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
- Go to Data Setup > Filters > Create New Filter.
- Name your filter SMS Opt-in.
- Select Visibility > Account and Feed > Events.
- Enter the following filter definitions:
- Event Action = opt-in
- Event Type = consent
- Event Phone is not empty
- 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.
- Go to Activations > Overview > Create New Campaign > Behavioral.
- Click Create from Scratch.
- Expand Enrollment and select Customers that trigger an event.
- Select the SMS Opt-in filter.
- Edit Touchpoint 1 and select SMS as the channel.
- 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.
Preview and activate your SMS campaign
- Click Preview to see what your SMS displays to your target segment. 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.
- Click Go Live after completing your text message.
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