Objective
To set up Marketing Opt-In and Opt-Out buttons within bots on Vonage Conversational Connect (Jumper.ai), allowing businesses to capture and manage customer marketing consent with a single click, no typed responses required.
These buttons can be added to Quick Replies, Rich Cards, and Carousel messages for RCS, and Quick Replies, Card, and List messages for WhatsApp. When clicked, the user's Marketing Opt-In Status is updated automatically and they receive the response configured in the Compliance Keywords section.
Applies To
- Jumper.ai
- Marketing Opt-in
- Marketing Opt-out
- Subscription
- Broadcast
- Bot Builder
- CRM
- Live Chat
- Compliance Keywords
- WhatsApp, RCS, SMS
Pre-requisites
- Channels (RCS, WhatsApp, SMS) should be connected
- For WhatsApp, message templates should be approved and available.
- Ensure that the Vonage Opt-out Assist service is not enabled for RCS and SMS.
Procedure
- Open Bot Builder from the dashboard and click New Bot.
- Enter the folder, bot name, description, channel, and trigger. Click on Start Building Bot.
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In the bot flow canvas, choose a message type, e.g. Quick Reply.
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In the Node Configurer under the Message Template section, configure the message and click the Add Button. Set the label (e.g., “Unsubscribe from offers”), choose the action Marketing Opt-out, and save.
- Add other steps if required, add the Ending point, validate and activate the bot.
Additional Information
Managing Opt-in Opt-out on Conversational Connect
Conversational Connect (Jumper.ai)
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