Call Complete Opt-In Update Effective Date: December 10, 2024

To comply with Federal Communications Commission (FCC) and Telephone Consumer Protection Act regulations (TCPA), we’ve introduced two new opt-in checkboxes for phone and text communication in Call Complete profile settings.

Note: On December 10, 2024 all existing users will remain opted in for both phone and text communication as part of the transition to complying with these laws. When creating new users on or after December 10, 2024, you will need to manually select both opt-in options.

Key Changes:

• New Opt-In Requirement:
  • New profiles must accept opt-ins to enable phone and text functionality.
• Opt-Out Alert:
  • Users opting out will see a pop-up notification explaining they will no longer receive phone or text communications based on their choice.

How to Access the Opt-In Settings:

1. Log in to your HappyCo account.
2. Navigate to the Call Complete Profile Settings page.
3. Locate the new opt-in checkboxes under the Personal Information section.
4. Enable or disable the checkboxes for phone and text communication as needed.
   • A pop-up alert will appear if you choose to opt out, explaining the impact of your selection.

Impact on Existing Profiles:

• Current profiles are unaffected; opt-ins remain active.
• Only newly created profiles need to explicitly accept the opt-ins.

Why This Update Matters:

• Ensures compliance with FCC and TCPA regulations.
• Protects users and the organization by documenting explicit consent for communications.

If you need further assistance, please contact your Customer Service Manager or reach out to support and submit a ticket.