VitalEngage Text: Opt-in Form

Use the Opt-in Form screen to configure branding details for an email message requesting consent from the customer. The email contains a link the customer can click to provide consent. After the customer consents, the dealership can send that customer text messages via VitalEngage Text. See also VitalEngage Text and the Consent Dashboard screen.

To open the Opt-in Form screen, navigate to Configuration > Interfaces > VitalEngage Opt-in > Opt-in Form.

US text messaging regulations require that you obtain consent from US customers before you can send them text messages. You cannot send a text message to a US customer who has not yet consented to receive messages. This includes sending automated alert messages via text.

You can send consent request emails in these ways:

• Individually from the Consent Dashboard screen.

• Individually from the Customer Profile or Contact Profile screen when you attempt to send a text message.

• In bulk through the nightly VitalTextBulkEmailJob batch job when Bulk Email Scheduler Enabled is set. See Scheduler Settings and IntelliDealer Batch Jobs.

If you manually try to send a text message to a customer who has not yet consented:

• On the Customer Profile or Contact Profile screen, a pop-up opens requesting you to send an email message to the customer.

• On any other screen, an error message displays with a notification that this customer has not yet consented to receive text messages.

Topics in this section are:

• Scheduler Settings

• Business Details

• Address Section

• Alert Settings

• URLs

Scheduler Settings

Use the Scheduler Settings section to enable or disable the nightly batch job that sends bulk consent request emails to customers. When the scheduler is enabled, the VitalTextBulkEmailJob job runs each night at 9:00 PM, generates a customer consent request list, and sends consent emails up to the configured Daily Email Limit. Monitor scheduler status and customer consent progress on the Consent Dashboard screen.

Fields in the Scheduler Settings section are:

Field	Description
Bulk Email Scheduler Enabled	Set this toggle to Enabled to run the nightly batch job that sends bulk consent request emails to customers. VitalEdge generates the consent request list and sends a consent email to each customer in the batch, up to the Daily Email Limit. Set this toggle to Disabled to stop the scheduled job from running. Customers who have not yet consented can still be sent a consent email individually from the Consent Dashboard, Customer Profile, or Contact Profile screen. Note:  This toggle is available only when the user has the Allow Access to Send Bulk Emails using VitalEngage Opt-in security switch enabled.
Daily Email Limit	Select from the drop-down list how many bulk consent emails the nightly scheduler sends per run. Options range from 500 to 5000 in increments of 500. Defaults to 500. This field is available only when the user has the Allow Access to Send Bulk Emails using VitalEngage Opt-in security switch enabled.

Business Details

Fields in the Business Details section are:

Field	Description
Business Name	The name of the dealership. The dealership name and address is displayed in the upper right of the email sent to customers.
Business Email	The email address used for business correspondence.
Business Phone Number	The primary phone number for the business.

Address Section

Fields in the Address Section are:

Field	Description
Address Line 1	The primary street address.
Address Line 2	An optional secondary address line. For example, a suite or unit number.
City	The city where the business is located.
State/Province	The state or province.
Country	The country where the business is located.
Zip/Postal Code	The postal or ZIP code.

Alert Settings

Fields in the Alert Settings section are:

Field	Description
Alert Phone Number	A phone number IntelliDealer can use to send text alerts to customers. Also used as the sender number for the configured Welcome Message. Note:  Adding a country code is required. For Canada and US it is +1; for Australia it is +61. For example, a US number would be +15551234567.
Welcome Message	A message sent automatically when a customer provides consent. A welcome message is mandatory. To comply with carrier and regulatory guidelines, this message should include: clear brand identification explanation of the purpose of the messages opt out instructions and a help option. An example of a compliant welcome message is: "Welcome to our service updates from Dealership Name! We’ll text you about appointments and work orders. Reply STOP to unsubscribe, HELP for help."

URLs

Fields in the URLs section are:

Field	Description
Privacy Policy URL	The web address of the business privacy policy, hosted on the dealer's server. This URL is displayed as a link in the email for customers to read and review the dealership's privacy policy when using VitalEngage Text.
Terms of Service URL	Optional. The web address of the terms of service. This URL is displayed as a link in the email for customers to read and review the terms of service for using VitalEngage Text. This document can be either hosted on the dealer's server, or contact the VitalEdge Implementation team to create a web link for terms of service.
Business Logo URL	The web address of the dealership logo image. This image is displayed in the top left of the email sent to customers. Click the search icon to select an image from the server or to upload a new image.
Background Image Logo URL	Optional. The web address of the background image logo. This image is displayed as the background of the email sent to customers. Click the search icon to select an image from the server or to upload a new image.

Click Save to save the updated configuration.