Texting Settings

Filtration Protection Level

View your delivery success rate and select your filtration protection level.

If you are registered for 10DLC:

This setting defaults to MMS to send with images. This is appropriate if you do not want images or want the option to select images during each campaign. Setting it to SMS allows you to also send SMS by default.

Note: Image ONLY is not allowed on 10DLC.

If you are NOT registered for 10DLC:

None: No filtration protection.
SMS (formerly "light"):
- All messages are sent as SMS (no image).
- Link directs consumer to a customizable age gate, then content page.
- High filtration in regulated markets.
MMS (formerly "premium"):
- AIQ suggests this as the highest converting and most popular texting option.
- All messages are sent as MMS (image with text).
- Link directs customer to a one-time verification page before content.

Refresh Text Filtration Assets

See Text Messaging Filtration for details on refreshing your filtration assets.

Opt-In Framework

TCPA Regulations

Businesses are allowed to text or call customers who are not opted in if they have had a business relationship within the last 2 years (e.g., a client purchases from the retailer), or if the customer has initiated contact by entering their phone number and giving consent (e.g., a sign-up form).

ℹ️ Note: Most personas inside AIQ are ingested via sign-up forms, meaning they have already provided consent for messaging!

Edge Case: If a persona is uploaded via CSV without an opt-in or opt-out status, AIQ cannot determine if the business has had a relationship with this customer within the last 2 years. It is the retailer or brand's responsibility to validate whether this customer can be messaged. This persona will receive the opt-in message and, if they don't respond, will receive either 2 total (AIQ default) or the total defined in the Max Opt-In Requests setting.

Implied Consent

⚠️ Warning: Implied Consent is available in Canada only.

Set the implied consent start date to automatically opt in to text messaging all personas that have shopped within the last 2 years. Any persona that has not shopped within the last 2 years will be opted out unless they have explicitly opted in. The start date will set the opt-in date for all personas who are opted in as a result of this setting to whichever is later: the given date, or the date AIQ first saw the contact.

When implied consent is toggled, customers will not receive an opt-in verification after shopping.

Double Opt-In

Double opt-in is required by TCPA. Customers must confirm their subscription by replying Y or YES to the opt-in text they receive.

Max Opt-In Requests

Set the maximum number of opt-in attempts AIQ will send to a persona before stopping. This prevents spamming personas who are not interested in opting in. If set to 0, the default of 2 will be used. The double opt-in text will send out once a week until the customer either opts in or the maximum number of attempts is reached.

Text to Join

Text to Join is a unique, static phone number assigned to each AIQ account. It is not used for marketing campaigns — only for loyalty signup and SMS opt-in. It supports two keywords:

Text JOIN to the number: the customer will receive an SMS opt-in request and must reply Y or YES to confirm.
Text START to the number: the customer opts into SMS immediately, without the additional opt-in prompt.

Default Text Message Templates

Note: You can customize certain settings per store by using the "By Store Settings" button.

Brand name used in text messages: Optional setting best for regulated industries. If your brand name contains regulated terms, use an acronym or abbreviation instead. 10DLC-approved accounts can override the brand name using Store Specific Brand Nickname (Retail Stores > Edit Store).
Default Texting Logo: This default logo goes out with all text messages that do not have an explicit image set. For regulated industries, if your logo contains regulated content, create a safe version to avoid filtration.
Opt-In Text Logo: The logo sent with all opt-in messages.
Double Opt-in Request: Customize the opt-in message users receive to confirm their subscription. Your message must contain "reply Y or Yes" so users know how to finalize their SMS subscription. Do not use regulated terms or your brand name (if it contains regulated terms) in this message. Do not incentivize customers to join or mention words such as "reward", "promotion", "discount", or "loyalty".
Post Opt-in Confirmation Message: The message customers receive after they opt in. You can optionally add macros or personalization here.
Opt-out reply text (required): Text that follows your message content to allow contacts to opt out of your messages.
Use Default Opt-In Message: By default, AIQ sends double opt-in messages through secure, low-filtered private numbers. To use your own unregistered numbers and custom messages, you can turn this off at your own discretion.
Default marketing notice message: Change the default notice contacts receive for text messages. You must always include the ###{{landingPage}} macro so our system knows where to place the link within your content.
Wallet login message: Change the default notice contacts receive when they request access to their wallet. You must always include the ###{{landingPage}} macro so our system knows where to place the link within your content.

Custom Keyword Responses

Custom Keyword Responses let you define an automatic reply when a customer texts specific keywords to your Text to Join number (for example: SIGNUP, EVENTS, MENU). This is commonly used to route customers to more information or a signup flow.

How it works: When a customer texts a configured keyword to your Text to Join number, AIQ sends the auto-response you've set for that keyword. For some use cases, the reply experience may be delivered through a "walled garden" flow, meaning the customer is prompted to complete 2FA before viewing the content you've configured.

Custom Keyword Responses are still subject to 10DLC messaging rules and your organization is responsible for ensuring message content is compliant for your industry and use case.

AIQ safeguards / scanning:

Cannabis accounts: AIQ scans the custom response content for restricted cannabis terms and may block or flag content based on those terms.
Non-cannabis accounts: AIQ does not currently scan custom keyword response content for restricted language.

Best practices:

Keep responses short, neutral, and informational. Avoid promotional claims or sensitive terms unless your program explicitly supports them.
Avoid language that could be interpreted as restricted for your industry.
When in doubt, route customers to a secure landing page and keep the SMS copy simple.
Test your keywords and responses before promoting them broadly.

Regulated Industry Message Inbox

Choose between 2 options for where your text message link navigates to:

Skip Inbox (default): Text link clicked → Age Gate → Content
Modern or Linktree style inbox with links: Text link clicked → Age Gate → Inbox → Content
- Choose between the modern and linktree style for your landing page (previews for both available in settings).
- Toggle buttons (Call us, Get Directions, etc.) on/off for your landing page. If a customer's favorite store is known, AIQ will automatically link those buttons to that store.

The primary and secondary color settings control the look of the modern and linktree style inbox buttons. To edit the color and style of the Age Gate, go to Branding Settings.

ℹ️ Note: If the customer has not been previously authenticated in AIQ's userbase, they will receive a 2FA prompt and will pass through the age gate. If the customer has already been authenticated, they will skip the age gate.

See 10DLC for Regulated Industries for more information about asset and message requirements.

Carrier Registrations

To register for 10DLC, see 10DLC Registration.

Managing Phone Numbers Manually

If you toggle on this setting, you can purchase phone numbers manually instead of AIQ doing it for you. See Phone Manager for Non-regulated Industries.

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