Set SMS Opt-in & Opt-Out

Set SMS Opt-in

If you need to send an SMS to a user using the chatbot, be sure to set up this action before the Send SMS node.


Set SMS Opt-out

To make sure a user doesn’t receive any SMS from the bot, use this action.

The email or SMS will not send out if the user isn’t opt-on for SMS & Email.

Bulk Action

To configure SMS Opt-in or Opt-out for users in bulk, follow these steps:

  1. Go to Bot -> Bot Users.

  2. Check the box next to the user(s) you want to configure.

  3. Click on Bulk Action.

  4. Select Set SMS Opt-In or Set SMS Opt-Out.

This configuration will include or exclude the user from SMS notifications sent by the bot. If SMS Opt-in is not enabled, the system will avoid sending SMS to that user.

 

Video Tutorial

https://youtu.be/rTDnuM7Ag8E