---
title: Create an SMS confirmation
slug: data-platform/docs/legacy-create-an-sms-confirmation
docTags: 
createdAt: 2026-08-10T12:05:15.000Z
---

:::hint{type="info"}
**Note**

The terms *audiences* and *segments* are interchangeable. Optimizely has updated all *segments* to *audiences* on the **Audiences** page and is updating the UI on other pages. See  [Understand audiences](docId\:v-gHiL9jfINBey-4QNtFM) to get information on audiences.
:::

When your customers opt in, send confirmation messages through SMS in Optimizely Data Platform (ODP) to let your customers know the frequency of your communication, message rates, and opt-out instructions.

## Create a filter for new SMS opt-ins

:::hint{type="info"}
**Note**

Email and SMS channels are legacy features and not offered to new customers.
:::

1. Go to **Data Setup > Filters > Create New Filter**. 
2. Name your filter *SMS Opt-in*. 
3. Select **Visibility > Account** and **Feed > Events**.
4. Enter the following filter definitions:
   - **Event Action = opt-in**
   - **Event Type = consent**
   - **Event Phone is not empty**

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/MtGFQmk2Y_A-6nwB7s0P0_01-create-a-filter-for-new-sms-opt-ins.png" size="100" isUploading="false" width="800" height="340" darkWidth="800" darkHeight="340" showCaption="false" indent="1"}

5. **Save** your filter. 

## Create a confirmation message

Create a behavioral campaign to send a confirmation message each time a customer opts in for SMS communications.

1. Go to **Activations > Overview > Create New Campaign > Behavioral**.
2. Click **Create from Scratch**.
3. Expand **Enrollment** and select **Customers that trigger an event**.
4. Select the **SMS Opt-in** filter. 

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/am9GUsa8BbqsA-BRW-NDg_02-create-a-confirmation-message-1.png" size="100" isUploading="false" width="800" height="208" darkWidth="800" darkHeight="208" showCaption="false" indent="1"}

5. Edit **Touchpoint** **1** and select **SMS** as the channel.
6. Write your message in the **Template**. Ensure you include the following information:
   - Your brand name to identify you.
   - Confirmation your customer has opted in. You can also include how frequently you want to send text messages.
   - Your statement about message rates.
   - Opt-out instructions.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6fDFZ4G424DeBniMvA3OZ_03-create-a-confirmation-message-2.png" size="100" isUploading="false" width="800" height="430" darkWidth="800" darkHeight="430" showCaption="false" indent="1"}

## Preview and activate your SMS campaign

1. Click **Preview** to see what your SMS displays to your target audience. Click on the preview image to see the full message in the phone’s messaging app.
   - The character counter under the preview displays the number of characters your message contains and shows the estimated number of messages sent per user.
   - The character counter is blue when you are within the 160 or 70-character limit and orange when you are over the character limit. 

     ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/oEVAPO1O1Coq2aqRSI_wI_04-preview-and-activate-your-sms-campaign-1.png" size="100" isUploading="false" width="800" height="438" darkWidth="800" darkHeight="438" showCaption="false"}
2. Click **Go Live** after completing your text message.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/RxWelMj7mrNsoINRK19kM_05-preview-and-activate-your-sms-campaign-2.png" size="100" isUploading="false" width="800" height="402" darkWidth="800" darkHeight="402" showCaption="false"}