Internal CT Text for Webex- Managing Compliance

Overview

Before you begin you will need the following information:

• Keywords: Phrases use to identify different key compliance actions as follow:

1. • Unsubcribe

1. • Resubcribe

1. • Help

• Messages: This is what users set as text responses when triggered by detected keywords during interactions

• Compliance Name (Required): Provides a field to specify a descriptive name for the compliance setup.

• Brand ID (Required): Allows type in Brand ID associated with the compliance

• Campaign ID (Required): Enables selection of a Campaign ID to associate the compliance with a specific campaign use case.

• Assigned Numbers: Users can choose an available phone number associated with the selected company for compliance-related communications.

• Status: The Status dropdown allows users to set the operational status of the compliance.

7. • Active: Indicates that the compliance is currently active and operational for assigned numbers.

7. • Disabled: Indicates that the compliance is not operational and will not respond to assigned numbers.

Adding a Compliance

To add a new compliance to your company, click the Add new compliance button on the compliances tab, this will bring up the form to complete to add a new compliance. The mandatory fields are Compliance Name, Brand ID, and Assigned Numbers, however, there are other options to select.

Viewing Compliance

The Compliance Main Page provides an overview of all compliances created for the current company, presenting them in a structured table format with detailed views accessible via a right panel menu. 
 

To view a compliance go to the Compliance tab and select the compliance you would like to view, this will open up a side panel. The compliance can be viewed in full by selecting the Open button. 

Editing a Compliance

To edit a single Compliance, click on the Compliance to open the side panel and click Edit Compliance button.

Deleting Compliances

To delete a compliance, select the compliance and click the ellipsis in the side panel and then the Delete compliance button.

Setting Up a Compliance Opt-Out Message

This feature ensures that a recipient receives an opt-out message the first time they are messaged from a specific number. This helps comply with 10DLC best practices and avoids potential message rejections.

Admin Portal Setup

• Log in to the Admin Portal

• Navigate to the Compliance section.

• Click Edit Compliance for the relevant compliance rule.

• Enable the setting:

• Look for the checkbox or option labelled:

• “Add opt-out message when sending a text to a recipient for the first time.”

• Enter the opt-out message in the provided text box.

• Example: To unsubscribe, reply STOP.

• Click Save

Please Note: Once this is enabled and saved, every first message sent from any number associated with this compliance rule will automatically include the opt-out message.