Update customers’ SMS consent status using the Zaius Channel

  • Updated
If you had access to campaigns prior to April 2023, Optimizely updated the tab name from Campaigns to Activation. All functionality remains the same.

If you allow your customers to opt in to your SMS campaigns by texting you a keyword, you must have a transactional campaign running in the background to ensure that your customers’ SMS opt-in status is updated accordingly.

Create filter for incoming SMS keyword

Step 1: Create new filter

If you encourage your customers to opt in to your promotional SMS messages by texting you the keyword “GO,” configure a filter for incoming text messages that contain this keyword:

  1. Click the three-dot icon next to Activation.
  2. Select Filters > Create New Filter.

Step 2: Configure filter

  1. Name your filter SMS Engagement - Opt-in.
  2. Select Account for Visibility.
  3. Select Events for Feed.
  4. Set up your filter definition as follows:
    • Event Type = sms
    • Event Action = engage
    • Campaign Event Value ≈ go
      • Use matches as the operator instead of equal to avoid issues with capitalization.
  5. Save your filter.

Create a transactional campaign with a Zaius Channel touchpoint

Create a new transactional campaign that will update your customer’s SMS opt-in status.

Step 1: Set up new campaign

  1. Create a new transactional campaign.
  2. Click Create From Scratch.
  3. Under Enrollment, select Customers that trigger an event.
  4. Select your SMS Engagement Opt-in filter.


Step 2: Set up a Zaius Channel

  1. Select Zaius Channel as your first touchpoint.
  2. Under Targeting, choose Phone as the Target Identifier.


  3. Toggle on subscriptions, then select Subscribe under Changes to the identifier’s global consent.

  4. Go live with your campaign.