Require SMS Opt-In — Organization Setting

Overview

The Require SMS Opt-In setting gives your organization an extra layer of compliance control over automated text messages.

When enabled, the system only sends SMS automations to phone numbers where a confirmed opt-in has been recorded. This includes:

• New prospect texts
• Follow-up sequences
• Drip campaigns

Leads without a recorded opt-in are silently skipped. There is no error, no retry, and no interruption to the automation cycle.

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Enabling the Setting

The toggle is located in your organization settings.

1. Navigate to Admin → Organizations → Edit Organizations and open your organization for editing.
2. Scroll to the SMS & Opt-In section.
3. Toggle Require SMS Opt-In to the on position.
   
4. Save your changes.
   

Once saved, the setting takes effect immediately on the next automation cycle.

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How Opt-Ins Are Recorded

The system tracks opt-ins in a dedicated opt-in registry. A phone number is added to the registry when any of the following occur.

1. Form Submission with an Opt-In Checkbox

If your appointment form includes an SMS opt-in checkbox and the lead checks it before submitting, their phone number is recorded as opted in.

2. Form Submission with No Opt-In Checkbox

If your form does not include an opt-in checkbox, every phone number submitted through the form is automatically recorded as opted in.

This may apply when consent is covered by a TCPA disclaimer in the form copy. In this case, the system assumes that submitting the form constitutes consent.

3. Opt-In Field Read from Your CRM — ImproveIt 360

If you use ImproveIt 360 and have configured Opt-In Field Mappings in your CRM preferences, the system reads those fields from the prospect record whenever a lead is looked up.

If any mapped field is set to true in Salesforce, the phone number is recorded as opted in automatically. No form submission is required.

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Opt-In Field Mappings — ImproveIt 360 Only

If you use ImproveIt 360, you can configure which Salesforce fields represent SMS consent.

This lets the system honor opt-in data collected outside of HeavySet forms, such as through your sales team or a third-party intake tool.

How to Configure

1. Go to Admin → CRM Settings → ImproveIt 360 → Preferences.
2. Find the Opt-In Field Mappings section.
3. Add one row per field you want to map:
   • Checkbox # — which form checkbox this mapping corresponds to, starting at 1
   • Object — the Salesforce object that holds the field, such as eLead, Lead Source, or Prospect
   • Field Name — the exact API name of the field in Salesforce, such as SMS_Opt_In__c
4. Save your preferences.

When a lead is looked up in ImproveIt 360 and any mapped Prospect field is true, the system records that phone number as opted in. Any pending SMS to that number will be allowed through on the next automation cycle.

Note: The system verifies that each configured field exists in your Salesforce org before attempting to read or write it. If a field name is misspelled or does not exist, it is silently skipped.

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What Happens When a Lead Is Not Opted In

If Require SMS Opt-In is enabled and a lead’s phone number has no recorded opt-in, automated texts are skipped for that number.

This applies to:

• New prospect notification texts
• Outbound follow-up messages
• Drip campaign steps

The lead is not removed from your CRM and is not flagged as an error. They simply will not receive automated texts until an opt-in is recorded.

If they later submit a form with consent, or if your CRM is updated with an opt-in field set to true, they will begin receiving texts on the next automation cycle.

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Frequently Asked Questions

Does this affect texts I send manually from the SMS inbox?

No. This setting only controls automated SMS sent by the system. Manual messages sent from the inbox are not affected.

What if I turn the setting on but have not added an opt-in checkbox to my form?

If your form has no checkbox, every form submission is treated as implicit consent and the phone number is recorded as opted in. You will not lose any leads.

What if I turn the setting on and have an existing list of leads?

Leads who submitted your form previously will not automatically be added to the opt-in registry.

Only new form submissions and CRM reads going forward will populate it. If you use ImproveIt 360 and have opt-in fields configured, existing leads will be picked up as they are looked up by the system over time.

Can I see which phone numbers are opted in?

You can check a specific number on the SMS -> Inbox page on the bottom right corner of a selected number if the require opt-in setting is enabled ("SMS Opted In")