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How to "Opt-In" a customer to texting
How to "Opt-In" a customer to texting

What happens when I try to opt-in a customer

Genius avatar
Written by Genius
Updated over a year ago

DriveCentric has a simple texting "opt-in" process for you to easily receive consent from a customer. 

If a customer has never opted-in for text messaging with your dealership you will see this message in the "Text" activity:

"This is [Salesperson first and last name] from [Dealership Name] May I text you? Please respond with only YES or NO."

After you have sent your message the opt-in status will move to "Pending" to await the customer's response.

If the Customer responds "YES" then the text box will unlock allowing you will to freely communicate with the customer via text messaging. 

If the Customer responds "NO" the text activity will be locked and you will not be able to communicate with the customer via text messaging.

What if they do not reply with a "Yes" or "No"?

If a customer responds with anything other than a clear "Yes" or "No" will result in the system automatically sending an automated follow-up message:

(Auto) Please respond YES or NO. This ensures permission to text you

If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!

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