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Export Text Opt-in Records

Learn how to export opt-in records for compliance, auditing, and backup purposes. The file serves as a record of consent, which you may need to keep on file to comply with messaging regulations.

Realm automatically tracks who has opted in to receive text messages. While you may never need to reference these records, there are a few situations where having an exported copy on hand can be valuable.
  • Compliance and Legal Protection

  • Auditing and Troubleshooting
  • Continuity and Backup
  • Follow up with individuals who have not opted in during a campaign
Tip: If you only need to see who has opted out of texts, use Export the Text Opt-Out List instead.
  1. In the top-left corner, click your site name then Realm. Then click Communications > Text Messaging.
  2. Just under the remaining texts dialog, click Export Opt-in Records.
  3. Select a location on your computer to store this file. Then click Save.
The .csv file will open in any spreadsheet program.