Opting in or out of Zoom Phone SMS

The Opt-In/Out feature within Zoom Phone SMS provides administrators with the ability to ensure users comply with the policies of their compliance team when engaging with customers via SMS. This feature is exclusive to new and approved campaigns. Pending campaigns require approval before gaining access. In this article, you'll discover various options available for your users. These campaign-level settings allow you to effortlessly incorporate numbers into the campaign, automatically applying the established rules.

Notes:

This article covers:

Prerequisites for using the Opt-In/Out functionality in Zoom Phone SMS

How to apply SMS Opt In/Out to outbound messages to unknown phone numbers

You can control the behavior of when your users can send an outbound message to unknown phone numbers.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Advanced, then click SMS Campaign.
  3. Click on the name of your approved SMS campaign, to update your existing campaign, or click Create SMS Campaign to create a new campaign.
  4. Under the User Permission section, do the following:
  5. In the Opt-In Messaging section, set up message templates (sent during opt-in, opt-out, and similar events), then click Save:
  6. Complete the remaining steps for campaign registration.
  7. Assignment: Once the campaign is approved, assign your phone numbers to the campaign.
    The Opt-in/Out settings will be applied to those numbers.

How to access the SMS Opt-In/Out logs

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Phone System Management, then click Logs.
  3. Click the SMS tab.
  4. Under the Opt-In/Out Verification column, identify the following status: