Customize Opt In Templates

You can customize the Opt-in e-mails/text messages that are sent to your end-users. Simply navigate to the Contacts menu, and then click on the Opt-in Template button that is in the top right-hand corner of the UI:

Once you've clicked the Opt-in Template button, you're then able to customize the e-mail/text message templates:

Do NOT remove the $url or any formating as it pertains to the url. Please only change the wording as removing the URL will remove the link the user will receive. 

SMS Template: is the Opt-in Template language that is sent to the user as a text messagee, if you choose to send an Opt In form to a mobile/cell number. 

PSA Ticket Note Template: This is the note logged to your PSA when an Opt-in form is sent to the user. 

Email Subject Template: This is the subject of the Opt-in Email. 

Email Header Template: This a header template if you would like to use a header at the top of the Email. 

Email Body Template: This is the body of the email and you can use HTML as well to design it. 

Further Customization #1: Customizing the Logo that is in the Body of the E-mail

Be sure to add your logo to your tenant and turn it on for Email as shown below: 

Go to Portal Settings -> Settings to verify it is setup properly. 

Further Customization #2: Changing the Sender Address of the E-mail

By default, all e-mails that the MSP Process platform sends out come from noreply@mspprocess.com. You can have Opt-in form e-mails get sent through an M365 mailbox - we strongly recommend that you do so, so that your customers trust the e-mails you send them. Instructions on how to set this up are ready and waiting for you in the following KB article:

Sending E-mails through an M365 Shared Mailbox (mspprocess.com)

Bulk Opt In Forms

They serve two purposes for MSPs. You can allow your users to opt in to receive SMS messaging prior to you sending them for support.

The system will also allow them to update their phone number if it is not the correct number for SMS. 

Before you begin we recommend setting up your company logo if you haven't already: 

Update your Company Logo (mspprocess.com)

Go to the Contacts page

On this screen you can set your Opt in template that shows the messaging that will be sent to your users on the email: 

Here is a sample of what one might look like: 

Filter by name, company, phone number or e-mail address; then select the users you'd like to email the Opt In form and click the Send Opt-In Form button as shown below: 

A review screen will come up that shows you any issues such as an incorrect format of the existing phone number. To receive SMS each contact needs to have the Country Code such as +1 in front of the number for US. We generally recommend emailing the Opt In forms but you can also choose to send via SMS as well as an option or mix and match depending on the company/user. 

Click submit once you are ready to email out the forms. Emails will be sent to everyone in the list and they will have the opportunity to update their contact number from the link in the email. 

The system will show if there are any errors (incorrect email/phone number etc): 

Here is a sample email received and how it looks if a user opens/clicks on their mobile phone as well: 

You can now send one or many opt in forms via email to your clients using the PSA Contacts screen. 

If you'd like to allow your user to update their mobile phone you can check that box. The preferred way to send Opt in should be email so that you don't send SMS without the users permission. 

Users will receive an email similar to the one below: 

Once they click the Opt in link they will receive a dialog like the one below to confirm they'd like to receive SMS and they can update their phone number in ConnectWise if you've allowed them to do so. 

Once they are opted in the system will show a checkbox that they've opted in. 

This data also shows in the ConnectWise Pod. You can send an Opt in Form from inside of ConnectWise. A green checkbox shows when someone has opted in: 

To change the language in the email that is sent you can use the options above: