--- title: "Opt-In Management with Kenect" canonical: "https://resourcecenter.kenect.com/space/Messaging/743931973/Opt-In%20Management%20with%20Kenect" format: markdown --- Use this article to learn how to manage opt-in/-out preferences with our texting products within the **Kenect **platform. --- > ℹ️ # Table of Contents > Macro (toc) --- | | | | --- | --- | | ### **Section** | ### **Context** | | *Summary / General Information* | As of July 2025, Kenect users can now collect and manage SMS opt-in consent directly from the platform. Though this is not required by Kenect, Opt-In/-Out management is required in some fashion by The Campaign Registry. | | *Opt-In Collection and Admin Controls*
- How to Manage Opting Sentiment - How to Bulk Upload Opting Sentiment - Kenect <> Service AI Platform Opting Unification | This section discusses how to manage opting sentiment by using tools like CSV uploads, request prompts, group filtering, and integration with your CRM or DMS systems. | | *Need Help?*
- Related Resources - FAQs | If you have additional questions or concerns, you can view this section to review **FAQ’s**, locate other **related articles**, or obtain contact info for our customer experience team. | --- ## Summary / General Information As of July 2025, Kenect is improving our opt-in functionality allowing this capability **directly from the product**. These new features will allow admins on the platform to: - **Upload Opt-In Status with Your Contact List** When uploading contacts using a CSV file, you can now include whether each person has already opted in to receive text messages. - **Send Opt-In Requests to Existing Contacts** You can automatically send a request to contacts who haven’t yet given permission to receive marketing texts. - **Organize Groups Based on Opt-In Status** You can now create or manage contact groups based on whether someone has opted in, opted out, or hasn’t responded yet. - **Customize Opt-In Settings for Your Business** Admins can choose how and when opt-in requests are sent, and whether messaging is allowed before consent is given. - **Sync Opt-In Consent from Integrated Tools** If you use a DMS that integrates with Kenect, it can now share each contact’s opt-in status automatically. - **Important Note****: **supported DMSs below offer opt-in *writeback *to the integration. All other integrations can only have opt-in communicated to **Kenect** platforms. - *Currently Supported DMSs*: DP360, Casepacer, CDK eLead, Clio, Filevine, DealerSocket, Tripleseat & ZiiDMS --- ## Opt-In Collection & Admin Controls Though opting in to messaging is required to be collected through The Campaign Registry, this can *optionally and easily *be done through the **Kenect**** **platform. You can use the steps below to either manage these contacts for opt-in/-out or bulk upload contact opting sentiment. ### **How to Manage Opting Sentiment** | | | | | --- | --- | --- | | **Step 1** | **Step 2** | **Step 3** | | Log into the Kenect platform > select the *Settings *(⚙️) icon | Select the *Opt-In Settings* tab | Select which opt-in preferences you’d like to turn on or off on this page > select the *Save *button | | **Opt-In Settings > *****Inbound/Outbound Messaging preferences*** | | These fields allow preferences to be chosen for all messages through any Kenect platforms. | | **Inbound Messaging**
When toggled, an opt-in message will be sent to all newly initiated conversations.
If turned on, you can edit the opt-in message to match your business preferences | **Outbound Messaging (1:1 Messaging)**
When toggled, all outbound messages will send regardless of explicit opt-in on the platform for a contact. | **Outbound Messaging (Broadcast Messaging)**
When toggled, contacts will be included in Broadcast Messaging regardless of explicit opt-in on the platform. | | ![Untitled design (13).png](media://8f25415e-e245-485f-b95d-98d9f7fdd017) | ### **How to Bulk Upload Opting Sentiment** If collecting opt-in/-out from your customers, you can bulk upload opt-in status or individually view opt-in status directly from the *Contacts* page of the **Kenect **platform. | | | | --- | --- | | **Bulk Upload** | **Opt-In Status Check** | | When importing contacts, ensure you’ve included an ‘Opt-In’ section of the CSV. This will pull forward any opt-in consent you already have.
