If you want your contacts to Opt-in via SMS before you begin your conversations, you can enable the Double Opt-in feature in your account to send our templated opt-in message.
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This is an organization-wide feature that will apply to your entire team's settings and every contact will have to opt-in before you can start texting. 
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1. Before you begin a conversation with a contact, you'll first need to manually send a templated confirmation text.

2. After your contact opts in, you can start real correspondence with your contacts over the SMS channel.

3. If your contact responds "stop" they will automatically be opted-out and you won't be able to send texts to the contact until they opt-in again.

To enable or disable this feature, navigate to settings> organization settings > double Opt-in

To finish enabling this feature confirm the account-wide feature and turn on Double opt in

With the Manual Opt-In feature added to the Roles and Permissions settings it allows for the account admin to adjust permissions and allows users to manually opt-in contacts to messaging. By default, this permission is enabled for all roles except for Observer, where it is disabled.

This feature ensures greater flexibility and control over managing contact opt-in preferences across different roles.

Can I use a workflow or automation to Opt-in more than one contact at a time?
Yes you can! We provide mass actions for managing Opt-in on Contacts page as well as action for Hubspot Workflows. In addition our Support team can offer advice and workarounds for problems related to opting in many contacts at once.

Is it required I get consent to SMS my contacts?

It is, but double opt-in is only one method to accomplish this task, and double opt-in is not required. There are lots of ways for your contacts to agree to receive text messages relevant to your product or service.

Contact us on live chat or send an email to us at [email protected].