Create an SMS confirmation

  • Updated

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

  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

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  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. 

  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.

Preview and activate your SMS campaign

  1. 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. 

  2. Click Go Live after completing your text message.