SMS List Management

The SMS Lists page is where you come to create new lists, manage both active and inactive lists, or drill down to review an individual list's performance.

To access the SMS Lists page navigate from the home menu to Manage > Lists.

Learn how to manage various components associated with an SMS list:

Create a New List

Configuring List Message Settings

Deactivate a List

Editing a List

View List Performance



Create a New List

An SMS list contains the contacts who have subscribed to the short code. Setting up a list is required before any contact can be added or before any campaign can be set up in your SMS channel.

💡 It is best practice to create and maintain one Master list per short code, unless your strategy determines otherwise. You can target different audiences on a single list by simply applying filters during the message setup. If you have questions about whether your strategy calls for multiple lists please consult your Account Manager.

List Configuration

To create a new SMS list click New List in the top right-hand corner of the page.

Begin by configuring the list which includes naming, selecting the type of list, number, and message frequency.

  • Give the list a uniquely identifiable name.

  • Select from one of the available List Type options:

    • Marketing: Used to promote your brand, send offers or promotions, educate your subscribers, promote loyalty enrollment, announce new store locations or products, shopping cart recovery, or even enter into a sweepstakes.
      ⚠️ It is required to create a separate Sweepstakes marketing list used ONLY for the intent to subscribe contacts to a sweeps and send texts about the sweeps.

    • Test: Used for internal testing of Broadcast messages before deploying a send to your audience. Subscribers to this list typically include either the individual(s) deploying broadcast messages or an entire internal marketing team if you have multiple SMS stakeholders. Learn more on how to add a single contact or multiple contacts to your list.

    • Transactional: Used to send automated informational text messages such as; appointment reminders, order/delivery notifications, BOPIS, billing/payment notifications, account activation/recovery or, reservation confirmations.

  • Enter the Number of Messages or choose to send an unlimited number of messages that subscribers can expect to receive in a given time frame.

  • Choose the Time Frame - Message Per rate at which you expect to send the messages.

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List Messages

When a contact subscribes to a list, they will receive at least one opt-in Welcome message. The Opt-in Configuration Section in the platform will allow you to configure messages for both a Double Opt-in or Single Opt-in Welcome message.

Each section will first cover the Welcome messages configured at the list level and then followed by the Welcome message series received if your contact is joining the list via a Keyword Campaign or List Subscription Campaign.

Double Opt-in

Choosing the double opt-in configuration will make it a requirement for the contact to provide written consent before being subscribed to the short code, resulting in sending the contacts a series of two initial messages - one that asks for the contact to Reply Y, and one to confirm receipt of the Y reply.

Example of user experience:

Benefits to sending double opt-in messaging include:

  • It will authenticate the mobile number used, especially beneficial when signing up by entering a phone number into a form field on a website (List Subscription).

  • It will ensure you always have a record of the consumer consenting to your terms & conditions and takes care of Prior Express Written Consent (PEWC) under the TCPA regulations.​

  • It will help you stay ahead of regulation or policy changes.

*Some carriers require a double opt-in for Cart abandonment messages.

List Message Details

The first message a subscriber will receive is the Reply Y Message - the message requesting written consent by asking the user to Reply Y (Double Opt-in Keyword) to receive text messages.

It's important to note that this message will be sent under any of the following conditions:

⚠️If these are not selected the contact will be sent the single opt-in Welcome
Message composed on the Campaign Composer Conversation page and NOT
the Reply Y message composed on the List Settings page.

  • Those who were subscribed via SMS Rest API.

  • Those who were manually subscribed within the platform via Add Contacts > Single Contact method.

Next, the subscriber will then be sent the Confirmation Message, provided they replied Y (Double Opt-in Keyword) consenting to be opted-in to the short code. This message will come from one of two places, either from the List Settings page or from the Campaign.

The Opt-in Confirmation Message created on the List Settings page

This message will be sent if contacts were subscribed in any of the following methods:

  • Those who were subscribed via SMS Rest API.

  • Those who were manually subscribed within the platform via Add Contacts > Single Contact method.

The Opt-in Confirmation Message created at the Campaign level

This message will be sent to contacts who subscribed via a Keyword campaign or a List subscription campaign AND both the Optional Opt-in Settings and the Enable Double Opt-in radio button are selected when creating the campaign.

⚠️If these are not selected the contact will be sent the single opt-in Welcome
Message composed on the Campaign Composer Conversation page and NOT
the Reply Y message composed on the List Settings page.

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Single Opt-in

Choosing the single opt-in configuration does not require the contact to provide written consent before being added to the short code, resulting in sending the subscriber a single message.

Example of user experience:

The subscriber will be sent the Confirmation Message. This message will come from one of two places, either from the List Settings page or from the Campaign.

The Single Opt-in Confirmation Message created on the List Settings page

The message composed on the List Settings page will be sent if the contacts were subscribed be either of the following methods:

  • Those who were subscribed via SMS Rest API.

  • Those who were manually subscribed within the platform via Add Contacts > Single Contact method.

Otherwise, the subscriber will receive the Confirmation Message created at the Campaign level.

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Existing Subscriber

The message that is sent to subscribers already on the configured list.

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Editing a List

To edit a list select the Active or Inactive Status tab > check the box to the left of the name > click Edit.

Active Lists

Editing an active list allows you to deactivate the list, make changes to the List configuration settings or, the List Message settings.

How to deactivate a List

A list can be deactivated by clicking the Deactivate button. By doing so this list will mark any associated keyword campaigns and transactional messages as complete/inactive - listing them in the table, and all scheduled broadcast messages will be permanently deleted.

💡 The deactivated list will move to the Inactivate tab.


Editing an Inactive a List

Editing an inactive list ONLY allows you to reactivate the list. To reactivate the list

simply click the Activate button.

This will allow edits to be made to the list settings page and will re-associate all broadcast messages, keyword campaigns, and transactional messages.

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