Getting permission to text customers matters, especially when you want to send both promotional offers and important updates. This CRM chat widget option makes that easier by letting customers choose exactly what they want to hear from you in one simple form.

📌 Why This Matters

If your business sends both marketing texts and informational messages, it is important to collect consent clearly and separately. This helps you stay organized, respect customer preferences, and reduce the chances of compliance issues. Instead of creating a workaround, you can now gather both types of permission in a single chat widget while keeping the required disclosures in place.

✨ What’s New

• Mixed consent option: You can collect permission for both marketing and informational text messages in one chat widget.
• Separate checkboxes: Customers can opt into marketing only, informational only, or both, depending on what they want to receive.
• No pre-checked boxes: Each consent box starts unchecked, so customers actively choose their preferences.
• Built-in compliance language: Required disclosure text, including message help and opt-out language, is included automatically and cannot be edited.
• Account-based setup: The system applies the appropriate message use case based on your business account type.

🛠️ How to Use It

1. Step 1: Open your CRM chat widget setup and choose the mixed message option for consent collection.
2. Step 2: Review the widget layout and confirm that both consent checkboxes appear for marketing and informational messages.
3. Step 3: Publish the widget on your website or customer contact point where people can opt in.
4. Step 4: Use the collected preferences to send the right kind of messages to the right people.

💡 Pro Tip

If customers can choose the exact texts they want, you are more likely to keep your list engaged and turn future messages into appointments, repeat sales, and fewer unsubscribes.