In order for a shopper to receive a text message from your business, they must have an SMS opt-in status set to true.

This means the shopper has provided consent to receive text messages at their mobile number. This article explains how to check opt-in status, how to collect new opt-ins, and how shoppers can opt out of texting.

Explicit shopper consent is required under regulations such as the TCPA, ensuring that businesses adhere to legal standards while protecting shopper privacy.

📌 To import an existing opt-in list from another provider, see Bulk Import Personas.

The SMS opt-in process is designed to confirm a shopper’s consent to receive text messages. This involves sending an opt-in message to the shopper, who must reply with "Y" or "YES" to complete the enrollment. This ensures compliance with SMS communication regulations.

This ensures compliance with legal regulations such as the Telephone Consumer Protection Act (TCPA), which mandates explicit shopper consent for SMS communications.

You can verify SMS opt-in status either individually or in bulk.

All filtered personas will be opted in to SMS.

You can also view opt-in status directly from:

This returns a list of all shoppers currently opted in.

To find opted-out shoppers, set the condition to:

4. Save

After importing your existing shopper data, you’ll need a process for capturing new SMS opt-ins going forward.

AIQ supports several opt-in methods.

Signup Forms are the most common way to collect shopper phone numbers and consent.

We recommend using a Signup Form that collects PII such as phone number and/or email. This will:

This process is called a Double Opt-In Request.

To confirm enrollment, the shopper must reply with:

Once confirmed, AIQ sends a post opt-in confirmation message.

📌 You can customize these messages in Texting Settings.

If you want shoppers automatically enrolled without replying “YES”:

Save and share the form

Each AIQ account is assigned a dedicated Text-to-Join number.

Shoppers can opt in by texting your join keyword to that number.

You can find this number in:

You can also trigger opt-in requests automatically through your POS integration.

Enable the setting:

This is best turned on after going live with new shopper signups.

When enabled:

Pending double opt-in requests can be tracked by running a:

Located under Data Analytics.

Manually toggling the SMS opt-in setting does not directly enroll a shopper. Instead, it triggers an opt-in text message. The shopper must reply "YES" to confirm their consent.

All text campaigns automatically include:

“Reply STOP to opt out”

Shoppers can opt out at any time by replying with standard carrier keywords.

The following responses will unsubscribe a shopper:

AIQ will also opt shoppers out if their message contains these keywords, such as:

Shoppers can also unsubscribe directly from:

If you need help configuring opt-in workflows or ensuring compliance, reach out to AIQ Support through the chat widget in your dashboard.