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Marketing Safety: consent, sending rules, auto-replies and carrier registration

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Help Center › Admin screens, field by field › Marketing Safety: consent, sending rules, auto-replies and carrier registration

Marketing Safety: consent, sending rules, auto-replies and carrier registration

Every field in the Hub's Marketing text and email safety tools: consent forms, list import, carrier registration, sending rules, auto-replies, AI notice and A/B tests.

On this page

These Hub screens keep your marketing texts and emails within the rules you choose. Every legal choice is a setting you control, with a safe default. Nothing here is legal advice.

Where to find it: Contractor Hub → Marketing & Growth → Marketing, then the Conversations and Safety parts. The WordPress-side limits are in messaging-safety-limits.

Before you start

  • Text messaging must be set up by the site owner (see messaging-texts-settings).
  • For the carrier registration you need your legal business name, Tax ID (EIN), website, street address and a contact email.

Conversations: reply box and do-not-contact

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Message to (reply box) Sends a text to that customer. Placeholder: “Write a text…”. It is disabled when texting is not possible (“why not” is shown) or replies in a website chat. Up to 1,000 characters. Empty.
Note (Do not contact sheet) Marks the person “do not contact” for texts, emails and calls. Waiting messages are cancelled and it is recorded. Why. Empty.
Weather delay notice: Day The day jobs are delayed. Pick a date. Today.
What to say The text sent to customers booked that day. A short message. Empty (an example is shown as a placeholder).
See who would get it / Send Previews the count and who is skipped, then sends. Preview first. Send is off until you preview.
Field (exact label) What it does for VisionScaper What to enter and example Default / notes
What they agreed to Texts and/or Emails. A channel is disabled if the customer has no phone or email. Tick. Texts (Emails if no phone).
How they agreed The source. Options: Agreed on a phone call; Signed quote or contract; Paper form; Website sign-up form; Agreed in person; Replied YES / START by text; Other (say how). Pick one. Required. Choose…
How did they agree? Appears only for Other. A short note. Empty.
What they agreed to (the words) The wording, kept as proof. What the form said or what you told them. Required. A built-in sentence for the chosen channels.
Date they agreed When. Cannot be in the future. A date. Required. Today.
Proof (optional) A photo or file of proof. PNG, JPG, WebP or PDF, up to 5 MB. Choose a file. None.
Save consent Saves it to the record. Click.
Field (exact label) What it does for VisionScaper What to enter and example Default / notes
People, one per line The people who agreed. Each line needs a phone number or email. The page counts good lines and warns about problems. Jane Smith, (860) 555-0123. Paste a limited number at a time. Empty.
What they agreed to, How they agreed, How did they agree?, What they agreed to (the words), Date they agreed Same as above, applied to every person. As above. As above.
Add people who aren’t customers yet Creates customers for people not found. Tick if wanted. Off.
This list was bought, rented or given to me by someone else Flags the list as not your own. A warning is shown. Tick if true. Off.

Get ready to text (carrier registration)

Three steps; problems are highlighted before you move on.

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Legal business name Sent to the carriers. As on your tax papers. Empty.
Tax ID (EIN) Carriers use it to confirm the business. Later only the last four digits are shown. 12-3456789. Empty.
Website Your site. https://…. Empty.
Business street address Your address. Street, town, state. Empty.
Contact email Carrier contact. An email. Empty.
What will you text about? Use case. Options: Updates about visits, quotes and invoices; Updates and offers; Offers and promotions. Pick one. Updates about visits, quotes and invoices.
How do customers say yes to texts? Your opt-in method. Describe it. Empty.
A sample text you might send A sample for review. One typical text. Empty.
Next / Back / Send to the carriers Move through; the last step submits. Carriers usually answer in a few days. Click.

Email sender check

Check my sender (or Check again) tests three records on your sending domain and lists each as found or missing, with help text. Marketing email waits until all three pass when the Hub requires it.

Sending rules

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
First hour for texts Earliest hour marketing texts go out, judged where the customer lives. A blocked text waits. Pick 12 am to 11 pm. 8 am.
Last hour for texts Latest hour. Pick 1 am to 12 am. 9 pm.
Most marketing texts per customer per day Your own daily limit. 0 to 20. 0 = no limit of your own.
State (two letters) and Most texts in 24 hours with Add a state limit Stricter limits for a state. Florida’s is built in (marked “built in”). Remove deletes yours. FL and 1 to 50. Number box 3.
Require email consent too Off: marketing email goes to customers until they unsubscribe. On: only to people with email consent on file. Toggle. Off.
Save sending rules Saves them. Click.

Auto-replies

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Answer HELP Replies with your business name, phone number and “Reply STOP to opt out”. STOP is always honored. Toggle. On.
After-hours reply Sent once when someone texts while you are closed. Toggle. Off.
What it says The reply. Use {business}. A sentence. “Thanks for your message to {business}. We’re away from the phone right now and will text you back when we’re open.”
Open on / from / to Your open days and hours for this reply. Days and hours. Monday to Friday, 8 am to 5 pm.
Keyword and Reply When a customer texts exactly the keyword, they get the reply. STOP, HELP, START and YES cannot be used. SNOW and a reply. None.
+ Add a keyword / Remove Adds or deletes a pair. Click.
Words that mean “urgent” A text containing one is flagged for a person, and the customer is told to call 911 if anyone is in danger. Comma list. flood, fire, tree on the house, downed tree, gas leak, injury.
Save auto-replies Saves. Click.

Telling people it’s an AI

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
The AI assistant says it is an AI in its first reply The assistant says it is your AI assistant. Turning it off needs a warning to be read and a box ticked. The assistant never pretends to be a person either way. Toggle. On.

A/B test (inside a campaign)

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Version B — email subject A different subject for group B. Text. Empty keeps the same subject.
Version B — text A different text for group B. Text. Empty keeps the same text.
Share of your list in the test Percent of your list in each of A and B. 10 to 50 in steps of 10. 20%.
The winner is whoever… How the winner is chosen: Clicked a link, Replied, Opened the email. Pick. Clicked a link.
Hours to wait (before sending the winner) Wait time. 1 to 72. 4.

Steps

  1. Open Marketing → Safety. Check Sending rules and Auto-replies.
  2. Record consent for customers who agreed outside VisionScaper, or import a list.
  3. Start Get ready to text and send it to the carriers.
  4. Run Check my sender for email.
  5. Confirm the checklist once before your first marketing text campaign.

Tips

  • Keep the default hours unless your state is stricter.
  • Never tick consent for someone who has not agreed.

If something goes wrong

  • Fix the highlighted fields: a required consent box is empty.
  • A text did not go out: it may be waiting for the allowed hours.
  • Registration rejected: use Fix and send again and correct the details.

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