receive any more messages from you. To start receiving messages again, contacts can simply reply with START.

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

HELP, INFO

If contacts reply with HELP or INFO, they will receive instructions on how to unsubscribe.

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

START, YES, Y, UNSTOP

Contacts can reply with START, YES, Y, or UNSTOP to start receiving messages again. They will receive a confirmation message and can reply with HELP for more information or STOP to unsubscribe.

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

Modify a reply’s default response

1. Navigate to Consent, opt-out and default responses.
2. Scroll down to the Default message responses section.
3. Expand the desired set of words.
4. Modify the text in the Respond with field.
5. To enhance your message, consider:
   1. Inserting a link: Click where you want the link, provide the URL, and click Insert.
   2. Adding an emoji: Click to select an emoji from the popup.
   3. Including a field or activity's attribute value: Choose from the options in the popup and click Save.
6. Remember to click Save at the bottom of the page to apply your changes.

Create a custom reply and response

1. Navigate to Consent, opt-out and default responses.
2. Scroll down to the Default message responses section.
3. Click Add response.
4. Enter the specific reply word/s (separated by commas) in the When someone replies field to trigger the response.
5. Type your response in the Respond with field.
6. To enhance your message, consider:
   1. Inserting a link: Click where you want the link, provide the URL, and click Insert.
   2. Adding an emoji: Click to select an emoji from the popup.
   3. Including a field or activity's attribute value: Choose from the options in the popup and click Save.
7. Remember to click Save at the bottom of the page to apply your changes.

Delete a custom reply and response

1. Navigate to Consent, opt-out and default responses.
2. Scroll down to the Default message responses section.
3. Expand the custom reply you want to delete.
4. Click the bin icon on the right to delete the custom reply and response.
5. Remember to click Save at the bottom of the page to apply your changes.

TCPA compliance

TCPA compliance is a requirement for SMS messaging. We provide sample consent disclosures and terms for your review with legal counsel. Please note that Ortto does not assume responsibility or liability for these documents. Customization to fit your specific needs is essential before adoption.