Adding SMS marketing consent checkboxes to convenient locations in your store, such as customer sign-up, checkout, and the customer account, is an excellent way to collect customer mobile numbers and consent to send them your marketing content through text messages.
Before you start
Things you need to know:
You must install Dotdigital for Magento 2 email version 4.22.0.
You must install Dotdigital for Magento 2 SMS version 1.6.0.
1. Enable SMS marketing consent
To add SMS marketing consent checkboxes to your store:
In your account, go to Stores > Configuration > Dotdigital > Consent and find the heading SMS.
Expand the Ask SMS marketing consent drop-down menu and select Yes.
For Sign up text, enter the text you want to display next to the checkbox when a customer opts in to your SMS marketing.
For SMS marketing consent text, enter the consent text you want to display underneath the mobile number field when a customer opts in to your SMS marketing.
This text is stored as a
ConsentInsightrecord against the contact. If no text is entered
ConsentInsightdata is not captured.
Select Save config.
SMS marketing consent checkboxes are now added to the following areas for your customers:
Create new customer account page
Customer account subscriptions page
Customers can unsubscribe themselves from here too.
Customer shipping page
2. Map SMS subscribers to a list
Map SMS subscribers to a list
After you have enabled SMS marketing consent you need to map your SMS subscribers to an appropriate Dotdigital list.
Subscribe and unsubscribe a customer to SMS marketing
If a customer contacts you directly and requests to be added or removed from your SMS marketing, you can manually subscribe and unsubscribe the customer in your account:
Go to Customers > All customers.
Use the search bar and filters to find your customer.
Select the Subscribed to SMS marketing checkbox and enter the customer’s SMS mobile number.
Select the checkbox again to unsubscribe the customer.
Your customer’s subscription status can be checked inside your Dotdigital account using the Single customer view. Learn more in Single customer view.
When a customer unsubscribes from your SMS marketing through your store, they are removed from corresponding list. However, the status is not updated in Dotdigital’s single customer view. This is to prevent the contact being unsubscribed from other connected stores or data sources linked to them.
It is important to ensure you always map your subscribers to the correct list and use it as a way to determine subscription status.
You can view consent insight records for a customer by using the Single customer view:
Open the Single customer view for a contact.
Select the Insight data tab at the top of the page.
Expand the Insight data drop-down menu in the top left of the page and select ConsentInsight.