This page describes the opt-in CTA and disclosures for the Sales Lead Alert Notifications SMS program operated by Refinity IO, LLC.
SMS Program: Sales Lead Alert Notifications (Operational)
Program Name
Sales Lead Alert Notifications (Operational SMS)
Summary
This SMS program is used to send operational notifications to authorized client sales representatives when a new inbound lead is received from marketing campaigns or website lead forms. Messages are intended to support fast lead response and internal routing. This program is not used for promotional marketing to consumers.
Who Receives Messages
Recipients are client sales representatives (employees and/or authorized contractors) who have been assigned to receive lead notifications.
This program does not send SMS messages to consumers or prospects as part of marketing outreach.
Message Purpose
Messages may include:
- New inbound lead notifications (e.g., name + phone number + lead source)
- Internal lead routing and assignment alerts
- Operational follow-up prompts for response confirmation
How Recipients Opt In (CTA + Consent)
Recipients opt in during onboarding by providing their mobile number and explicitly consenting to receive SMS notifications.
Call to Action (CTA):
To enroll, recipients complete the onboarding opt-in process and agree to the consent language below.
Required Consent Language (used during onboarding):
“By providing my mobile number and checking this box, I consent to receive operational SMS notifications from Refinity.io regarding new inbound lead alerts and internal routing updates. Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help.”
Important: Consent is not a condition of employment or engagement. Recipients may opt out at any time.
Message Frequency
Message frequency varies based on inbound lead volume and operational routing needs.
Message Costs
Message and data rates may apply depending on the recipient’s mobile carrier plan.
Opt-Out Instructions
Recipients can opt out at any time by replying: STOP
After opting out, the recipient will no longer receive messages from this program unless they re-enroll.
Help Instructions
For help, recipients can reply: HELP
Or contact us directly using the support information below.
Supported Message Content Examples
Example 1 (New Lead Notification):
“Refinity.io: New lead received for [Client Name]. Name: [Lead Name]. Phone: [Lead Phone]. Source: [Channel]. Reply STOP to opt out, HELP for help.”
Example 2 (Follow-up Prompt):
“Refinity.io: Have you contacted [Lead Name] yet? Reply 1 = Yes / 2 = No. Reply STOP to opt out, HELP for help.”
Contact Information
Company: Refinity IO, LLC
Support Email: contact@refinity.io
Website: https://refinity.io
Privacy Policy & Terms
Data Handling Notice
This program may process limited personal data required to deliver operational alerts (e.g., recipient phone number and lead contact details). Data is used only for operational purposes described above and is handled in accordance with our Privacy Policy.