Recording customers' consent to be texted

Consent to text is recorded per phone number, not per customer: one person can agree on their mobile and not on a work line. On a customer's Customer info page (press All customer info on their record) each number shows one plain answer: Texts OK when it can be texted, or No texts when it cannot. Open History for the decision in force, earlier decisions and the number's record controls. To record one number, press Record consent beside it, say how they agreed, and press Record consent again.

Many customers at once

1. 1

   Step 1: Open the list

   Go to Settings › Text messages and press Record texting consent. Every customer's phone number is one row, with the customer's name, the number, its label and its texting state.

2. 2

   Step 2: Find the numbers

   Search by name, company or phone number. Only rows that say no SMS consent have a checkbox. Rows that say SMS OK are already on, and rows that say Stopped by the customer can't be turned on from here.

3. 3

   Step 3: Choose which numbers

   Tick the rows you want, or use the box at the top of the list to tick the whole page. To cover every matching number, not only this page, choose Every number that can be turned on; it shows how many that is. With a search typed in, it covers only the numbers that match the search.

4. 4

   Step 4: Say how they agreed, and confirm

   Fill in How did these customers agree? — for example, that they signed the texting sign-up sheet at the counter. Tick I confirm each selected customer agreed to receive text messages from this shop. and press Record consent.

5. 5

   Step 5: Read the result

   The screen says how many numbers were turned on, how many were skipped because they were already on, and how many were skipped because the customer stopped texts.

• Each number turned on gets its own entry under History on the customer record, under your name, with your note and the date — the same entry the one-number button leaves. The activity feed gets one line per batch that points at that history.
• Recording a stop stays one click on the customer's Customer info page, with Record stop.