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Grow - How to create an "opt out" of text workflow
Grow - How to create an "opt out" of text workflow

Some regions require that you are compliant with text opt outs. Here's how you can set up an opt out sequence

Updated over 3 years ago

Some regions require strict opt-out of text marketing. In this step, I am going to show you how you can set up an easy opt out workflow.


2. Click on Automation

Click on Automation

3. Click on Create workflow

Click on Create workflow

4. Click on Start from scratch

Click on Start from scratch

5. Click on Create new workflow

Click on Create new workflow

6. Click on Add New Workflow Trigger

Click on Add New Workflow Trigger

7. Your trigger should be set to look like this:

Reply channel = SMS

Exact phrase = stop

Doesn't have tag = member (this is optional if you don't want members to accidentally opt out)

Your trigger should be set to look like this:

8. Reply channel = SMS

Reply channel = SMS

9. Exact match phrase = stop

Exact match phrase = stop

10. Doesn't Have Tag = member

Doesn't Have Tag = member

11. Click on Save Trigger

Click on Save Trigger

12. Add any steps you want in your sequence.

We added a internal notification to the team when someone opts out

Add any steps you want in your sequence.

13. Send the client a "You've successfully unsubscribed from future texts"

Note, you can have a clause "if this was a mistake, or you wish to resume, respond "resume" in this text

Send the client a "You've successfully unsubscribed from future texts"

14. Click on Save Action

Click on Save Action

15. at a 1 min wait period

at a 1 min wait period

16. Add a step Set Contact DND and enable this

Add a step Set Contact DND and enable this

17. Add Remove From All Workflows

Add Remove From All Workflows

18. Click on Save Action

Click on Save Action

19. Click on Publish

Click on Publish

20. Click on Save

Click on Save

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