We have you covered with a number of easy-to-implement approaches
While it may seem intimidating to implement a new practice around gathering customer opt-in, we have a number of sample documents and example language that should make the process much easier.
Disclaimer: We recommend consulting with legal counsel before implementing any new documents.
How do you want to collect opt-in from your customers?
Forms
The following language can be added to an existing online or paper form:
Text-Messaging Opt-In
Please check the box below to give your consent and opt in to receive text messages from our dental office. By opting in, you agree to receive appointment reminders, important updates, and exclusive offers via text message. Standard messaging rates may apply.
[ ] I consent and opt in to receive text messages from [business name].
You can opt out at any time by replying STOP to any message.
To see how this can be incorporated into existing forms, you can download our editable Sample Patient Onboarding Form.
See the full requirements for gathering opt-in utilizing online and paper forms.
Webchat
The following language can be added to an existing webchat widget (along with a checkbox for the user to click):
By providing your phone number and pressing Submit, you agree to receive recurring text communications at the number provided. Message frequency may vary. Reply STOP to unsubscribe or HELP for help. MSG & Data Rates may apply.
If you have a large number of contacts that you receive through webchat communications, we also recommend utilizing Swell's TCR-compliant webchat widget.
Verbal
It's important to establish a script when obtaining verbal opt-in from customers and to utilize that script in your TCR registration. Here is a sample script you could read when gathering opt-in:
Would it be OK if we used your contact number to communicate with you via text message? We would like to send you messages about upcoming appointments and also reach out for feedback on the service we've provided. You shouldn't receive more than a few of messages every few months, and you can opt out at any time.
See the full requirements for gathering opt-in verbally