SMS Setup Guide

SimpleTexting AUDITS Keyword Setup

Follow these 7 steps to configure your SimpleTexting account with the AUDITS keyword, compliant auto-reply, and lead capture — ready to receive leads from your campaign.

TCPA/CTIA Compliance Reminder

All SMS marketing must comply with the Telephone Consumer Protection Act (TCPA) and CTIA guidelines. The auto-reply message and website disclosures provided in this guide include all required compliance elements. Do not modify the compliance language without consulting legal counsel.

Your Compliant Auto-Reply Message

Copy this message exactly and paste it into your SimpleTexting keyword auto-reply settings. It includes all required TCPA/CTIA compliance elements.

Thanks for texting AUDITS! 🎯 You've reached Bend Payroll & Insurance — Central Oregon's AI-powered payroll, HR, and PEO experts.

Joy Bunde will personally reach out within 1 business day to schedule your FREE 15-minute AI + Compliance Review.

In the meantime, visit our website to see how we save business owners 20+ hours/week with AI automation.

Msg & data rates may apply. Reply STOP to opt out, HELP for help. Msg frequency varies.
Setup Instructions

7 Steps to Go Live

01

Log In to SimpleTexting

  1. Go to app.simpletexting.com and log in to your SimpleTexting account.
  2. If you don't have an account yet, sign up at simpletexting.com — they offer a 14-day free trial.
  3. Make sure your account is set up with your business phone number (541) 640-9303 or a dedicated SimpleTexting number.
02

Create the AUDITS Keyword

  1. Navigate to Keywords in the left sidebar menu.
  2. Click Create a Keyword (or Add Keyword).
  3. Enter AUDITS as your keyword (case-insensitive — customers can text 'audits', 'Audits', or 'AUDITS').
  4. Select your phone number from the dropdown.
  5. Click Create to save the keyword.
03

Configure the Auto-Reply Message

  1. After creating the keyword, you'll be taken to the keyword settings page.
  2. Under Auto-Reply Message, paste the compliant welcome message provided below.
  3. This message includes all required TCPA/CTIA compliance elements: business identification, opt-out instructions (STOP), help instructions (HELP), and message frequency disclosure.
  4. Click Save to activate the auto-reply.
04

Set Up Compliance Features

  1. Go to Settings > Compliance in your SimpleTexting dashboard.
  2. Enable Double Opt-In if required by your carrier (recommended for marketing messages).
  3. Set your Business Name to 'Bend Payroll and Insurance'.
  4. Add your Privacy Policy URL: your-domain.com/privacy
  5. Add your SMS Terms URL: your-domain.com/sms-terms
  6. Set Message Frequency to 'Varies' (since you'll send both promotional and informational messages).
  7. Enable STOP/HELP auto-responses (SimpleTexting handles these automatically).
05

Configure Contact List & Tags

  1. Go to Contacts > Lists in the sidebar.
  2. Create a new list called 'Compliance Review Leads'.
  3. Go back to your AUDITS keyword settings.
  4. Under Add to List, select 'Compliance Review Leads'.
  5. Optionally, add a tag like 'SMS-Lead' or 'Compliance-Audit-Request' for CRM integration.
  6. This ensures every person who texts AUDITS is automatically added to your lead list for follow-up.
06

Set Up Notifications

  1. Go to Settings > Notifications.
  2. Enable Email Notifications for new keyword opt-ins — set the email to [email protected].
  3. Optionally enable Push Notifications on the SimpleTexting mobile app so Joy gets instant alerts.
  4. This ensures no lead falls through the cracks — Joy is notified the moment someone texts AUDITS.
07

Test Everything

  1. From a personal phone (not the business number), text AUDITS to your SimpleTexting number.
  2. Verify the auto-reply message is received correctly.
  3. Text STOP and verify you receive the opt-out confirmation.
  4. Text HELP and verify you receive the help message.
  5. Check that the contact was added to your 'Compliance Review Leads' list.
  6. Verify Joy received the email notification.
  7. Text START to re-opt-in and confirm the re-subscription works.

SMS Compliance Checklist

AUDITS keyword created and active
Auto-reply includes business name
Auto-reply includes STOP opt-out instructions
Auto-reply includes HELP instructions
Auto-reply includes message frequency disclosure
Auto-reply includes 'Msg & data rates may apply'
Website has SMS Terms of Service page
Website has Privacy Policy page
Contact form has SMS opt-in checkbox
Opt-in checkbox includes required disclosure text
Footer includes SMS program disclosure
Email notifications configured for Joy
Double opt-in enabled (if required)
Test messages sent and verified

Need Help Setting This Up?

Contact Joy directly and she'll walk you through the entire SimpleTexting setup process.

Call (541) 640-9303Email Joy