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SMS – Collecting Opt-Ins

SMS – Collecting Opt-Ins

Opt-ins are important in order to send SMS messages. There are various ways you can designate & collect opt-ins in Omeda, via Audience Search, Data Loader & Form Builder.

Audience Search

In Audience Search, when viewing a customer, you can add and designate a mobile phone number in their contact info. Under the Email Opt In / Opt Out section, there is a new SMS Opt In / Opt Out section where you can designate the opt-in status of a customer. Message Types you have already created will appear here to manually adjust which types the customer is opted in or out of, by phone number.

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Data Loader

New Message Type Category and Country Calling Code field users can map to. If a Message Type is mapped, the Mobile Phone field will be required.

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New Message Type mapping step where users can map their incoming values for that message type.

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Form Builder

New Field Display option on Phone fields (Cell Phone, Phone Number, Foreign Phone, and Gift Recipient Phone) called **Country Calling Code.**This will display a Phone field on the form that collects country code.

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New Message Type content section in the builder. Users can drag on the Message Type content onto the form to collect SMS opt ins/outs.

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