Checklist for the Double Opt-In Feature

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The following table provides a checklist for working with the Double Opt-In feature:

Step #

Checklist Items

Details

Prerequisite

1

Obtain a Keyword and a Short Code or Long Code from the SMS Service Provider.

For more information, see Installation Manager Help.

Configurations

2

Configure the Opt-In and Opt-Out Keywords in Talisma Main Database.

Identify the Opt-In and Opt-Out keywords that must be sent to the Targets and configure them in Talisma Main Database.

For more information, see Configure Keywords for Opt-in and Opt-out.

3

Create SMS Templates in Desktop Client.

Create SMS Templates for the following scenarios:

•   Initial SMS Message for the Campaign

•   When Opt-In keyword is received

•   When Opt-Out keyword is received

For more information, see Configure SMS Templates.

4

Create a Dynamic Mailing List in Desktop Client

For more information, see Create a Dynamic Mailing List for the SMS Campaign.

5

Configure a Campaign in Talisma Client to send the initial SMS Messages to Targets

•   Create a Campaign and add a Workflow to send the initial SMS Message.

•   Add Targets using the Dynamic Mailing List.

•   Activate the Campaign.

For more information, see Configure a Campaign to Send Initial SMS Messages to New Leads.