Text payment requests, approvals, and job updates to your customer

Your customers are already on their phones all day. Use this to your advantage. Instantly text your customers for approvals and payments to expedite your workflow and collections simply by connecting to Twilio.

Where to do this: Follow the directions under My Account > Messaging > SMS Messaging or follow along with our YouTube video: How To: Set Up Twilio and Use Printavo to Send Text Messages

Note: Buying a phone number on Twilio costs $1/month, and each text costs $0.0075 to send, or $0.75/100 texts. Click here for more info on Twilio's pricing. Shops write this off as a nominal cost. Available for Premium subscribers only. 

Note: Your customers will not be able to reply to text messages sent to them via the Twilio integration so we recommend adding language on how to get in contact with your shop.

 

 

 

In this section we will cover:

• Twilio Opt-in Compliance
  • SMS Opt-in web form
  • Verbal Consent Opt-in
    • Verbal Consent Opt-in on Quotes and Invoices
  • Opt-in for Internal Users 

Twilio Opt-in Compliance

To maintain legal compliance with SMS laws and compliance with Twilio, Your customers will need to opt into SMS texting before you can send SMS messages to a customer. Your customers will also have the ability to opt out of SMS messages however you will be able to view the SMS opt-in status of a customer in their Customer Profile. Keep in mind that you will not be able to send manual or automated texts to customers who have either not yet opted into SMS or who have opted out.

• Customers can opt into SMS messages from their Public Profile page. Shops can view a customer’s SMS opt-in status, support opting in and out via text messages to a shop's Twilio number, and provide instructions for users who have previously opted out on how they can opt back in.

   

• Printavo enforces customers' SMS opt-in statuses, ensuring that shops can only send SMS messages to customers who have opted in. Messages cannot be sent manually or via automation to customers who have opted out or have not yet opted in, and errors will be provided when automation SMS messages fail due to opt-out statuses."

Here is how a Customer Profile will look for a customer who has not opted into SMS texting:

 

 

And here is how a Customer Profile will look once a customer has opted in to SMS texting:

 

When going to message a customer within an invoice, you'll see a drop-down box appear when searching to send a text to a contact of customers who have Opted in, Opted out, and who have not opted into SMS texting:

 

For texts sent via Automation, an error message will appear in the Invoice History section of a quote/invoice of an SMS text that could not be sent to a customer who has opted out/not opted in:

SMS Opt-in web form

You can opt-in your customers by sending them a URL to a webform they can fill out.

To access this go to the Messaging section via the My Account button accessible within your profile icon dropdown in the top right of the page. You can copy the URL to the web opt-in form and send this to a large number of your customers to encourage SMS opt-ins.

Phone numbers can be opted into SMS messages on the web form, whether they are associated with a customer/contact profile or not. As an example, a customer may have an Accountant or business partner you work with who does not have a profile in Printavo but still wants to receive SMS updates.

Note: Phone #s that are not associated with a customer or contact profile that have opted into SMS can be texted, but this has to be done by entering the exact phone number in the search field on the messaging modal. There is no list of opted-in numbers that do not belong to a customer/contact profile, you will have to know the number to text and will be able to see that the number has opted in once they type the number into the messaging modal.

Once opted in, the user will see the message below and receive a confirmation text:

If a number attempts to opt in, but previously opted out, the following message will be displayed with instructions on how to opt back in:

 

Verbal Consent Opt-in

If a customer provides verbal consent to you for texting, you can opt the customer in from the customer profile view, without having to “edit” the customer profile by selecting the pencil icon next to their phone number.

The below confirmation modal will be displayed:

If the phone number had previously opted out, instructions will be presented on how that number can be opted back in:

You will also have the ability to opt-out a phone number if given consent:

 

Verbal Consent Opt-in on Quotes and Invoices

If a customer provides verbal consent to you for texting, you can opt the customer in from the quote/invoice view.

A confirmation modal will be displayed when you click the edit/pencil icon next to the phone number on the customer profile.

Opt-in for Internal Users 

For internal User accounts in your shop, opting into SMS is not necessary as the phone number listed in their User info is opted in by default.

When creating an SMS message, the messaging modal has a tab for Customers and a tab for Shop Users. To include a Shop User in a text message, shops can select users from the Shop Users tab.

 

 

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