SendOff — SMS Program & Opt-In Evidence

Program Summary

Brand: SendOff
Use case: Transactional travel reminders & logistics for existing clients
Opt-in methods: Web opt-in form (checkbox + disclosures) or text keyword START
Message frequency: Message frequency varies
Opt-out: Text STOP to opt out
Help: Text HELP for help
Rates: Msg & data rates may apply
Policies: Privacy Policy · SMS Terms

Opt-In Option A — Web Form (recommended)

The advisor selects “Web opt-in” when creating a client and shares the unique opt-in URL shown in the app (one URL per advisor).
The client opens the link and completes a simple form: phone number, optional name, and a required consent checkbox.
The consent checkbox displays the required SMS disclosures: message frequency varies, message and data rates may apply, STOP to opt out, HELP for help, plus links to the SMS Terms and Privacy Policy.
On submission, SendOff records consent (timestamp + IP), marks the client as opted in, and sends the confirmation text if auto-welcome is enabled.

The web opt-in flow collects explicit consent with clear disclosures and stores evidence of opt-in for audit purposes.

Screenshot A: New Client screen with Web opt-in selected and the generated URL.

Screenshot B: Client-facing web opt-in form with the consent checkbox.

Opt-In Option B — Text Keyword (START)

The advisor first adds the client inside SendOff, documenting the number source and checking the attestation (blank by default).
The advisor emails or messages the toll-free keyword prompt: Text START to +1 (877) 349-8194. The wording below matches the in-app copy button.
Clients text START to the toll-free number from their handset. This inbound SMS is the primary opt-in event recorded by Twilio.
Upon receipt of START, SendOff immediately sends the compliance welcome message (customizable in Settings) and logs the delivery. STOP/HELP logic is automated.

The keyword START appears in the advisor onboarding email template, the in-app copy block, and the follow-up SMS.

Keyword instructions shared digitally

How phone numbers are obtained (first-party)

Advisors collect client numbers directly during onboarding or from existing client relationships (friends, referrals, or existing travelers). No purchased lists. The Create Client screen requires the advisor to select the number source (blank by default) and check an attestation that the client requested SMS updates after receiving the START keyword instructions. Consent is captured by the inbound START message, and the auto welcome reply is recorded in the conversation log.

Create Client — phone capture and SMS consent checkbox

Invite / Opt-In Language (as sent by advisors after START)

“Hi Jane Doe, this is John Smith with The Travel Agency via SendOff. You’ll receive texts about your upcoming and future trips (reminders & logistics). Message frequency varies. Reply STOP to opt out. HELP for help. Msg&Data rates may apply. Terms & Privacy: SMS Terms · Privacy Policy”