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Help Center › Admin screens, field by field › Marketing consent tab: sign-up link, search, ask by text, paste a list, proof
Marketing consent tab: sign-up link, search, ask by text, paste a list, proof
Every control on the Consent tab: the join link and QR code, search and filters, Ask selected by text, bulk paste and proof of consent.
Where to find it: Contractor Hub → Marketing & Growth → Marketing → 👥 Consent tab. The owner and anyone with Marketing access can open it.
Marketing texts need each customer’s written OK. Emails can go until the customer unsubscribes. This tab shows who has agreed, lets you ask people, and keeps proof. The single-customer “Record consent” form is described in the safety and consent article; this article covers everything else on the tab.
Before you start
- Text marketing also needs your sender approval on the Safety tab.
- Consent cannot come from a list you bought or were given. The paste form asks you to say so.
Fields: the “Get permission to text” card
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Sign-up link (read-only box) | Your public page where people tick that they want seasonal reminders and offers by text. | Read it; use the buttons. | Generated for your site. |
| 📋 Copy sign-up link | Copies the link so you can put it on your website, invoices and group posts. | Click. | |
| 🔳 QR code | Shows a QR code for the link titled “Scan for seasonal reminders & offers”. | Click, then 🖨️ Print or ⬇️ Download (saves qr-code.svg). |
|
| The consent wording customers agree to (arrow) | Shows the exact words people agree to. | Open to read. | Read-only. |
Fields: the list
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Search name, phone, email, town… (q) |
Filters the list. It searches when you leave the box (press Enter or click away). | Type part of a name, phone, email or town. | Empty. |
Filter chips (filter) |
Show only one group. | All, ✅ Text OK, — No text consent, 🚫 STOP, 📭 Unsubscribed, ⚠️ Bounced, 🔕 No marketing. | All. |
Tick box beside a customer (ids) |
Selects a customer to be asked for text consent. Only shown for customers with a phone and no text consent yet. | Tick the people to ask. | Unticked. |
| 💬 Ask selected by text | Sends one text asking whether they want seasonal reminders and offers by text (reply YES). It confirms first. Each person is asked only once. | Click after ticking; the button counts “Ask 3 by text”. | Off until at least one is ticked. A result lists anyone skipped and why. |
| Proof of consent / Proof (n) (arrow) | Shows each consent record: channel, how, date, who recorded it, the words, any note and file. | Open to read. | “No consent on file.” when none. |
| View proof | Opens the uploaded proof file. | Click. | |
| Withdraw | Ends that consent after you confirm. The person stops getting that kind of marketing. The record stays. | Click. | |
| No mobile / status chips | Read-only status for text, email and “off”. | Read. |
Fields: Record consent you already have
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| ➕ Record consent for one customer | Opens the one-customer form (see the safety and consent article). | Click. | |
| 📋 Paste a list of customers | Opens the list form below. | Click. | |
People (lines) |
One person per line: phone, email, name, in any order. A preview shows how many lines have a phone or email and flags bad lines. | Example: Jane Smith, (860) 555-0123. Up to 500 lines at a time. |
Empty. |
What they agreed to (channels) |
Which channels the list agreed to. | Tick Texts and/or Emails. | Texts. |
How they agreed (source) |
The way consent was given. | Pick: 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). | Choose… (required). |
How did they agree? (note) |
Shown only for Other. | Describe it. | Empty. |
What they agreed to (the words) (wording) |
Kept as proof for every person. | Edit the generated sentence if your form said something different. | Generated from your business name and channels. |
Date they agreed (given) |
The date on the record. Cannot be in the future. | Pick a date. | Today. |
Add people who aren’t customers yet (create_missing) |
Creates a customer for lines not found. | Tick if needed. | Off. |
This list was bought, rented or given to me by someone else (purchased) |
Marks the list as one that cannot give consent; saving is refused. | Tick if true. | Off. |
| Save consent for this list | Records consent. A summary shows how many saved, created, unmatched and skipped. | Click. |
Steps
- Open the Consent tab and press 📋 Copy sign-up link to share your sign-up page.
- To ask existing customers, use the — No text consent chip, tick people, press 💬 Ask selected by text, then Send.
- To record agreements you already hold, press 📋 Paste a list of customers, fill the form and press Save consent for this list.
- Open Proof of consent on any customer to check the record.
If something goes wrong
- “Paste at least one person.” The People box is empty.
- “Paste 500 or fewer at a time.” Split the list.
- A customer has no tick box: they have no phone, or they already have text consent.