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Managing SMS Communication Preferences

Learn how to manage SMS subscriptions for clients, contacts, referrers, and third parties in Zanda.

In Zanda, you can engage with clients, their contacts, referrers, and third parties through SMS and email communications. You also have the capability to manage SMS subscriptions for recipients directly within your Zanda account, allowing you to easily subscribe or unsubscribe them as needed. This article provides clear, step-by-step instructions to help you carry out these actions effectively. The guidelines outlined here are applicable to all profile types, whether you are dealing with clients, contacts, referrers, or third parties.

Manually Unsubscribing Profiles From SMS Communication

Your clients, their contacts, referrers, or third parties may wish to stop receiving SMS messages from your account. If they requested this, you are able to unsubscribe them from SMS communication, as instructed below:

  1. Navigate to a client profile > Admin > Manage page.

  2. On the right-hand side, find the ’ Receives SMS’ setting.

  3. Click the dropdown and select ’ Unsubscribed’.

  4. Confirm the action by selecting ’ Yes, unsubscribe’.

  5. Click ’ Save Changes’

Caution:

In order to comply with anti-spam regulations, our messaging provider includes an automatic unsubscribed (opt-out) rule on all accounts. If a recipient replies to an SMS from your account with any of these five keywords (case insensitive), they will unsubscribe from receiving messages from your Zanda account:

  • STOP
  • UNSUBSCRIBE

You able to subscribe the recipients back, once you receive a confirmation that the client would like to be subscribed back.

Subscribing Profiles to SMS Communication

There may be a few reasons why your clients, contacts, referrers or third parties stopped receiving SMS messages from your Zanda account. If they were unsubscribed but now wish to receive SMS messages from your account, you can subscribe them by following the steps below:

  1. Navigate to a profile > Admin > Manage page.

  2. On the right-hand side, find the ’ Receives SMS’ setting.

  3. Click the dropdown and select ’ Subscribed’.

  4. Click ’ Yes, Subscribe’ to confirm the action.

  5. Click ’ Save Changes’

Frequently Asked Questions

Are New Clients Subscribed to SMS by Default?

Yes. Every new client profile starts with Receives SMS set to Subscribed, so new clients can receive SMS messages from your account straight away.

There is no account-wide setting to start new clients as Unsubscribed instead. Receives SMS is set on each profile, so a client only becomes unsubscribed when:

  • someone on your team sets Receives SMS to Unsubscribed on their profile (Admin > Manage), as described above, or
  • the client replies to one of your SMS messages with an opt-out keyword such as STOP or UNSUBSCRIBE.

Receives SMS can’t be changed through Tools > Bulk Update, and there is no online form field that sets it. To see which clients are currently subscribed or unsubscribed, use the Receives SMS filter under Marketing in Advanced Search. See Searching for People: Instant and Advanced Search.

Note: Receives SMS is a different setting from Receives Marketing Communication. New clients start Opted Out of marketing communication, but that only controls who appears in your marketing bulk sends. It doesn’t stop SMS reminders or other SMS messages. See Client Profile in Detail.

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