One of my clients opted out of text messages. How do I opt them back in?

To opt a client back in to receiving text messages, follow these steps:

Opting Back In via the CRM:

1. Access the CRM (Customer Relationship Management) System: Log in to your AXLE portal and navigate to the CRM section.
2. Locate the Client’s Profile: Find the client’s profile within the CRM. You can search for their name or other identifying information to locate their profile.
3. Opt Out Dropdown: Within the client’s profile, look for the ‘Opt Out’ section or dropdown. In this section, you should see options related to the client’s communication preferences.
4. Uncheck Text Option: To opt the client back in for receiving text messages, uncheck or deselect the ‘Text’ option in the ‘Opt Out’ dropdown. This action indicates that the client is willing to receive text messages again.

Client Action:

1. Client Confirmation: In addition to unchecking the ‘Text’ option in the CRM, the client themselves will need to take action to confirm their desire to opt back in. They can do this by sending a text message to the designated number with the word ‘START.’ This action completes the process of opting back in to receiving text messages.
2. If this option is not completed, your SMS messages will fail to the person from the number that they texted ‘STOP’ to.

By following these steps, you can successfully opt a client back in to receiving text messages. It’s essential to ensure that both the CRM settings are adjusted and the client takes the necessary action to confirm their preference.

This process respects the client’s communication preferences and ensures that they receive messages in the manner they prefer.