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.
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