Consent, opt out and default responses

The Consent, opt out and default responses page allows you to configure Autopilot’s standard SMS branding, messages, and interactive options.

To access the Consent, opt out and default responses page, ensure you have accessed the Setup page, and have clicked through to SMS setup > Consent, opt out and default responses.

On this page, you can configure your SMS messaging:

If you change any of these field values (below), click Save towards the end of the page to save all changes you have made to the page.

Brand prefix

The Brand prefix field allows you to configure your organization’s name or brand name as the prefix of each SMS message that Autopilot sends to your customers/recipients.

By default, Autopilot uses the Business name you specified when you initially created your Autopilot account.

However, you can change the default brand prefix for your SMS messages by modifying this value.

The Brand prefix field is mandatory. However, if you want to reduce the overall length of your SMS messages, try specifying a shorter, more abbreviated brand name.

The Opt-in consent field configures the actual SMS message content your customers/recipients receive when you require them to opt in to receive SMS messages.

The following default message is already provided for you:

Reply YES to confirm opt-in to SMS. Msg rates may apply. Reply HELP for help. Reply STOP to opt out.

However, you can change the wording of this content by modifying the text in the Opt-in consent. If you do so, it is recommended that you at least provide brief instructions of what the following default message responses do:

  • HELP / INFO , and

  • STOP / UNSUBSCRIBE / CANCEL / END / QUIT

SMS opt-out method

The SMS opt-out method field configures the text that prefixes the link to Autopilot’s web pages for opting out of selected audiences, as well as all SMS messaging features. This link appears at the end of every Autopilot-generated SMS message, allowing your customers/recipients easy access to opt out of Autopilot’s SMS messaging features.

The default prefix text is:

Opt out:

  • Recipients can opt out of all Autopilot-generated SMS communication by typing and sending one of the STOP replies below (defined as part of the Default message responses) as an SMS message.

  • When a person has opted-out of receiving Autopilot SMS messages, then their activities may indicate "invalid SMS" or "blacklisted" as the reasons for them not receiving these messages.

Default message responses

The Default message responses section allows you to configure the automated responses that Autopilot sends whenever your customer/recipient sends one of the listed words (in any letter case) as a reply to an Autopilot SMS message.

Each of the following sets of required reply words has its own accompanying response, where each of these responses can be customized.

Required reply words are those which recipients must be able to send, and in turn, receive a response from Autopilot.

It is also possible to create, edit and delete custom reply words with their own responses.

All reply words are case-insensitive. Therefore, the actual replies that recipients type can be in any case.

STOP, UNSUBSCRIBE, CANCEL, END, QUIT

The default message response to a recipient typing any of these reply words is:

You are unsubscribed from SMS. No more messages will be sent. Reply START to re-subscribe.

HELP, INFO

The default message response to a recipient typing any of these words is:

Reply STOP to unsubscribe. Msg&Data Rates May Apply.

START, YES, Y, UNSTOP

The default message response to a recipient typing any of these words is:

You have successfully been re-subscribed to messages from this number. Reply HELP for help. Reply STOP to unsubscribe. Msg&Data Rates May Apply.

Customize a required reply’s default response

  1. On the Consent, opt out and default responses page’s Default message responses section, expand one of the sets of words (above), and modify the existing text in the Respond with field. At this point, you can also insert any of the following items by first clicking the location (identified by your cursor) within the message to:

    • Insert a link:

      1. Click link insert link.

      2. In the resulting URL field, specify the URL to include in the SMS message.

      3. Click Insert to insert the link at your chosen location.

    • Insert an emoji:

      1. Click emoji insert emoji.

      2. In the resulting emoji popup, use the search field at the top or the category selector at the bottom to filter the list of emojis.

