The FCC’s Telephone Consumer Protection Act (TCPA) and other regulations require explicit customer opt-in for all automated messages sent via SMS or email. This protects consumers from receiving unwanted messages. To remain compliant, Shopmonkey has established an opt-in process. Users of Shopmonkey automatic messaging will need to send customers opt-in requests before sending automatic messages via SMS. More information about TCPA can be found here.

To be fully compliant, shops should ask each customer for consent to message each phone number. This may mean asking the same customer for consent for multiple different numbers.

Tip: An easy way to do this is to ask each new customer if they are ok receiving messages from the shop, and if they give you multiple numbers just confirm with them that it’s ok to message that number.

Opt-in allows a customer to give consent to receive automated follow-up or marketing messages. Opt-in is required for automatic messaging to be TCPA (Telephone Consumer Protection Act) compliant. When creating a new automatic message, only numbers and emails that have opted-in will be available.

Opt-in is not required for all communication in Shopmonkey. The list below shows each of the messaging options in Shopmonkey that does not require opt-in for the customer.

The best way to Opt-in a customer is when you’re adding a new customer into your shop. To do this, open an order and click Add New next to the customer. Add in the customer’s information and make sure that the customer's phone number and/or email are added to the profile, then toggle the Marketing Opt-in option on. Next, click Manage and toggle on the phone number and/or email you want to opt-in. Click Confirm, then click Save. After you click Save, your customer will be sent a text message to confirm consent. Customers will not be sent email messages and won’t need to confirm consent for email messaging.

To Opt-in an existing customer from an order, add the customer then click the customer info and click Edit. Then follow the steps above to confirm the customer’s opt-in.

Note: You will need to opt in each phone number and email on the customer information for it to be eligible for automatic messaging.

As soon as you save the opt-in settings for your customer they will receive a text message to confirm their consent. They won’t receive an email to confirm their consent.

Text Message:

Reply "y" to receive marketing promos from Shop Name, or "n" to decline. Terms & Conditions: https://www.shopmonkey.io/terms-of-service Message & Data rates may apply.

Once we’ve received consent, the number will be selectable when creating SMS automatic messages.

Note: If you go back to the customer profile, it will show (pending) if we have not yet received consent from the customer.

That’s it for customer messaging opt-in. Now it’s your turn to opt-in your customers and start sending messages. Please let us know if you have any questions. Thanks for reading!