Customer Creation & Management

The CRM Text SMS API manages opt-in processes for you. As such, it is required in our process that you opt-in the mobile subscriber and make them a customer of your store before you send and receive text messages from them.

The CRM Text SMS API has four Customer statuses. They are:

New Guest
The Customer has never before been asked to opt-in to that store. In the CRM Text platform this would be considered customer type “1”.

Opted-In
The Customer has successfully opted-in and can receive messages. In the CRM Text platform this would be considered customer type “3”.

Opted-Out
The Customer has successfully opted-out and will not get any further messages until opting back in. In the CRM Text platform this would be considered customer type “5”.

Pending
The Customer received the opt-in request but has not yet replied YES to the message. In the CRM Text platform this would be considered customer type “4”.

It is imperative to note you do not need to develop a plan to handle mobile device initiated opt-ins or opt-outs. The CRM Text SMS API handles those requests automatically and you can and should read more about what we automate here.

A sample use case of employing the OptInCustomer method would be that you are developing a CRM Application that allows the end user to opt-in their Customers from a CRM. Since the mobile subscriber is not taking out their device and sending you a keyword, you can develop a method for the end user of your application to send an opt-in request to the mobile subscriber after they receive consent to do so. Make sure that you coach your Clients on actually asking their Customers if they want to opt-in.

The two API Calls in the Customer Creation & Management section are as follows:

OptInCustomer
Opts the mobile subscriber into the store for ongoing 2-way communication.

OptOutCustomer
Opts the mobile subscriber out of the store and prevents any further communication with the customer.