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How does Route Opt-In/Opt-Out messaging work?
How does Route Opt-In/Opt-Out messaging work?

Describes the logic behind the Will Call Opt-In/Opt-Out messaging works

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Written by Matt Panton
Updated over a month ago

Route Opt-In Request

The following is sent to Will Call route customers the night before a customer’s route runs.

We are in your area tomorrow. Please reply **'YES'** and we will come by for a pickup, or click the link below to schedule for a different day.
Sincerely, {Business}{Customer Link}

The messages are automatically throttled depending on two settings:

  1. Send based on customer reply frequency: If this setting is used we look at 2 different things:

    1. If any of these events happened in the last 7 days we won't send an opt-in.

      1. A recent opt-in reply, a recent opt-in reminder attempt

      2. An order was created recently

    2. How often the customer replies determines how often the texts are sent. They will get a text every 1-4 weeks depending on how often they reply yes.

      1. no attempts = send now

      2. 1 attempt = try again after 1 week

      3. 2 attempts = try again after 2 weeks

      4. 3 attempts = try again after 3 weeks

      5. 4 attempts = try again after 4 weeks

      6. 5 attempts = try again after 4 weeks (4 weeks is the max wait time)

  2. Always send: Sends every time the route runs for the customer if it has been more than 20 hours since the last reminder was sent. This setting may cause lots of text messages to go out.

Regardless if setting #1 or #2 is used, this text won’t be sent if:

  • Route days are selected on the customers profile and tomorrow isn't one of them

  • The customer is a locker customer

  • Customer has orders to be delivered with due date earlier than tomorrow

  • Customer already has a pickup/delivery scheduled (regardless of how far in the future), or had a scheduled pickup/delivery for tomorrow which has been cancelled.

  • If the customer is inactive (no orders or scheduled pickups the last 2 months) and the setting Pickup reminders for customers inactive more than 2 months is not turned on

If they reply:

‘YES’ or ‘Y’ a pickup will be automatically scheduled for the next available day. The next available day is usually the following day, but if the customer responds on the same day the route runs before the cutoff time, a pickup will be scheduled on that day.

If the text is longer than 18 characters, we don’t automatically handle the message. It then needs to be handled manually by the dry cleaner.

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