The rules around texting are changing and in order to preserve the deliverability of our messages we had to introduce texting features that make us compliant with our provider, Twilio and the laws around texting.
Twilio requires that we add a Sender ID to the first message you send to a contact to identify yourself. We have a pre-generated text signature that includes your Name and your Team Name which will send with the very first text message sent to the contact. You can adjust the signature and set it so that it goes out every time if you prefer.
Another requirement is that we send an Opt-out message on texts sent through sequences at least, once a month. If a seller opts out with a single word like "STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT" we are required to block sending to that contact. When this happens you will see an error warning that will pop up near the Seller's info on the Opportunity along with the reason.
If the seller responds with an opt-out word in a sentence, there will be a pop-up to review the seller's message when you open the Opportunity and determine if the seller specifically requested to opt out or not. This is because they could use "opt-out" words in sentences that do not necessarily mean they wanted to opt out. An example of this is if they send a message like "I have been trying to stop the foreclosure". We give you the ability to determine if that contact wanted to opt out. This is what the pop-up will look like.
Phone Number Lookup Logic
When an Opportunity is created with a phone number, we run that through an API that lets us know if it can receive text messages and is a US number. If it can't receive text messages, i.e it's a landline, or an incorrect number, we show an error message along with the reason next to the Seller info and block sending to that number. Similar to texting a number and Twilio returns an error, we will block sending to that number and display the reason.