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SMS Opt-in Feature

Collect and store SMS Marketing status - which can be shared with your SMS Marketing platform

What it is

A dedicated SMS Marketing field on the customer record that gives wineries a reliable place to capture and manage customer SMS subscription status directly within Commerce7. The field is editable in the admin, included in customer exports, and available in queries for segmentation and outreach.

Why we built it

Before wineries can use SMS marketing, they need a reliable way to capture consent and manage preferences. The SMS Marketing field gives wineries the ability to start building their subscriber base now and have a single source of truth for SMS data when integrating with other software.
 
For each phone number on a customer record, you can capture and store an SMS Marketing Status.
 
 

In this Article

Collecting SMS Opt-ins on a Customer Record

  • When editing a customer: Each 'Phone' field includes a corresponding 'SMS Marketing Status' field
  • Options include: Subscribed, Unsubscribed, or it can be left blank.

    sms-1

Note: Phone numbers should not be marked as Subscribed unless the customer has given explicit consent to be opted-in.

Collecting SMS Opt-ins Online

By default, no SMS settings appear online for customers. If you are using an SMS integration like RedChirp, you can enable a setting to collect SMS opt-ins online.

Once enabled, customers will see the option to subscribe to SMS marketing in Checkout, during Club Signup, and if they're a guest customer booking a Reservation.
 

  1. Go to Settings > General.

  2. Go to the General section.

  3. Toggle for SMS Marketing to 'On'.

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  4. Once this is toggled on, you will see the following opt-in language on your site (depending on whether it's checkout, club signup or booking a reservation).

    CHECKOUT

    sms-4

     

    		  CLUB SIGNUPsms-10

     

    BOOKING A RESERVATION
    sms-9



 
 

SMS Details Collected

For each SMS subscription, we collect the following data to ensure you're compliant.

  • SMS Marketing Status: Subscribed, Unsubscribed, or blank
  • SMS Marketing Updated At: When the status was last updated
  • SMS Marketing Updated By: Who the status was updated by
  • SMS Marketing Consent Channel: Where the customer consented (For example: web, inbound, etc.)

 

Exporting SMS Data Using the Customer Export

The simplest way to view the SMS opt-in status of all customers if through the customer export.

  1. Go to CRM > Customers.
  2. Click Actions > then choose Export Customers.
  3. In the CSV file you will see columns for:
    1. Phone
    2. SMS Marketing Status
    3. SMS Marketing Updated At
    4. SMS Marketing Updated By
    5. SMS Marketing Consent Channel
  4. SMS information can be exported for up to 3 phone numbers per single customer record.

    sms-8


 

Exporting SMS Data Using Customer Queries

To segment your list of customers based on SMS opt-in status, you can use Queries.
  1. Go to Reports > Queries.
  2. Click Add Query and select 'Customer' as the type.
  3. Add a Condition Group and select 'Customer' as the property type.

    sms-6
  4. Select 'SMS Marketing Status', then choose whether you want to find customers marked as 'Subscribed' or 'Unsubscribed'.

    sms-7
  5. Click Run Query to view the list of matching customers, and optionally export your list of results.
Please note: if a customer has multiple phone numbers on their account, they will be included in the query results if any phone number on their account matches the criteria you set.
 
If you are new to the Queries feature, click here to learn all about them.
 

This feature is currently integrated with RedChirp only at this time.