Overview
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