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Coreen Stalnaker

Coreen Stalnaker

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Double opt-in is a two-step process for subscribing to receive system generated messages from the clients using TLMessenger. System generated messages are often sent using triggers on Lead Status updates and/or Policy Status updates. This Double Opt-In does not impact conversational messages sent by the User to the Customer through the leads TLMessenger feature.

Info

  • Initial Sign-Up: A system message is generated and an automatic Opt-In message is sent to the customer requesting approval to receive messages from our client. 

  • Confirmation Step: The customer receives a message containing a confirmation of the Opt-In and instructions on how to be removed should the need arise.

  1. To Enable Double Opt In go to Settings and select Options.

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  1. Opt In and Opt Out Keywords are a list of words that will also confirm an customers decision. 

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Warning

  • Never use the standard “start” or “stop” as these are industry standard and will trigger Opt In and Outs from the DID provider, including conversational messages.