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How to Send Text Message Opt-In Request to Contacts

Note
You must first have your phone number added to your account in order to complete this task.
Contacts must approve text messaging before you can send SMS messages. 


  1. On the left navigation, click Leads & Contacts > Contacts
  2. Use the search bar to quickly find your contact(s). 
    • Search by name, email, or phone number. 
  3. Click on the name of the contact. 
  4. Under the Profile tab, scroll down to Communication Preferences
  5. Next to SMS, click Send opt-in request
    • The below pop-up box appears.
  6. Choose Yes
  7. The user receives a text message where they need to confirm they would like to receive SMS messages. 



Go Here for more information on how to send a text message once the opt-in request has been accepted.


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