Forms can include marketing opt-in selections for email and/or SMS. This only applies to forms, as waivers cannot update marketing preferences.
Configuration
New Forms
On new forms, the Opt-In fields are toggled off (not included) by default. Click here to learn more about creating forms.
You may include one or both fields (email and/or SMS)
Managing SMS consent is crucial to ensure compliance with data privacy regulations and optimize communication, helping users align with legal standards
Existing Forms
If you update the fields on an existing form to include one or both opt-in (email and/or SMS), you must republish the form.
If you're using the form embedded in a website, you must replace the embed code with the version that is generated after you republish. Likewise, if you're using an API tool (i.e., Zapier), you must update the webhooks after you republish.
Opt-In Selections
If opt-in checkboxes are included on a form, the customer's selection will be updated for new and existing customers.
Checked: Opted in for that channel
Unchecked: Opted out for that channel
Exception: If a client opted out of SMS by sending "STOP", they must send a "START" message to opt back in to SMS messages.
If the form only includes one channel:
For existing customers, the unlisted channel will not change; only the listed channel will update.
For new customers, the listed channel will change, and the unlisted channel will follow these rules:
If email isn't on the form, it will be opted in.
If SMS isn't on the form, it will be opted out.
If the opt-in fields are excluded from a form:
New customers will default to auto-subscribed to email but unsubscribe from SMS in Xplor Growth after completing it.
Existing customers' preferences will remain as is.
Preferences are shared across all locations, and updates will reflect in Mariana Tek and Xplor Growth.
Transactional SMS Messaging
Transactional SMS messages do not require explicit opt-in as they are utilized for operational purposes, such as appointment confirmations. However, if a recipient replies "STOP" to any message, transactional SMS services will also be discontinued.