SMS compliance settings

Messaging settings in HLB can add sender identification to your outbound texts when it is missing, which helps recipients see who is texting them. A sender line might read "Thanks, Alex at Main Street Dental," and you can customize the wording.

For a local service business, this means your first text to a new lead can include your name and business without anyone on your team having to remember it. The setting also applies to automated texts such as missed call text back and review requests.

To configure:

• Open the sender information settings in your account settings.
• Turn on the setting that adds sender information, and click Customize to edit it.
• If you want, turn on periodic sender ID updates and choose an interval from 1 to 60 days, such as every 30 days.
• Save your changes.

The first outbound message in a conversation includes the sender information when it is missing, even when periodic updates are off. After that, it is not repeated unless periodic updates are on. With periodic updates on, the system checks whether the sender information is already in the message before adding it again, so it is not duplicated.

In some cases this setting cannot be turned off. This includes accounts in trial mode, locations less than 15 days old, and Account Users and Admins who don't have permission to change these settings.