For Businesses Spendgo For Businesses Spendgo

Requested Password Reset

When a member requests a password reset, they must provide their account email through the Member Portal forgot password page or through the Spendgo APIs. Once this request has been submitted, the member will be sent a password reset link that directs them to provide and confirm their new password.

You have the option to define how a member can receive their password reset link — either by Spendgo’s default email notifications, text notifications, or your third party email integration.


 

Via Default Spendgo Email

No setup is required, this is automatically enabled using the Spendgo template and sent from ‘donotreply@spendgo.com’.


 

Via Text Notification

In the Spendgo dashboard you can enable the Requested Password Reset text notification:

  1. Navigate to Settings > Notifications

  2. Create a new notification

  3. Select the notification type Requested Password Reset and click Next Step

  4. Enter a unique Event Name

  5. Define whether to require opt-in for members.
    Note: We recommend to leave require opt-in turned off; you will want all requests to receive this one-time notification.

  6. Select your medium as Text

  7. Enter in your text message content and click Next Step. For more info, see Text Message Compliance
    Note: The unique reset password link is automatically appended to the end of each member’s message on send. A placeholder link "https://my.spendgo.com/p/placeholder" is displayed in the UI.

  8. Review and confirm by clicking to Create your notification


 

Via 3rd-Party Email Notification

The benefit of using your email integration is to send the link within your own template and from your own domain. In the Spendgo dashboard you can enable the Requested Password Reset email notification:

  1. Navigate to Settings > Notifications

  2. Create a new notification

  3. Select the notification type Requested Password Reset and click Next Step

  4. Enter a unique Event Name
    Note: Jot down the event name as you have entered it. You will use this to map your event to the mailing in your email provider platform.

  5. Select your medium as Email

  6. Review and confirm by clicking to Create your notification

  7. Log into your integrated email provider platform to create your template. Insert the reset password link placeholder into your template. See notification placeholders.

  8. Configure your event name trigger and complete the setup.

Helpful links:

Setup a custom event in Emma
Setup an automated event API in Mailchimp
Event notification placeholders

Both Emma and MailChimp require emails to be subscribed in order to send an email. This is a limitation that can result in some members not receiving their notification.


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For Businesses, Marketing Spendgo For Businesses, Marketing Spendgo

Text Message Compliance

This guide is for informational purposes only. We recommend contacting an attorney to seek additional advice pertaining to the TCPA (Telephone Consumer Protection Act) and SMS — text marketing best practices in general.


Below, we discuss the main regulations to help you remain in compliance throughout your text marketing campaigns and notifications.

There are three laws that will tell you everything that is required of marketers and advertisers who wish to use text messaging for commercial purposes:


To begin, identify what type of text message you are sending — periodic marketing message or a one-time message. The type of messages being sent is important to understand before composing your message.

Periodic (Marketing) Text Message

Periodic messages sent for marketing purposes require customers to actively express consent in writing (e.g. double opt-in) to receive your text messages. There are several methods a customer can subscribe to your texts, in each, the first message will always be a compliance message requesting their consent to receive text messages to their mobile number from your brand. It is not until they reply and confirm their consent that they will be able to receive further marketing messages from you.

For more information on on your text compliance flows, contact your Customer Success Manager.

Once the initial compliance messages have been sent and confirmed, make sure before sending any marketing text message;

  • Make your identity known! Start the message with your company name. Especially, if you are on a shared short-code you should always pre-fix your text message with your name to distinguish your messages from others.

  • At least once a month, disclose to customers useful information and opt-out instructions; tell your subscribers how to opt-out or ask for help. For example: “Text STOP to cancel, HELP for help.”

  • At least once a month, remind customers of any fees that they could be charged. For example, “Msg & Data Rates May Apply.”

  • Do not include content that involves illegal behavior or substances, violence, adult content such as nudity, profanity, or hate speech. You cannot text Sex, Hate, Alcohol, Firearms, and Tobacco in the text messages.

  • Generally, the best times to send are between the hours of 9 AM and 9 PM in local time.

  • Message thoughtfully and carefully.

  • Emoji’s are not supported.

An example marketing text message can sound something like this:

“Brand Name: Happy Ice Cream Day! Celebrate w/a free cone today only. Enter mobile # in-store to redeem. Text STOP to end, HELP for help. Msg&DataRatesMayApply.

Learn more about Periodic Marketing Messages in the Spendgo Dashboard.


One-time Text Message

A one-time text message is not marketing, you can only send the requested information by the customer once. These are commonly used for account notifications.

It is critical to keep in mind the following before composing any one-time text message:

  • Only send the information that was requested by the customer. Do not send any additional marketing as this is not in compliance.

  • Double opt-in is not required to send a one-time notification, but the message must be initiated by the customer first requesting or confirming the information to be sent to them.

  • Make your identity known! Always start the message with your company name. Especially, if you are on a shared short-code you should always pre-fix your text message with your name to distinguish your messages from others.

  • You do not need to include opt-out, messaging rates, or help content because these messages do not recur.

An example one-time text message can sound something like this:

“Brand Name: We’re confirming your support request. Points have been added to your account. View points here: https://my.spendgo.com/signin”

or

“Brand Name: Your order is ready to go! More info call 5555555555”

Learn more about One-time Text Messages in the Spendgo Dashboard.

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