Fans may now opt in or out of receiving solicitations by filling out forms sent to them from reps via the platform. For instructions building and sending forms see the Creating, Editing and Sending a form article.
Once the fan has received the form they may indicate if they would like to receive solicitations from the rep’s organization. Once they have submitted their selection their solicitation status will automatically be updated in the platform. In order to ensure their selection updates in the platform correctly, the rep must make the appropriate selection when creating the form they are sending to the fan. To do so, follow the steps below:
In the platform, select Forms at the top of the screen
Select + New Form
Select “Texting sign-up” template
Customize the form as desired with images, headers, text, personal info fields, etc.
Ensure the “Update texting solicitation status” button is toggle on!
If this step is skipped, the user’s solicitation status will not be updated
Ensure the “Terms and Conditions” button is toggled on
Ensure the required terms and conditions are entered into the text field under Terms and Conditions
Select Submit