Requirements and Setup for SMS Marketing and Transactional Messaging in Arketa
Arketa provides robust SMS functionality for both marketing and transactional messaging. However, specific requirements and setup steps must be followed to ensure compliance and proper functionality.
Overview of SMS Functionality
Arketa supports two types of SMS messaging:
Marketing SMS: Used for promotional or marketing purposes.
Transactional SMS: Used for non-promotional purposes, such as appointment reminders or confirmations.
Each type of SMS has distinct opt-in requirements and setup processes.
SMS Marketing Opt-In Requirements
To send marketing SMS through Arketa, clients must explicitly opt in. General acceptance of text messages or prior two-way texting does not qualify as marketing consent. Clients are not automatically opted in due to legal requirements.
How Clients Can Opt In
Clients can opt in to SMS marketing through the following methods:
During Checkout or Booking: By checking the “I agree to receive text messages” box, provided this option is enabled in your settings.
Via the Arketa Dashboard: Admins can manually toggle a client’s SMS marketing consent, but only with explicit permission from the client.
Through the Scheduling Widget: When the “Enable text reminders and notifications” option is turned on.
From Their Dashboard: Clients can manage their preferences directly.
Distinction Between Transactional and Marketing SMS
It is important to note that being opted in for transactional SMS does not automatically qualify a client to receive marketing SMS. Each type of SMS requires separate consent.
Restrictions on Using External Phone Numbers
Arketa does not support the use of external business cell phone numbers for sending or receiving SMS. All SMS must be routed through the Arketa phone line, which can be set up within the app. This ensures compliance and seamless integration with Arketa’s automation features.
Key Takeaways
Clients must explicitly opt in to receive marketing SMS.
Opt-in can be managed during checkout, via the dashboard, or through the scheduling widget.
Transactional and marketing SMS require separate consents.
Only the Arketa phone line can be used for SMS functionality.
By following these guidelines, you can effectively utilize Arketa’s SMS features while ensuring compliance with legal requirements.