📞SMS Sign-Up Feature in WMC

This guide is to explain how the SMS sign up feature can be used and added to your order form pages in WMC.

Currently, SMS sign-ups are only supported on 'Order Form' page types in WMC. SMS sign-ups cannot be added to Confirmation pages, Upsell pages or Cross-sell pages at this time. This feature will be expanded later to include the other page types.

Instructions

First, please contact the WMC team to turn the SMS feature “ON” for your organization. This feature is not enabled by default.

Once this feature is enabled, you will see a new toggle on your “edit/create order page” screen in WMC.

Once the toggle is turned ON, you have the option to add up to 2 list codes (free or paid) that the customer will be signed up to with their order.

The first list code is mandatory, the 2nd list code is optional.

We are able to expand this feature in future phases to accomodate more than 2 list codes if this becomes necessary.

Once you have turned the SMS sign up toggle ON and entered your list code(s), you will have additional options in the Code Editor - detailed next.

With the SMS toggle turned on, the SMS required consent snippet will be added to your page by WMC with the “Billing_Phone Number” field.

You can customize this snippet in 2 different ways.

By default, the checkbox is added by WMC. If the checkbox remains part of the snippet, you may move this snippet anywhere in the code editor (anywhere on the page for the customer).
You also have the option to remove the checkbox from the snippet. IF you choose to remove the checkbox, the ‘sms-disclaimer-text’ must remain directly underneath the 'billing_phoneNumber' field in the code editor.

See screenshot below to code your page without a checkbox:

    <div>
      <label for="sms-signup-consent">Receive updates via text message</label>
      <input type="checkbox" id="sms-signup-consent" name="smsSignupConsent">
    </div>
    
    <div id='sms-disclaimer-text'>
      {Enter your phone number | Check here } to receive automated texts such as {investment alerts | health news | content}, reports and marketing from {LLC name or DBA} even if your number is on a do not call list. Your consent is not required to make any purchase. Max {##} msgs/month. By opt-ing in you agree to our Privacy Policy and SMS Terms (including dispute resolution process). Reply STOP any time to opt out.
    </div>    
    </div>

The left side image shows an example of the snippet without the checkbox, placed directly under the phone number field.

The right side image shows an example of the snippet with the checkbox intact and moved to the bottom of the page.

The sign up call will be triggered (if the customer gives active consent) when the customer hits the “Place Order” button. This process is the same regardless of the sign up type [free vs paid].