Hi.
I'm Derek Johnson with tatango.com.
Today, I'm gonna be showing you how to set up a scheduled after opt-in message that is
sent to consumers after they subscribe to your text messaging campaign.
So, the reason that most brands want to do a scheduled after opt-in message is to reward
the customer for opting in.
So, this would be send them a coupon or a promotion thanking them for opting in.
So, what I've done here is I've set up this campaign for a fictitious company, and I'm
using the keyword TEST910.
And I've set up a double opt-in.
So, as you can see down here, when someone texts the keyword TEST910 to the short code,
we're doing a double opt-in.
And that means that, first, the consumer has to reply Y or YES when they receive this message.
And this message is essentially telling them the terms and conditions of the messaging
campaign and making it aware to them that they're opting in for future messages.
This is required by the CTIA and the TCPA.
So, when they reply Y or YES, they're going to get an opt-in message.
The opt-in message is here.
So, this is going to be a confirmation that they've gone through the double opt-in and
that they're now subscribed to receive the text messages.
Now, there are some things down here such as like a second time opt-in message.
This one is going to be if the consumer opts in, then opts out, then opts back in again.
You could say something along the lines of, you know, "Welcome back."
But for this example, we're just using a standard default template.
The fail, retry message is if for some reason they don't reply Y or YES, they reply with
something else.
This would be sent back saying, you know, "Response not understood.
Please reply YES for recurring autodialed marketing messages."
And then we have the no response down here.
So, if they don't respond with anything, where we're asking for the Y or YES up here, then
the computer will respond in the software with a message reminding the consumer to reply
YES.
So, when the consumer replies YES, they're going to be opted in to the campaign, and
they're going to get this message.
Now, we see a lot of SMS marketers actually put the reward or the coupon for opting in
into the opt-in message.
Now, the reason we don't recommend this is, number one, there's a lot of information that
needs to be put into the opt-in message.
And in the United States, you get 160 characters for a SMS message.
So, usually, there's not enough room or characters to put both the confirmation message, what's
required by the CTIA, and the TCPA, and even the wireless carriers, in addition to the
coupon.
So, what we recommend is you send an opt-in message which has the legal requirements in
it.
Then what you'll do is you'll go to messaging and you'll essentially create a new message
that will be scheduled to be sent after an opt-in.
So, I'm going to go down here.
And right now I have zero subscribers.
And I can choose either an SMS message or an MMS message as a scheduled after opt-in
message.
And just for simplicity's sake, I'm going to...
You know, something along the lines of "Thanks for joining.
Here's your coupon code."
And let's just say X.
You know, that's the coupon code.
And what I'm gonna do is, instead of sending now...sending now would send to all the subscribers
at the same time.
That's not what we wanna do.
What I wanna do is I wanna schedule this message.
Now, I don't wanna schedule this message to send to all the subscribers at a certain time,
which you could do right here by clicking on exactly and you could select, "Hey, I wanna
send this on December 6th at, you know, 1:00 p.m."
That's not what I wanna do.
That would be a scheduled message to everyone.
What I wanna do is I wanna schedule a message to be sent after an opt-in.
So, actually, there's three different options here, and I'll tell you which one we're gonna
choose.
So, there's after all opt-ins, after initial opt-in, and then after non-initial opt-in.
The one we're gonna choose is after initial opt-in.
And the reason I chose after initial opt-in is so that if the consumer is maybe savvy
what they'll do is they'll opt-in, they'll get the text message, confirmation says, "Thank
you.
You've been subscribed."
And then they'll get the scheduled after opt-in message.
And let's say, you know, this is, "Save $5, you know, when you purchase $20."
That's a really good deal.
They're gonna save $5.
Well, if you selected after all opt-ins, what the consumer can do is, once they get the
scheduled after opt-in message, they can then opt out of the campaign then opt back in,
and after they receive the confirmation message, then they'll receive the scheduled after all
opt-in message.
