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SMS Opt-In Module

Introduction​

This module enables customers to provide opt-in consent for SMS notifications in a GDPR-compliant manner. It supports a double opt-in process, requiring verification through a confirmation code sent via SMS.

Typical Use Cases​

This module can work togehter with the phone number module.

How to Use the Module​

  1. Phone Number Requirement: The customer’s phone number must be known for the opt-in process. Place a phone number capture module, such as "Phone" or "Sign-in," earlier in the chat flow.

  2. Double Opt-In:

  • Automatic Trigger: The single opt-in step can be skipped, automatically sending a confirmation code to the phone number without first requesting explicit agreement in the chat. The customer still needs to enter the confirmation code to finalize the opt-in.
  • Manual Trigger: The customer is prompted to agree to SMS notifications (e.g., "May I keep you up to date with text notifications?"). After confirmation, the code is sent to their phone, and they must enter it in the chat to complete the opt-in.
  1. Code Confirmation: For double opt-in, the confirmation code completes the opt-in process and records the customer’s consent.

SMS Gateway​

SMS delivery can be handled through either a web service or Twilio:

Web Service: This allows the use of various SMS providers for sending opt-in messages. Twilio: A pre-configured integration simplifies setup via an input form.

Data Storage​

Consents are stored under the Data menu, specifically in the Consents tab. From there, you can export data as a CSV file, which includes key details like the email, opt-in type (single or double), IP address, and the date of consent. Entries are automatically deleted after 180 days. Data is securely hosted in LoyJoy’s EU-based cloud.