Configure consent-based email and text messaging

Open Settings and find Consent-based messaging. Each channel explains its blocker. Email requires the verified SES sender, signed delivery events, unsubscribe signing, background jobs, and the school mailing address. Texting also requires a registered sender assigned to this school.

Provider review can take time. A disabled checkbox is a release gate, not a school error; keep working leads manually until it becomes ready.

The owner reviews the sender name and reply-to address, chooses local quiet-hour start and end, and sets the maximum automated messages per recipient and channel over seven days.

After accepting the compliance terms, enable only the channel you have tested. The global platform kill switch still overrides the school setting.

The intro form requires permission for the school to respond directly, then offers separate optional checkboxes for recurring email and automated text messages. A visitor can submit without accepting either automation checkbox.

The exact disclosure, channel, normalized destination, source, time, and evidence hash are retained. An email opt-in never becomes an SMS opt-in, or vice versa.

Open a lead or member and find Automation consent or Communication consent. An owner or manager may record an opt-in only after entering the exact disclosure used and attesting that the person agreed.

Choose Record opt-out immediately when asked. Never infer consent from a phone number, email, waiver, purchase, or request for one direct reply.

Every due email or SMS follow-up is checked for school activation, matching opt-in, quiet hours, seven-day cap, provider readiness, and mailing address where required. An ineligible task remains visible for staff and is never silently treated as sent.

Temporary provider failures are retried up to three claims. A successful provider acceptance completes the matching follow-up and adds the contact to the lead timeline.

Posting an announcement always publishes it to the invited web portal. Email and Text queue buttons appear only for activated channels.

The fan-out uses only current member opt-ins whose stored destination still matches the member record. Repeated clicks are idempotent and do not create a duplicate send.

One-click email unsubscribe, SMS STOP and START, SES bounce/complaint events, and Twilio status callbacks update the suppression and message records automatically.

If anything looks wrong, the owner disables the school channel. Platform operators can turn off the global channel while leaving queued evidence intact.