Update customers’ SMS consent status using the Zaius Channel

  • Updated

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.

  1. Go to Data Setup > Filters > Create New Filter. 
  2. Enter the name SMS Engagement – Opt-in for your filter. 
  3. Select Visibility > Account and Feed > Events.
  4. 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.

  5. Save your filter. 

Create a transactional campaign with a Zaius channel touchpoint 

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

  1. Go to Activations > Overview > Create New Campaign > Transactional.
  2. Click Create from Scratch.
  3. Select the SMS Engagement – Opt-in filter. 

  4. Edit Touchpoint 1 and select Zaius Channel as the channel.
  5. Expand Targeting and select Target Identifier > Phone.
  6. Expand Configure and toggle Subscriptions on.
  7. Expand Subscription Updates and select Changes to the identifier’s global consent > Subscribe.
  8. Click Save and Go Live when ready to send the campaigns.