Update customers’ SMS consent status using the Zaius Channel

3 min

Note

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

If you let your customers opt in to your SMS campaigns by texting you a keyword in Optimizely Data Platform (ODP), you must have a transactional campaign running in the background to ensure the opt-in status remains updated.

Create a filter for incoming SMS keyword

Configure a filter for incoming text messages that contain the keyword GO.

Go to Data Setup > Filters > Create New Filter.

Enter the name SMS Engagement – Opt-in for your filter.

Select Visibility > Account and Feed > Events.

Enter the following filter definitions:

Event Type = sms

Event Action = engage

Campaign Event Value ≈ go. Use matches as the operator instead of equal to avoid capitalization issues.

Save your filter.

Create a transactional campaign with a Zaius channel touchpoint

Create a transactional that updates your customer's SMS opt-in status.

Go to Activations > Overview > Create New Campaign > Transactional.

Click Create from Scratch.

Select the SMS Engagement – Opt-in filter.

Edit Touchpoint 1 and select Zaius Channel as the channel.

Expand Targeting and select Target Identifier > Phone.

Expand Configure and toggle Subscriptions on.

Expand Subscription Updates and select Changes to the identifier’s global consent > Subscribe.

Click Save and Go Live when ready to send the campaigns.