📋SMS Opt-In Workflow Demonstration
This page demonstrates how end-users (customers of plumbing businesses using Copia) provide explicit consent to receive SMS follow-up messages about their service quotes.
For Twilio Verification: This is a simulation of the customer-facing quote request form. In production, plumbing businesses embed this form on their website or use it in-person when collecting customer information.
ABC Plumbing Services
Request a Free Quote
✅Key Compliance Elements Demonstrated Above:
- •Explicit Checkbox: Users must actively check a box to consent (not pre-checked)
- •Clear Language: States they will receive SMS messages about their quote
- •Message Frequency: Discloses frequency (1-3 messages)
- •Data Rates Notice: Mentions message & data rates may apply
- •Opt-Out Instructions: Clear STOP and HELP instructions
- •Policy Links: Links to Privacy Policy and Terms of Service
- •Required Field: Form cannot be submitted without consent
🔄Complete Consent Flow
Customer Requests Quote
Customer fills out form above (or provides info via phone/in-person) and explicitly checks SMS consent box.
Plumber Enters Quote in Copia
The plumbing business logs into Copia and creates the quote, documenting that customer consent was obtained.
AI Generates Follow-Up Message
Copia's AI creates a personalized follow-up message. The plumber reviews and approves before sending.
SMS Sent to Customer
Message is sent via Twilio. Every message includes opt-out instructions (Reply STOP).
Customer Can Opt-Out Anytime
If customer replies STOP, they're immediately removed from future messages.
💬Sample Messages Customers Receive
Initial Follow-Up (Day 1-2):
"Hi John! This is Mike from ABC Plumbing. Following up on your water heater quote for $2,450. Any questions I can answer? We have availability this week. Reply STOP to opt-out."
Reminder (Day 5-7):
"Hi John, just checking in on your water heater quote. Still interested? Happy to answer any questions or adjust the scope. Reply STOP to opt-out."
Final Follow-Up (Day 10-14):
"Hi John, this is my last follow-up on your plumbing quote. If you went another direction, no worries! If you still need help, we're here. Reply STOP to opt-out."