And then so that consumer can keep just opting in, and opting out, and continuing to get
new promotion codes, and then, you know, saving $5.
What a brand wants to do is they want to incentivize people to opt in, but also they wanna limit
their exposure, you know, from coupon code fraud, essentially using it multiple times
or gaming the system.
So, our system at Tatango, if you select after initial opt-in, will only send this scheduled
after opt-in message after the initial opt-in for that one consumer.
Now, as you can see here, there's a couple of different options.
You can send it immediately after opt-in.
You can send it, you know, five seconds after opt-in.
You can send it minutes, hours, or days.
For this message, especially because it's essentially a reward message for opting in,
you wanna send it immediately after they opt in.
So, once I've created the message...and it can be an SMS or an MMS message.
SMS is 160 characters.
MMS allows you 500 characters, plus a subject, plus media content, like animated images,
static images, video, vCards, things of that nature.
And it really doesn't matter, because we're selecting after opt-in.
So, whatever message type you send will be sent after they opt-in.
And, again, it's after the initial opt-in.
Then all I'm gonna do is I'm gonna click Schedule SMS Message.
I'm going to confirm.
Now, this isn't going out to a bunch of people right now, a bunch of subscribers.
This is essentially being scheduled so that when someone opts-in it will trigger this
message and send to that new person.
So, I can walk you through it real quick.
When they text the word, "TEST910," which is the keyword, to the short code, they're
going to get a request for information message, which is going to require them to reply YES
to opt in.
And that's set here, and, you know, it says this in the message.
When they reply YES, they're going to receive the opt-in message.
Now this would be the first time they opt in, they'll receive this message.
If they opt in multiple times, so they opt out and then opt back in again, some people
are trying to, you know, see if they can get additional promotions, they receive this message.
Now, as you can see in these opt-in messages, there's no coupon code or promotional reward
for opting in.
It's essentially just a standard we call legal message.
It's just confirming that they've opted in.
So, now they're part of the campaign.
Now, we'll go to messaging.
And we'll go to scheduled messages, because it's a scheduled message that's been preset.
And this one is immediately after opt-in, and it's set for only the initial opt-in.
So, when they opt in on the first time, after they receive the confirmation message, they're
going to receive this promotion, which is essentially a reward for opting in, for giving
the phone number to the business and allowing them to text message them in the future.
Now, if you want to go a little more advanced, one thing you can do if you want is...because
consumers will opt in, they'll get the first promotion, and they'll go, "Oh, this is great.
Let's opt out and then opt back in again to see if I can get it a second time."
But if it's the second time, the non-initial opt-in, they're not going to get this message.
They're just gonna get the confirmation message and then receive nothing.
So, that might confuse some consumers.
So, if you wanna be a little more advanced, you can go into new message, and you can say,
you know, something like, "Sorry.
You've already received our, you know, welcome promo.
But thanks for opting in."
You know, something along those lines.
Again, you get 160 characters for SMS.
You get a lot more characters, and images, and videos for MMS.
I'm gonna click Schedule.
And for this one, I'm going to select after non-initial opt-in, and I'm gonna send it
immediately.
I'm gonna click Schedule SMS Message.
So, what'll happening here is the first time they opt in, immediately after they opt in,
they're gonna receive the promo code, the coupon code, for the $5 off when you purchase
$20.
Then if they opt out, opt back in again, after they receive the confirmation message, this
is going to trigger the immediately after opt-in message for the non-initial subscribers,
so they're gonna receive, "Sorry.
You've already received your welcome promo.
But thanks for opting in."
So, this is how you set up a scheduled after opt-in message.
And do it the way so that consumers can't redeem or can't receive multiple coupon codes
by opting in and opting out multiple different times.
So, it protects the business.
Also makes it a really great experience for the customer, because, first, they get the
welcome promo, but then also if they try to opt in again after the first time, they're
getting a prompt that essentially tells them why they're not receiving the promo a second
time.
So, that's how to schedule a after opt-in message for both initial and non-initial text
message subscribers using tatango.com.