[ A2P ] Step 8: Set Up Automations in FG Funnels

Important: For a complete overview of all steps and best practices involved in the A2P 10DLC registration process, please refer to the main article: "A2P 10DLC Campaign Approval Best Practices."

All of the workflows listed below are the workflow templates you can request to have loaded into your FG Funnels account at step #6. The request form is at the top of this article here: [ A2P ] Step 6: Guidelines for Creating Your Opt-in Form

Settings up your automations now will help ensure compliance by handling opt-ins, opt-outs, and double opt-in messages automatically. Here is a list of workflow automation you will need:

Opt-In Workflow Automation:
- Trigger: Form submission or contact change where opt-in consent is checked for either one or both checkboxes.
- Actions:
  - If Automated Reminders Consent is checked: Add tag "Automated Reminders Opt-In" and send the appropriate opt-in SMS.
  - If Marketing Consent is checked: Add tag "Marketing Opt-In" and send the appropriate opt-in SMS.
  - If both of the "Automated Reminders" and "Marketing Consent" checkboxes were checked on their opt-in form, then add both the "Automated Reminders Opt-In" tag and "Marketing Consent" tag and send the appropriate opt-in SMS.
  - Condition: Only send if not already tagged ( to avoid duplicate messages ).

Opt-Out Automation:
- Trigger: Inbound SMS with "STOP" or "OUT"
- Actions:
  - Remove tags: Automated Reminders Opt-In and Marketing Opt-In
  - Set SMS to DND ( Do Not Disturb ) for the contact.
  - Send internal notification to your team.

Help Automation:
- Trigger: Inbound SMS with "HELP"
- Actions:
  - Send SMS: "We have alerted our team, and someone will assist you shortly."
  - Notify a user internally using your preferred channel ( email, SMS, or system notification ).

Restart Automation:
- Trigger: Inbound SMS with "START"
- Actions:
  - Re-add appropriate tags based on prior consent.
  - Send the relevant opt-in message(s).