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Creating a Consent for SMS

It is recommended to separate your consents for SMS from other communications (emails and Push). This provides more specific unsubscribe options. This way, a contact can unsubscribe from your SMS without unsubscribing from other communications you send them by email.


Requirements


Step 1: Create an Opt-In Field

Start by creating an opt-in field that is clearly named as an opt-in for SMS:

Resources


Step 2: Create an SMS Communication Type

Add a new communication and connect it to the opt-in(s) related to the SMS communication:

In the communication types management, select the communication type in the list and check the box for for the SMS channel in the Authorized channels section:

For more details, read the article Creating and Configuring a Communication Type


Step 3: Import Opt-In Statuses

When you import your contacts, include the opt-in status for each contact. If you make an import with a file (Excel/.CSV), the imported data could look like this example:

1 = subscribes the contact
2 = unsubscribes the contact

Resources


Step 4: Create a Group

To target your contacts in your SMS, you must segment them into a group by including a criterion for an SMS opt-in:


Step 5: Select the Group for the Targeting

When you program the sending of the SMS, select the group to target in the Recipients section. For a contact to be targeted, that contact must:

  • Be active
  • Be admissible to the SMS channel
  • Have an SMS consent
  • Meet all the criteria included in the group created

→ Learn more about the status and admissibility of a contact

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