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How to Manage a Contact's SMS Opt-in

Written by Boni Newberry

When to use this

Manage a contact's communication preferences for SMS messages.

If a contact texts you first, they will automatically be granted opt-in approval!

How to resend an opt-in message

  1. Go to the Contact's record

  2. Click the three-dot Action Menu (located next to the Edit Contact button)

  3. Click Communication Preferences

  4. Click Resend Op-in

A 5-minute cooldown helps prevent repeated submissions, and on-screen notifications provide immediate feedback on whether the resend was successful or rate-limited.

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