If your organization requires, attestation is the process of requesting permission to text message customers or prospects. This means getting legal consent to have communication and activity monitored and retained.

Note: communications between two users within the same organization is considered internal communications and does not require opt-in unless one of the users is part of a new group text message. 

Therefore, in order to compliantly text your contacts, you may need to send them the Opt-In attestation message displayed here, before you can begin using your own custom language:

 

Once your contact responds "Yes", you will then be able to text them using your own custom language. 

Messages allow for various levels of Attestation to address legal requirements via in app or email. If you have any questions, please reach out to your Customer Success Manager.

Note: If your organization does not use the opt-in attestation process and instead uses a disclaimer message, you will not need your user to respond 'Yes.' Instead, you will send the following message by default and will then be able to text your contacts using custom language:

 

Send an Opt-In message

You can send an attestation message using Yext desktop by following these steps:

1. Login to your Yext account using your web browser.
2. Click Message & Call under Conversations in the left-hand side menu.
3. Click the New Conversation icon in the top-right of the screen.
4. Enter a phone number or the name of a contact at the top of the messaging window.
5. If this is the first message that you are sending this contact, then an opt-in message will automatically appear in the messaging box at the bottom of the screen. Above this message, you can add an optional custom greeting, such as “It’s Martha from Yext.” 
6. Once you have composed your opt-in message, click Send.
7. If your contact responds “Yes,” you will be able to begin sending additional text messages. If your contact responds "Stop," you will not be able to send them messages. If your contact responds with anything except "Yes" or "Stop," they will receive another message reminding them to respond either "Yes" or "Stop" verbatim. 

You can send an attestation message using the Relate mobile app by following these steps:

1. Open the Relate app on your mobile phone.
2. Tap Conversations in the bottom of the screen.
3. Tap the New Conversations icon in the bottom-right of the screen.
4. Enter a phone number or the name of a contact at the top of the messaging window.
5. If this is the first message that you are sending this contact, then an opt-in message will automatically appear in the messaging box at the bottom of the screen. Above this message, you can add an optional custom greeting, such as “It’s Martha from Yext.” 
6. Once you have composed your opt-in message, tap the Send icon.
7. If your contact responds “Yes,” you will be able to begin sending additional text messages. If your contact responds "Stop," you will not be able to send them messages. If your contact responds with anything except "Yes" or "Stop," they will receive another message reminding them to respond either "Yes" or "Stop" verbatim. 

Note: The ability to resend the opt-in message, as well as the number of attempts available to resend it, is controlled by your organization and varies amongst Yext customers. For more specific information, please consult your organization's compliance team.