Join Matt Lindley, Senior Customer Success Manager, Nidhi Sambamurthy, Product Manager, and Julie Linarte from Eltropy for an impactful webinar where they will break down the latest FCC regulations and their effect on your Eltropy system. Get a clear roadmap to implement the necessary updates, train your teams, and leverage enhanced opt-out features, all before the April 2025 deadline.
- FCC Order, Integrations, Member Interactions, Opt-Outs, Security and Compliance, Texting
Key Highlights
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Highlight 1
Introduction to the 2024 FCC Order
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Highlight 2
Impact of the New FCC rules on the Platform
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Highlight 3
New scope of Eltropy keywords
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Highlight 4
Critical messages exempted from global opt-out
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Highlight 5
Global opt-out vs local-level opt-out
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Highlight 6
Eltropy opt-out flow
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Highlight 7
User-initiated opt-out
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Highlight 8
Eltropy opt-in flow
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Highlight 9
Previous flow vs enhanced flow
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Q&A 1
Is it possible to opt back in after an opt out?
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Q&A 2
Do we add opt-out instructions in every text?
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Q&A 3
Are businesses able to treat any opt-out as a global opt-out and not use the follow-up message?
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Q&A 4
Will disclosures need to be updated, and if so, will Eltropy provide verbiage for this?
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Q&A 5
Is this a part of LinkedIn for CFIs?
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Q&A 6
What was the time frame members had to reply to before they globally opted out?
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Q&A 7
Do the FCC changes apply to text messages only, or do they also include email, phone calls, etc.?
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Q&A 8
How does Eltropy determine when to send an essential message, and is it tracked by department?
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Q&A 9
How is the opt-out process managed across core integrations like Visor and Portico?
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Q&A 10
If a member opts out of all but we only use Eltropy for collections and lending, do we need to opt them out of other systems?
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Q&A 11
Will the opt-out report differentiate between single-group and global opt-outs?
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Q&A 12
Could a Robo confirmation text ever not be sent within five minutes after an opt-out?
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Q&A 13
Does this apply only to Robo texts?
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Q&A 14
Can I upload opt-out numbers from outside Eltropy for account openings?
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Q&A 15
Does the 30-minute auto opt-out response time imply an opt-out if no response is received within that period?
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Q&A 16
Does the opt-out apply to all contact methods for the person or just the opted-out number?
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Q&A 17
Do one-on-one calls related to account activity or security need opt-in consent, or are they exempt?
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Q&A 18
Can we skip implementing the Robo text part of the release if we're not a Robo text provider?
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Q&A 19
Will the opt-out reports distinguish between member opt-outs and agent-initiated opt-outs?
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Q&A 20
Will the new FCC rules impact the live chat?
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Q&A 21
Will Eltropy update messages for members?
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Q&A 22
How often should we pull opt-out reports?
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Q&A 23
Can members opt out of essential messages, and what happens if they do?
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Q&A 24
Are these changes already active in UAT?
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Q&A 25
What should we do if we don’t have a UAT?
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Q&A 26
What if users reply with phrases like "please stop" or "stop sending these"?
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Q&A 27
Next steps with Eltropy
