Create an Opt-In Automation - StratusTEXTING
Discover how you can create and edit automations to make communicating with your contacts easier and more efficient.
One of the most commonly used forms of automated messaging is keyword request texts. These are text messages that ask for the recipient to text in a keyword to perform an action. One of the most common use cases for this is to request a person to text a keyword to opt-in or subscribe for text messages.
With Automations, you can set up an automatic workflow that when a keyword is texted in, such as SUBSCRIBE or START, a reply is sent along while any other configured actions are performed.
To create an automation that performs an action when a specific text is received…
- Navigate to Tools → Automations.
- Do one of the following:
- To create a blank automation, click the Create your own button.
- To create and edit a commonly used automation, select the Keyword Opt-in workflow option.
- In the Title box, type an identifiable name for this automation, such as Opt-In.
- Use the Condition Type dropdown to select one of the following:
- OR - Only one of the conditions must be met for the automation to be active.
- AND - All conditions must be met for the automation to be active.
- Use the Condition boxes to configure the type of condition that must be met.
- Type - Select Text Received.
- Match - Select Exactly Matches.
- Text Box - Type Start or START.
- If an additional condition needs to be added, click the ADD CONDITION button.
- ln the Action boxes, configure what will happen when the conditions are met.
Quick Tip: For the message that is sent, be sure to add the following information:
• Your company's name
• How the subscriber can text STOP to opt-out.
• How the subscriber can text HELP for support.
• The frequency of messaging to expect.
• A “Msg & data rates may apply” disclosure. - If an additional action needs to be added, click the ADD ACTION button.
Quick Tip: To make tracking the contact's consent easier, you can add an additional action that will update the contact's consent level automatically.
- Use the toggle to turn the automation ON.
- If you are ready to save this automation, click the CREATE button.
✔ Now when a text is received that contains the keyword found in the Text Received condition, the actions that were created will be completed.