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’s SMS opt-in status is updated accordingly.

Create Filter for Incoming SMS Keyword

Step 1: Create New Filter

Let’s say that you encourage your customers to opt in to your promotional SMS messages by texting you the keyword, “GO.” You will have to set up a filter for incoming text messages that contain this keyword:

• Click the three-dot icon next to Campaigns in the main navigation
• Select Filters from the dropdown menu
• Select the Create New Filter option at the upper left

Step 2: Configure Filter

• Name your filter SMS Engagement - Opt-in
• Check Account for Visibility
• Select Events for Feed
• Set up your filter definition as follows:
  • Event Type = sms
  • Event Action = engage
  • Campaign Event Value ≈ go
    • Make sure to use "matches" as the operator, instead of "equal" to avoid issues with capitalization (i.e., to make it so the keyword is not case sensitive)
• Save your filter

Create a Transactional Campaign with a Zaius Channel Touchpoint

Next, create a new Transactional campaign that will update your customer’s SMS opt-in status.

Step 1: Set up New Campaign

• Create a new Transactional campaign
• Click Create From Scratch
• Under Enrollment, select Customers that trigger an event.
• Select your SMS Engagement - Opt-in filter from the Filter drop-down

Step 2: Set up a Zaius Channel

• Select Zaius Channel as your first touchpoint
• Under Targeting, choose Phone as the Target Identifier
  
  
  
  
• Configure, toggle on “subscriptions,” then select Subscribe under Changes to the identifier’s global consent in the Subscription Updates section
  
  
• Go live with your campaign