Update customers’ SMS consent status using the Zaius Channel (Legacy)

  • Updated

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 Campaigns.
  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.

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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.

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Step 2: Set up a Zaius Channel

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

    Screen_Shot_2020-04-29_at_9.14.41_AM.png

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

    Screen_Shot_2020-04-29_at_9.15.01_AM.png
  4. Go live with your campaign.