Use the SMS campaign manager's multi-step program and Acoustic Campaign to opt-in contacts to your database when using a Campaign web form. After you create and configure the multi-step program, create and publish a web form by using a Campaign landing page that is associated with your SMS database.
Before you begin
Before you create a multi-step program, you must create an SMS campaign in the SMS campaign manager or add this program to an existing campaign.
Complete the multi-step program template
Next, complete the multi-step program template in the SMS campaign manager.
- Open a multi-step program template.
- Fill in the fields in the program's template.
- Click Save multi-step program.
- View the program on the program's multi-step canvas. In the menu, go to Interactive > Multi-step programs. Click the name of the program. Now you are ready to configure the program.
Configure the multi-step program
Create the following interactions to successfully configure the multi-step program.
Note: The information in this article is intended to show a generic use case. For example, this configuration is based on the use case where the users subscribe to a program to receive coupon alerts: mobile users submit a web form, confirm their opt-in to the program, receive a Thank You message, and is opted into a Text to Join program.
When you complete the configuration, your program canvas will look something like this:
- Click the INPUT box to give the step a meaningful name, such as 'Web form submit'.
- Click Ok.
The system automatically adds the default HELP and STOP messages. Click each output to configure the HELP and STOP messages.
- Click the keyword arrow on the previous step.
- In Add new, click Output.
- Configure the output's action and then click OK.
- Action type: Choose Send SMS.
- Message type: Choose Standard SMS.
- Message body: Type your SMS message that will ask the mobile user to confirm the OPT-IN.
- The system creates an OUTPUT box for the keyword and adds an OUTPUT (for HELP) and OUTPUT (for STOP).
- Click an OUTPUT box and change the name to something meaningful, e.g. 'Reconfirm'.
- Click OK to save the name change.
- Next to the action's name, e.g. 'Reconfirm', click the right arrow.
- In Add new, click Input.
- Click the INPUT box and change the name to something meaningful, e.g. 'Store response'.
- In Store response, complete the Keyword and Catch all listeners fields. Click Add listener to add each listener.
- Keyword(s) Yes values: This listener recognizes the defined Yes values and stores user responses.
- Type: Choose Keyword. In the value field, enter a Yes value, for example 'YES' or 'Y'. This is the response the mobile user will type to reconfirm the OPT-IN. You can add multiple keywords, such as 'YES','Yess',Y', etc.
- Store response: Choose Session and create a new variable called 'UserResponse'. User will have to type the text in the field directly.
- Catch all: Sends a message to the mobile user if the system does not recognize your keywords.
- Click Add listener.
- Type: Choose Catch all.
- Select a number to repeat an action x time(s): We recommend that you select no more than 2 times.
- Store response: Choose Do not store.
- Set up No keywords by repeating the same steps as for Yes keywords.
- Click OK to save the settings.
Create an output and configure the actions based on user response
Note: Although this example uses a False outcome for the output, False outcomes are optional in multi-step programs. You can set up the program to continue the program if a positive result from the response is achieved.
First, create an action for the True response. Send them a message, such as a thank you message:
- Action type: Choose Send SMS.
- Message type: Choose Standard SMS.
- Message body: Type your SMS thank you message, such as 'Thank you for your response'.
Redirect the opt-in to a text to join program:
- Click Add action.
- Action type: Choose Opt-in.
- Select program: Choose the text to join program.
Next to the input's keyword, e.g. the store response Yes keyword, click the arrow. Click Output, complete the action, and then click OK.
Create the action for the catch all response. Send a message saying you didn't get a valid response:
- Action type: Choose Send SMS.
- Message type: Choose Standard SMS.
- Message body: Type the message here.
- Next to the input's catch all, click the arrow.
- Click Output, complete the action, and then click OK.
Create the action for the False response. Send a message thanking the user for their response:
- Action type: Choose Send SMS.
- Message type: Choose Standard SMS.
- Message body: Type the message here.
Next to the input's keyword, e.g. the store response No keyword, click the arrow. Click Output, complete the action, and then click OK. Now, you are ready to go
Capture double opt-in contacts using a web form
In this step, create and publish a web form by using a Campaign landing page that is associated with your SMS database.
Only for the USA, contacts that opt in to Campaign SMS via web form are not required to deliver a double opt-in message to confirm the SMS consent. The multi-step program is still required to complete the opt-in process to add consent to the contact within the mobile database. It is a best practice to send a double opt-in (MT message) to confirm SMS consent by the contact's mobile device, but it is not a requirement.
- Open Landing pages and create a landing page.
- Complete the Landing page settings.
- Provide a site name and description.
- Under Optional site settings > Contact source, select the database that is SMS-enabled.
- Save your settings.
- Click the Manage Site tab.
- Create a new standard web form.
- Click Edit your Form to open your web form and add all the fields for your web form.
- Add the SMS Type field. The field name must match the SMS Type field name in your database Mobile Settings.
- Click the SMS type field to open the SMS program settings object properties panel (the programs and keywords from the campaign manager are automatically added to these settings):
- In the SMS double opt-in program list, choose the SMS program.
- In the SMS message keyword list, click the keyword.
- Select the Show disclaimer text option.
- Save the form.
- Preview and publish your web form.