SMS: Sign Up and Verifications Page

Chaya David
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Overview

In order for Fullpath to send SMS messages to the Dealership's customers, business verifications must first be authenticated by the 3rd party SMS provider we work with (Twilio). The Verifications page must be completed BEFORE SMS services will be enabled.

 

 

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Navigation

SMS Signup and Verification page is nested in Account Settings under Audience Activation: https://dashboard.fullpath.com/settings/nurture/sms-sign-up 

  1. Enter the Fullpath Dashboard
  2. Enter to Account Settings (upper right hand corner)
  3. Select Audience Activation Product
  4. Select SMS Verifications

 

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Dealership Legal Name

This Dealership Legal Name must be input manually as this name is often different than the Dealership name used in branding and marketing settings. If a Dealer is Doing Business As something significantly different than the Legal Name (under which taxes are filed), input the DBA for clarity. 

 

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Point of Contact

This field may be chosen from a list of Dealership employees (added previously inside the user management tab) or a new Point of Contact may be input manually and will subsequently be added to the user management list.

 

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Website

This URL will be taken from the Dealership settings but may be edited. Website url must be live and public.

 

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Dealership Address

The Dealership address will be taken from the Dealership settings but may be edited. 

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Opt-In and Consent

In order to send SMS messages to Dealership customers, we need verification that the end users have consented to receiving text messages from the Dealership. 

  1. If the Dealership is using Website Engagement (without form customizations) the default SMS consent form inside the Fullpath form captures are sufficient and the Dealership just needs to click on the VERIFY button.

  2. If the Dealership is using Website Engagement with specific form customizations added, or has NOT activated Website Engagement, Twilio requires validation that opt-in and consent were presented to and agreed upon by the end user. Twilio requires an image upload of the form and copy to ensure that the language of this consent is consistent with the legal requirements for SMS.
    • The opt-in must not be cropped. Usually what we want is to have a clear view of what the end business presents to the end user, so having visibility of the entire language used is valuable. Twilio will review everything in order to be sure about the information shared by the businesses.


Rules for Getting SMS Verified with Twilio

 

  1. Proof needs to be visible to Twilio. SMS from CRM isn’t visible to Twilio, needs to be lead form on the website.

 

On the Lead form

  1. The phone number can't be required. Customer should be able to ask questions of dealership without leaving phone number.
  2. The check box can't be required
  3. The check can’t be checked by default.

 

Check box NOT Disclaimer

  1. The lead form should express written consent that the shopper agrees to receive marketing SMS. Check box is the best way to do this.
  2. Check box shouldn't include T&C and Opt in to SMS language. Customer should be able to agree to T&C and not opt in to SMS.
  3. No disclaimer text ‘by submitting this form I agree to’. Customer should be able to contact dealership without opting into SMS

 

Opt in language has to include

  1. Name of the business

  2. Clearly define that the user will be contacted with marketing messages

  3. How often they will be sent
  4. Consent is not a condition of purchase

 

Submit form

At the bottom of the Verification page, is a SUBMIT button is visible only once all of the other fields have been completed and verified.


Once the form is submitted for verification by Twilio, the user will be directed to finalize and configure the SMS settings inside Audience Activation.

 

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