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Transcript

Click to start the Tutorial

Start by clicking the hamburger menu.

First, we need to create our Answer for the Auto-reply. This auto-reply will then be used in our Rule that sends the reply to new Contacts via SMS.

Click Answers.

Click Add Answer.

Name the Answer.

This name will be how we reference the Answer in our Rule.

Click Messaging to create a Messaging Answer that can be used for SMS communications.

Add the content for the Message here.

The initial reply to the SMS must contain:Company NameOpt-out Language

Opt-out: This is the action that allows a Customer to remove themselves from future texts from your organization. For example, a Customer texting back STOP to a number would be an opt-out from the SMS program.

Opt-out: This is the action that allows a Customer to remove themselves from future texts from your organization. For example, a Customer texting back STOP to a number would be an opt-out from the SMS program.

Click Create

This reply includes the company name (Retale) and an Opt-out for the consumer (the ability to reply STOP to opt-out of texts)

Click Settings.

Now that the Answer is ready we'll create the Rule to send the auto-reply message.

Click Rules.

Click Create Rule.

Add a name for the new Rule.

Click + Add Condition

Select SMS

Click + Add Condition once more.

Click First Message.

We are setting the conditions so that when a Customer first texts in as a new Contact on SMS, an action is triggered.

Under Actions, click Send Auto-Reply.

Select the auto-reply Answer that was created.

Click Add Rule to complete the Rule.

We now have a Rule that will send the auto-reply Answer which we created whenever a Customer sends us a text for the first time.

Great job, you're all set with your auto-reply that includes an opt-out!

RESTART