Opt-In Requests for Auto Emails, Direct Emails, or SMS Texts

Email Opt-In

A contact must first consent to an opt-in request before they can receive email messages from Matrix™.

If emailing content to a recipient who has not yet opted in, then an alert indicates that opt-in is still required and Matrix™ will withhold sending the email until the recipient has opted in to receive Matrix™ emails from the
sending agent.

SMS Text Opt-In

A contact must first consent to an opt-in request before they can receive text messages from Matrix™.

If texting content to a recipient who has not yet opted in, then an alert indicates that opt-in is still required and Matrix™ will withhold sending the text message until the recipient has opted in to receive Matrix™ SMS Text from the sending agent.

NOTE: Opt-in requests can be sent from a specific client’s Contact page or from the Opt-in alert at the time of sending content.

NOTE: for more information, see, “Opt-In Communications” in the, “Contacts Dashboard” section.

Not sure if you need to send your client an Email or SMS Text Opt-in request?