      3. Click the emoji to insert it at your chosen location.

    • Insert a field or activity attribute value:

      1. Click people insert field/activity attribute value.

      2. In the resulting popup, select the relevant field item or activity from the list:

        • For a field item:

          1. Select the specific field.

          2. Complete your chosen field’s remaining value options.

          3. Click Save to insert the field value at your chosen location.

        • For an activity:

          1. Select the activity’s specific attribute.

          2. Complete your chosen activity’s remaining attribute value options.

          3. Click Save to insert the activity’s attribute value at your chosen location.

  2. Ensure you click Save towards the end of the page to save all changes you have made to the page.

Create a custom reply and response

  1. On the Consent, opt out and default responses page’s Default message responses section, click Add response which expands and switches to New response.

  2. In the resulting When someone replies field, type the reply word/s (separating each word with a comma) that the recipient sends to receive the response defined in the Respond with field.

    Although Autopilot converts your words to ALLCAPITALS in the When someone replies field, all words defined in this field are handled in a case-insensitive manner. Therefore, the actual replies that recipients type can be in any case, with the only requirement being matching spelling.
  3. Begin entering you response text into the Respond with field. At this point, you can also insert any of the following items by first clicking the location (identified by your cursor) within the message to:

    • Insert a link:

      1. Click link insert link.

      2. In the resulting URL field, specify the URL to include in the SMS message.

      3. Click Insert to insert the link at your chosen location.

    • Insert an emoji:

      1. Click emoji insert emoji.

      2. In the resulting emoji popup, use the search field at the top or the category selector at the bottom to filter the list of emojis.

      3. Click the emoji to insert it at your chosen location.

    • Insert a field or activity attribute value:

      1. Click people insert field/activity attribute value.

      2. In the resulting popup, select the relevant field item or activity from the list:

        • For a field item:

          1. Select the specific field.

          2. Complete your chosen field’s remaining value options.

          3. Click Save to insert the field value at your chosen location.

        • For an activity:

          1. Select the activity’s specific attribute.

          2. Complete your chosen activity’s remaining attribute value options.

          3. Click Save to insert the activity’s attribute value at your chosen location.

  4. Ensure you click Save towards the end of the page to save all changes you have made to the page.

Edit a custom reply and response

  1. On the Consent, opt out and default responses page’s Default message responses section, locate your custom (set of) reply word/s, and click it to expand its content.

  2. Modify the When someone replies and Respond with fields as required.

    Although Autopilot converts your words to ALLCAPITALS in the When someone replies field, all words defined in this field are handled in a case-insensitive manner. Therefore, the actual replies that recipients type can be in any case, with the only requirement being matching spelling.

    For the Respond with field, you can also insert any of the following items by first clicking the location (identified by your cursor) within the message to:

    • Insert a link:

      1. Click link insert link.

      2. In the resulting URL field, specify the URL to include in the SMS message.

      3. Click Insert to insert the link at your chosen location.

    • Insert an emoji:

      1. Click emoji insert emoji.

      2. In the resulting emoji popup, use the search field at the top or the category selector at the bottom to filter the list of emojis.

      3. Click the emoji to insert it at your chosen location.

    • Insert a field or activity attribute value:

      1. Click people insert field/activity attribute value.

      2. In the resulting popup, select the relevant field item or activity from the list:

        • For a field item:

          1. Select the specific field.

          2. Complete your chosen field’s remaining value options.

          3. Click Save to insert the field value at your chosen location.

        • For an activity:

          1. Select the activity’s specific attribute.

          2. Complete your chosen activity’s remaining attribute value options.

          3. Click Save to insert the activity’s attribute value at your chosen location.

  3. Ensure you click Save towards the end of the page to save your edits, along with all changes you have made to the page.

Delete a custom reply and response

  1. On the Consent, opt out and default responses page’s Default message responses section, locate your custom (set of) reply word/s, and click it to expand its content.

  2. Click the bin icon to the right and the custom reply and response is removed.

  3. Ensure you click Save towards the end of the page to save this removal, along with all changes you have made to the page.