Simply connect SlickText to your ecommerce site via an integration or API, configure the messages to be sent and sit back. Our service for sending automated abandoned cart text messages is easy to set up and runs 100% on its own. Text messaging is proving to be one of the number one ways to re-engage those lost customers, bring them back to your website and drive them to complete their purchases. People are often filling up their shopping carts with goodies, starting the checkout process and then getting distracted and not completing their purchases. Platform fatigue is a real thing for many people, and you should never expect clients to adopt a new platform to perform a task they are already quite comfortable with on an existing platform.īearing all of the above in mind, you should be able to pick between the compliant texting platforms now available, meet your clients’ desire to text with you where appropriate and ease your concerns (compliance and otherwise) about texting as a viable means of client communication.ĭusty Russell is relationship manager at Redtail Technology.If you own or operate an online store, you probably understand how much revenue is wasted due to abandoned orders. If any heavy lifting in this regard is required, it should be done on your end. They shouldn’t have to use anything other than their default texting app for text conversations with you.
And, having a good grasp of texting etiquette should be a requirement for all of your staff members prior to launching your texting platform.īut, with those considerations in hand, an overarching consideration on your texting “Do List” must be to make it easy on your clients.
Keep it simple for your clientsĬompliance concerns are, of course, paramount when adding texting to your communications mix. Also, keep the client’s time zone in mind. In this regard, texting is like telephoning don’t text someone when you wouldn’t appreciate being disturbed yourself. Text at the wrong times - avoid dinner hours, overnight and holidays.Set up a meeting or a phone call for those situations. You should never allow anyone in your office to use texting as a distancing tool for bad news. You can, however, alert your client via text that you have emailed or physically mailed something of this nature so they can be on the lookout for it. Texting shouldn’t be limited to appointment confirmations and reminders. Think outside the box, be creative with texts (birthday and anniversary greetings, invitations to social events you are hosting or attending, etc.).
Use where appropriate but aim for clarity with your words rather than relying on emojis to convey your meaning. Emojis are fun and can be used to clarify the tone of a potentially ambiguous word or phrase, but they aren’t for everyone. Use an SEC and Finra-compliant texting platform to communicate with clients.(More: Cybersecurity concerns over messaging apps grow as more firms enable adviser texting) Compliance dos and don’tsĪ recent risk alert from the Securities and Exchange Commission on firms’ responsibilities related to electronic messaging suggests that firms “remind advisers of their obligations when their personnel use electronic messaging” and also “review their risks, practices, policies, and procedures … and to consider any improvements … that would help them comply with their regulatory requirements.” Texting with clients is always subject to compliance, so: Do: Below are some dos and don’ts to keep in mind. Still, as an adviser, there are concerns about texting you must take into account before you can dive in and begin communicating with your prospects and clients this way. In other words, virtually everyone texts these days, and they want to be able to do so with you. While it’s true that “sending and receiving text messages is the most prevalent form of communication for American adults under 50,” statistics indicate even those over 55 average 500 text messages a month. If you haven’t added texting as a component of your firm’s communications mix, perhaps it’s because you believe texting is only applicable for millennial clients and prospects.