- Prepare the CSV file with an Opt-In column for consent - Upload the CSV file by selecting the 3 dots next to the search bar - Select *Import Contacts* > upload the CSV
Note that this works for **both **new and updating existing contacts | When clicking on a contact, a new *Text Marketing Opt-in *field will show someone’s opt-in status:
- **Opted In** - **Not Opted In**
If *Not Opted In*, you have the ability to *request *opt-in via the button on the right.
Additionally, you can view if they’re opted in by channel type (Text/Email) in the *Outbound Messages *field. | | ![2.png](media://437a1c42-5acf-4108-8409-566f092a0a2f) | ![1.png](media://e65b164a-2e2d-4d62-b5ee-67c7124e532f) | ### **Kenect + Service AI Platform Opting Unification** With our latest product release, **Kenect** and the **Service AI **platforms now feature **bi-directional synchronization** of recipient opt-in and opt-out preferences. Here’s what that means for you: - **One action, applied everywhere**: When a customer opts in or out of messaging (for example, by replying STOP), that preference is instantly applied across both Kenect and the Service AI platform. You no longer need to manage preferences in each system separately. - **Real-time updates**: Our systems communicate using robust cloud integrations to ensure preferences are honored in near real time. - **Error monitoring and reliability**: Behind the scenes, we’ve added advanced logging and alerts to keep the sync stable and reliable. - **Recipient-driven control**: Only recipient-initiated actions (like texting STOP or opting in via web forms) automatically sync. If you need to block messaging to a contact **manually**, you must still apply the **Do Not Text** setting directly in the platform. This enhancement simplifies compliance and improves the experience for both you and your customers. If you have questions about how this sync works or how to apply global blocks, please contact our support team. --- ## Need Help? If we were unable to fully address your inquiry, please feel free to check out any related articles to this topic, our FAQs to answer common questions about the product, or contact details for help from a dedicated **Kenect** specialist. ### **Related Articles** | | | | --- | --- | | **Article** | **Summary** | | **[A2P 10DLC Requirements](https://heliumup.atlassian.net/wiki/spaces/Messaging/pages/338624524)** | ***A2P 10DLC*** is a mandatory messaging standard for U.S. and Canadian businesses texting U.S. numbers, and Kenect simplifies compliance by guiding businesses through the required registration process. | ### **FAQ’s** > ℹ️ **Q: How do I collect SMS opt-in from customers?** > ℹ️ > ℹ️ - *A: Customers must give clear, voluntary consent to receive texts. This can be collected via online forms, in-person paperwork, or systems like Kenect that allow you to log consent manually, send opt-in requests, or track it through DMS integrations.* > ℹ️ > ℹ️ **Q: Can I upload opt-in consent in bulk?** > ℹ️ > ℹ️ - *A: Yes. Kenect allows you to upload a CSV file with contact information and opt-in status. This works for new or existing contacts, assuming you already have documented consent (e.g., from a form or raffle entry).* > ℹ️ > ℹ️ **Q: What if I don’t have consent for a contact?** > ℹ️ > ℹ️ - *A: You can send an opt-in request directly from Kenect to any contact missing consent. Once they reply with “YES” or a similar keyword, their opt-in status is updated automatically.* > ℹ️ > ℹ️ **Q: How do I manage opt-in settings in Kenect?** > ℹ️ > ℹ️ - *A: From your platform settings, you can control how opt-in is handled for inbound and outbound messages. You can choose whether to block messages until consent is collected or continue communicating while you gather it.* > ℹ️ > ℹ️ **Q: Do opt-in preferences sync across Kenect and Service AI?** > ℹ️ > ℹ️ - *A: Yes. When a customer opts in or out, that preference is synced in real-time across both Kenect and Service AI. This ensures a consistent experience and removes the need to update each system separately.* --- > ℹ️ Need additional help? Please contact our ***technical support team*** available Monday - Friday, 7am - 5pm MT. > ℹ️ > ℹ️ **Phone: 385-474-8180**. > ℹ️ > ℹ️ **Email: ****[support@kenect.com](mailto:support@kenect.com)** > ℹ️ > ℹ️ If you have questions about our platform’s capabilities or what other features we may have, please reach out to your dedicated** *****customer success manager***.