📞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.

\uD83D\uDCD8 Instructions

Enabling the feature & adding list codes

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.

Configuring the SMS consent snippet

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.

This snippet is commented out by default. You will need to remove the comment around this snippet and customize your “sms-disclaimer-text” before saving and publishing the order page.

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 snippet must remain directly underneath the billing_phoneNumber field in the code editor. WMC will throw an error and not allow you to save if the checkbox is removed and the snippet has been moved away from the billing phone number field on the page.

If you have any trouble finding the code on your order page, please reach out to Sarah Smiley to investigate. Here is the code snippet incase you need to manually add it:

    <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>

Customer view & active consent

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

If you choose to use this option, the customer actively consents to SMS messaging by manually entering their phone number in the phone number text box.

Pre-pop and browser auto-fill will be disabled by WMC for the phone number field if this option is used.

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

If you choose to use this option, the customer actively consents by manually checking the checkbox next to the SMS disclaimer message.

This checkbox is NOT allowed to be pre-checked for the customer.

Our WMC order form is all set up, what happens next?

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].

If your customer signed up for a free list, SUA2 will process that signup immediately. Free lists do not require a subreference id from Advantage.

If your customer signed up for a paid list, SUA2 will hold that signup until the order processes through Advantage.

WMC sends a flag in the Order Submit payload to Advantage (in extended demographic fields) to let Advantage know that an SMS signup was sent. This informs Advantage to send the Subref ID to SUA2 after the order has been processed, which will complete the paid signup for the customer.