Get permission for marketing texts

Marketing texts, like offers, review asks and win-backs, only go to people who agreed to get them. Everyone else is skipped. Texts about a visit, like confirmations, reminders and invoice links, still go to everyone.

Where permission comes from

• The customer ticks the box on your booking page, one of your forms, or their portal.
• You record it yourself, when you already have their written permission.

See who agreed

1. Go to Customers and open the person.
2. Look for Marketing texts on their Status card. It says where and when they agreed, that they haven't, or that they have no phone number.

Mark someone as agreed

Only people who manage customers can do this.

1. On their Status card, tap Mark as agreed.
2. Under How did they agree?, pick how you got their permission.
3. Tick the box that says you have their written permission. Utopia saves your name, the time and how they agreed.
4. Tap Save.

If they change their mind, tap Mark as not agreed.

After an import

Imported contacts start as not agreed. When the import finishes, you can tap Mark everyone in this import as agreed to marketing texts, pick how they agreed, tick the box and confirm. Only do this if you have permission for everyone in the file. People without a phone number are skipped. See Import your customers.

Didn't work?

I don't see Mark as agreed

The person needs a phone number on their page, and you need to be allowed to manage customers. Ask an owner.

They agreed, but a marketing text still didn't go

If they replied STOP, they get no texts from you until they reply START. If someone tapped Unsubscribe on their Status card, they get no marketing at all. See Text your customers.