How Do I Manage SMS/Text Messaging Logs and Compliance?

IN BRIEF
The SMS/Text Messaging feature records all message activity in Audit Logs, tracks credit usage, and manages customer opt-in/out requests. To maintain compliance and avoid blocked messages, businesses should follow best practices for formatting, identification, and opt-out instructions. 

Overview

SMS/Text Messaging in iClassPro is a two-way communication system:

  • Direct replies from customers can be accessed from the Messenger Center.
  • Customers can unsubscribe/resubscribe by text.
  • Audit Logs record staff requests, message delivery, and credit balances.
  • Credits are deducted for each delivered or undelivered message. Failed messages do not use credits.
  • Following carrier compliance guidelines helps prevent messages from being blocked or marked as spam.

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Accessing the Feature

  1. Navigate to SETTINGS>SETUP>GENERAL SETTINGS>SMS.
  2. Click the pencil/edit icon to open the SMS Settings.
  3. Review purchased credits and configure message options.
  4. To see message activity, review Audit Logs.

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Step-by-Step Instructions

Viewing Audit Logs

sms_audit_log01.png
  1. After sending SMS messages, open the Audit Log.
  2. Look for entries such as:
    • “Requested to send SMS message to [number of families/students].”
    • “SMS message delivered to [phone number]. [#] credits used. [#] remaining.”
    • Errors or exceptions if messages failed due to bad variables.
  3. Audit Logs will show:
    • The staff member who initiated the request.
    • The number of queued and delivered messages.
    • Adjustments to the remaining credits.

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Credit Usage

  • One credit = one SMS to one recipient (up to 160 characters).
  • If messages exceed 160 characters (or 70 with emojis/non-standard characters), multiple credits will be used.
  • Credits are deducted for messages with a status of Delivered or Undelivered.
  • Credits are not deducted for messages with a status of Failed.

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Customer Opt-In and Opt-Out

  • Customers must opt in before receiving messages.
  • To unsubscribe, customers can reply with STOP, UNSUBSCRIBE, or END.
    • Response: You have opted out of text messages from our system and will receive no further messages from {{account}}. To opt back in, reply START.
  • To resubscribe, customers can reply with START.
    • Response: You've subscribed to receive notifications from {{account}}. Text HELP for support instructions or STOP to unsubscribe. Msg & data rates may apply. Message frequency varies
  • For help, customers can text HELP.
    • Response: Please visit our portal at https://portal.iclasspro.com/{{account}} for further contact details. To opt-out, reply STOP.

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Best Practices for Compliance

To reduce the risk of carrier rejection or spam reports:

  • Identify your business in every message. We recommend using the "Message Header" to include this information in all communications.
  • Pay attention to how the message is formatted and written. Long messages or those that overuse capitalization may cause users to become suspicious and report the message as spam.
  • Avoid aggressive language, such as "you must" or "you are required to." Use alternatives like “we suggest” or “it is recommended.”
  • Do not use URL shorteners such as bit.ly, goo.gl, or tinyurl.com, as many carriers block them.
  • Provide clear opt-out instructions. We recommend using the "Message Footer" to include this information in all communications.
  • Limit emojis/non-standard characters to avoid reducing the allowed character limit.
  • Compose messages directly in iClassPro, not in external programs, to prevent hidden formatting characters that may cause you to exceed the allowed character limit.

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Troubleshooting & FAQs

  • Why did credits get used for “Undelivered” messages?
    • Credits will be charged for any message that returns a "Delivered" or "Undelivered" response.
    • Any message that returns a status of "Failed" will not charge a credit.
  • How can families opt back in after unsubscribing?
    • To resubscribe after stopping messages, a customer can reply to the number with "Start", "Yes" or "Unstop".
  • Why were some messages flagged as spam by carriers?
    • Carriers may block messages if they lack business identification, use URL shorteners, or appear overly aggressive.

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Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).