Mobile Commons: Opt-In Paths

Provided information on Opt-In Paths

Each Active Campaign has at least one opt-in path.  An opt-in path defines the way subscribers join a campaign. Campaigns can have an unlimited number of opt-in paths, which can be useful for targeting your message to different audiences, or measuring the impact of different outreach media. For example, if you were selling pet food, you could have separate opt-in paths for cat lovers and dog lovers. Or, you could use different opt-in paths for your print, TV, and radio outreach. You could then compare the efficacy of the different calls to action.

Each opt-in path contains one conversation and can have one or multiple keywords.

There are two types of opt-in paths. The first is a phone opt-in path, through which a user joins your campaign by texting in a keyword to a short code.  The second type of opt-in path is a web opt-in path, in which the user joins by filling out a web form on your website, or from Mobile Commons’ integration with your CRM. 

Creating a Phone or Keyword Opt-In Path

1. Click New Opt-In Path from the Campaign Actions box in the campaign.
   
2. Give the opt-in path a name. The name is internal only and should be meaningful to your organization.
3. Under People will opt-in by, choose the texting a keyword to your shortcode radio button and click Create & Continue.
4. Choose the keyword(s) for this opt in path by typing it in the box. As you type in the keyword, Mobile Commons with tell you if it is available, already taken, or too short (2 character minimum).  One you have chosen an available keyword, click Add.  You can continue to type and add as many keywords as you’d like. When you’re finished adding keywords, click Continue.
5. Create the opt-in path conversation. This is the text message welcome conversation that the person will receive immediately when they text the keyword to the shortcode.  Click Save & Continue.

Creating a Web Opt-In Path

Please note that if you are using the API to create subscriptions through a web opt-in path you may only add a phone number whose permission to message them you have obtained. You must have a record of this permission being granted. Once you have permission to opt a number in, you may opt them in to each campaign one time and one time only through the API. If a subscriber is already a member of that campaign or was previously a member of that campaign they will not receive a welcome message and no subscription will be generated (if they were already an active subscriber they will stay that way, if they were a subscriber and opted-out they will remain opted-out). When using the API to add a new profile to a campaign through a specific opt-in path, all opt-in path settings apply. 

1. Click New Opt-In Path from the Campaign Actions box in the campaign.
2. Give the opt-in path a name. The name is internal only and should be meaningful to your organization.
3. Under People will opt-in by, choose the any other method such as a web form or CRM radio button. Then click Create & Continue.
4. The platform will generate html for the web opt-in path. If you are creating a web form for this opt-in path, you can copy the html from this page.  You can also get the html for this opt in path at any time by clicking Web Form Code Snippet in the Opt-In Path Actions box. 
   
5. Create the opt-in path conversation. This is the text message welcome conversation that the subscriber will get immediately when they click submit on your web form.  If they come in through a CRM sync, they will get this opt-in path conversation around noon (local time) the following day. Click Save & Continue.

Once you’ve created an opt-in path, there are several functions that are possible from the Opt-In Path Actions box. Click through to the various pages to explore their functionality.

• Keywords: Add or remove keywords to an existing opt-in path.
• Web Form Code Snippet: Get the html code for your opt-in path’s web form.
• Edit Conversation: Edit your conversation and add additional functionality, such as requesting user profile information or launching a phone call.
• Opt-In Path Settings:Customize the specifics of how a campaign’s opt-in path works.
• Deactivate Opt-In Path: Deactivate that opt-in path. Note that this does not navigate you to a different page. After clicking Deactivate, you will be presented with a confirmation pop-up screen. Click OK to confirm deactivation.
• Report: See reports for your opt-in path.

Question: Product How-To / Training