Documentation
SMS Notification Opt-In Process
Overview
LeadMachine CRM users must explicitly opt-in to receive SMS notifications through their authenticated account settings. This document describes the opt-in process for TCPA and A2P 10DLC compliance.
Opt-In Requirements
- Authentication Required: Only logged-in users with active accounts can opt-in
- Explicit Consent: Users must take affirmative action to enable SMS notifications
- No Pre-checked Boxes: SMS notifications are disabled by default
- Phone Number Required: Users must add their mobile phone number before enabling SMS
- Compliance Tracking: System records opt-in timestamp, IP address, and method
Step-by-Step Opt-In Process
Step 1: User Authentication
User must be logged into their LeadMachine account at https://app.leadmachine.fyiStep 2: Add Phone Number
- User navigates to Profile → Edit tab
- User enters their mobile phone number in the "Phone" field
- User clicks Save Profile
- Phone number is validated and stored
Step 3: Enable SMS Notifications
- User navigates to Profile → Settings tab
- User sees "SMS Text Message Notifications" card with explicit consent language prominently displayed:
SMS Text Message Consent Box (Blue highlighted section): - Header: "SMS Text Message Consent" - Primary consent statement: "By enabling SMS notifications, you agree to receive text messages from LeadMachine at the phone number provided in your profile." - Message types clearly listed: Lead assignment alerts when new leads are assigned to you Status update notifications for your leads Daily summary reports of your lead activity (optional) Account and service-related messages - Message frequency: "Varies based on your settings and lead activity" - Rates disclosure: "Message and data rates may apply" - Opt-out instructions: "Reply STOP to unsubscribe or HELP for assistance at any time" - Alternative opt-out: "You can also manage preferences here or contact support at [email protected]"
- User checks the consent checkbox: "I agree to receive SMS text messages from LeadMachine"
- User optionally enables specific notification types:
- User sees additional consent reminder at bottom:
Step 4: Opt-In Confirmation
- System displays success message: "SMS preferences saved successfully!"
- System shows opt-in timestamp: "Opted in: Nov 3, 2025 2:30pm"
- System records in database:
opted_in_at: ISO 8601 timestamp
- opt_in_ip: User's IP address
- opt_in_method: "profile_settings"Opt-In Data Display
Once opted-in, users see in their Settings tab:
✓ Opted in: November 3, 2025 2:30pm
The SMS Notifications card shows:
- Master switch: ON
- Individual notification toggles with descriptions
- Warning if phone number is missing
- Notice about standard messaging rates
Opt-Out Process
Users can opt-out at any time through multiple methods:
Method 1: Account Settings
- Navigate to Profile → Settings → SMS Notifications
- Toggle "Enable SMS Notifications" to OFF
- System immediately disables all SMS notifications
- Opt-in timestamp remains visible (but notifications disabled)
Method 2: SMS Reply
- Reply STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT to any message
- System immediately disables SMS notifications
- User receives confirmation: "You have been unsubscribed from LeadMachine SMS notifications"
Method 3: Contact Support
- Email: [email protected]
- Support team manually disables SMS in user account
- User receives email confirmation
Message Types Sent
1. Lead Assignment Notifications
Sent when a new lead is assigned to the user:
🎯 New lead assigned to you!John Smith
Acme Corporation
[email protected]
(555) 123-4567
View: https://app.leadmachine.fyi/pages/lead-details.php?id=123
Update status:
Reply 1 for New
Reply 2 for Working
Reply 3 for Qualified
Reply 4 for Won
Reply 5 for Lost
2. Status Update Confirmations
Sent after user replies with a number:
✓ Lead updated: John Smith → WorkingChanges saved to your LeadMachine CRM.
3. Help Messages
Sent when user replies with HELP or INFO:
LeadMachine CRM Notifications: Reply with a number (1-5) to update lead status after receiving an assignment. View leads at https://app.leadmachine.fyi or reply STOP to opt out. Questions? [email protected]
Compliance Features
TCPA Compliance
- ✅ Prior express written consent required
- ✅ Clear disclosure of messaging purpose
- ✅ Opt-in timestamp and IP recorded
- ✅ Opt-out instructions always available
- ✅ Opt-out requests honored immediately
Data Storage
All opt-in/opt-out events are logged in:- Table:
lm_users.sms_preferences(JSON column) - Records:
opted_in_at,opt_in_ip,opt_in_method,enabledstatus - Retention: Maintained for compliance and audit purposes
Security
- ✅ All opt-in actions require authenticated session
- ✅ Phone numbers encrypted in transit (HTTPS)
- ✅ Access restricted to account owner only
- ✅ No sharing of phone numbers with third parties
Contact Information
LeadMachine Support Email: [email protected] Website: https://leadmachine.fyi Application: https://app.leadmachine.fyi
Opt-In Location https://app.leadmachine.fyi/pages/profile.php (requires login)
Privacy Policy https://leadmachine.fyi/pages/privacy.php
Verification
This opt-in process is implemented and live in the LeadMachine CRM application. Users can verify the process by:
- Creating a free account at https://app.leadmachine.fyi
- Navigating to Profile → Settings
- Viewing the SMS Notifications section
For carrier/TCR verification purposes, screenshots or screen recordings can be provided upon request.
Last Updated: November 2025 Compliance: TCPA, A2P 10DLC, CTIA Messaging Principles