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Confirming Consent for Marketing SMS Messages (ADVANCED)
Confirming Consent for Marketing SMS Messages (ADVANCED)
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Written by Katie Hickey
Updated over a week ago

Please note: Campaigns is currently rolling from Beta to GA. If you do not see the "Marketing" tab in your Housecall Pro web app, please be patient - you'll receive the release no later than mid-April!

Confirm consent before you can send a campaign

Before you finish sending out your first SMS campaign, you need to confirm which customers you have consent to send SMS marketing messages to.

Step 1: Launch SMS consent dialog and select customers

Click the SMS consent button and this will launch the consent modal that will allow you to search and select which customers you have consent for. Make sure you check all the pages of customers by clicking the arrow button. To learn more about SMS marketing consent view the consent guide here.

Step 2: Confirm you have consent

Once you have selected all your customers and checked off the box, click CONFIRM SMS CONSENT and that will put those customers as options to send SMS marketing messages to.

Step 3: Cancel if you have an errors

You may get an error saying certain customers couldn't get consent confirmed for and that is either because they do not have a mobile number or you already have that mobile number listed under a different customer. Any customers that don't show in the error dialog successfully went through and you can cancel out of the modal.

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