Opt Out of a Specific SMS Campaign

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This use case shows how to let customers opt out of a specific SMS campaign (e.g., Father's Day) while keeping them subscribed to all other marketing content.

Step

Navigation path

Description

1

Messages > Draft Messages > SMS

Prepare the SMS Opt-Out Message (e.g., FathersDayOptOut)

2

Content > Email > Email Messages

Prepare the Father’s Day Email Sendout (e.g., FathersDay_Promotion)

3

Administration > Attributes > Profile Attributes

Create the Custom Attribute

  • Attribute name: Opt_Out_FD

  • Type: Boolean

This attribute will be updated when users reply to the opt-out SMS.

See Create Custom Attributes

4

Audience > Group Management > Groups

Define SMS Reply handling

In your Group’s Reply Handling tab:

  • Set Incoming Mobile Messages to Initiate Event-based Automation

See SMS Reply Handling

5

Automations > Whiteboards

Configure the opt-out automation

  • Create an Event-based Whiteboard

    • Triggering event:

      • Reacts to SMS

      • Specific Group: Newsletter Subscriptions

      • Add Criteria: Message Body contains NOTHANKS

    • Add next step:

      • Change Profile Attribute

      • Add Attribute: Opt_Out_FD, Defined Value, TRUE

6

Automations > Whiteboards

Configure the Father’s Day Automation

  • Create a Scheduled Whiteboard

    • Start Job:

      • Whiteboard Audience: Newsletter Subscriptions

    • Add next step:

      • Send SMS Message: FathersDayOptOut

    • Add filter:

      • Attribute value: Opt_Out_FD, FALSE