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📘 SalesRevv Training: Compliance

Learn how to manage SalesRevv Compliance settings, including VoIP call recording consent and required first-time SMS compliance messages.

Introduction

The Compliance settings allow you to manage required communication settings for both phone calls and SMS messaging. These settings can be found under Settings > Compliance and include Voice Compliance for locations using VoIP and SMS Compliance for client messaging.


Voice Compliance

If your location uses SalesRevv VoIP, the Voice Compliance section allows you to manage call recording and recording consent settings.

From here, you can:

  • Turn call recording on or off.

  • Select the appropriate recording consent setting for your business.

Available consent options include No Consent, One-Party Consent, and All-Party Consent. Your selection determines how recording consent is handled when calls are made through SalesRevv.

Because call recording laws can vary by location, your business should select the appropriate setting based on its own compliance requirements.


SMS Compliance

The SMS Compliance section controls the compliance message clients receive with their first SMS communication from your business through SalesRevv.

SalesRevv provides required, pre-filled compliance language that cannot be edited or removed. However, you can add additional messaging to the required language.

Separate compliance messages are available for:

  • New Prospects

  • Existing Prospects

  • Members

This allows you to customize the additional language based on the type of client receiving the first message.


Customizing the SMS Message

Select the client type you would like to customize and add your additional messaging in the available field.

As you make changes:

  • A preview will show how the complete compliance message will appear.

  • The segment counter will show how many SMS segments the message will use.

  • The required SalesRevv compliance language will remain included.

The compliance message is only sent once to each client, with their first applicable SMS message through SalesRevv.

Make sure to click Save after making any changes.

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