Flow Diagrams

Opt-in/Out management can be a little confusing at first. But if you read up on the single and double opt-in methods here after you review the flow diagrams, it will make a little more sense. Since the CRM Text SMS API manages compliance for the developer, the opt-in/out process can work in several ways.

Double opt-in with the OptInCustomer Method
The below diagram titled 1a shows the flow process when a mobile subscriber is opted-in through a method other than their handset. This could be through a web form, email or through an App. In this instance the double opt-in is required and it can be initiated by calling OptInCustomer. The SMS API will then deliver an opt-in request message to the mobile subscriber asking them if they would like to opt-in from a communication short code.

Once the subscriber replies "Yes," we will post that response to your web service and change the subscriber's status to opted-in. The SMS API will then deliver the relevant opt-in confirmation message to the mobile subscriber notifying them of a successful subscription. The diagram continues with the SendSMSmsg method as you can now send messages to the customer at will. Any inbound messages from the opted-in customer will be posted to the web service you have set for the store. To see this experience from the handset point of view, check out the handset diagrams.


1a

Handset Initiated Opt-in and Opt-Out
The below diagram titled 2a shows the flow process when a mobile subscriber initates an opt-in keyword belonging to your store from their mobile device on our marketing short code, 444999. No work is required on your part. The SMS API will post the inbound message to your web service and change the subscriber's status to opted-in. The SMS API will then deliver the relevant opt-in confirmation message to the mobile subscriber notifying them of a successful subscription from a communication short code.

The diagram continues to show the same process if the customer replies STOP to the communication short code they are assigned to for your store. It's the same process. The SMS API will post the message to your web service and change the customer's status to opted-out and then deliver the opt-out confirmation message. Now, if you attempt to send another text message to the mobile subscriber it will be blocked by the SMS API due to the fact that the mobile subscriber has opted-out. To see this experience from the handset point of view, check out the handset diagrams.


1a