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How to Send SMS Opt In Request to Contacts in Mobile App

Note
A contact must opt in before they can receive SMS messages. This can also be done in TotalExpert.net; click HERE to learn how. 

  1. On your device, open the Total Expert, Inc. mobile app and log in.
  2. At the bottom of the app, tap Contacts.
  3. Use the search bar or the filter to find your contact.
  4. Next to the contact's name, tap Opt in required.
  5. On the contact details page, tap the Send Messagebutton.
    • If the contact record does not have a valid cell phone number, an error message appears, alerting you that the number must be corrected. Once you provide a valid phone number, you can proceed.
  6. In the pop-up box, tap the Send Opt In Request button.
  7. The contact is notified to accept and opt in to receive messages.
    • Note:
      • Contacts can be sent a new request 3 times, with at least 12 hours having passed since the previous attempt.
      • Contacts are automatically opted out after 24 hours of not responding to an opt-in request.



 

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