How to automate applying an opt-out of texts tag following a STOP reply in Twilio

[Jackie_Bednara]

I have setup texts to be sent out using HTTP posts directly connected to our Twilio account. If someone replies STOP or UNSUBSCRIBE in Twilio, how can I get Twilio to communicate with Infusionsoft and apply an opt-out tag to that contact record? I looked into Zapier, but it didn’t seem like I could get the Zap to look for keywords in the text reply.

[Jeff_Arnold]

You can set up a Zap — the Zap would have a filter at the beginning “if response - “stop”, etc.) it will trigger the zap.

Twilio also has an automation builder in it where you can trigger a web hook to be send to Zapier if they reply back with opt-out words.

[Jackie_Bednara]

Thank you! Within Zapier, I’m setting up the Twilio Trigger event and am not seeing where I can add a filter. I’ve selected the “New SMS” trigger event, but am not seeing a filter for that New SMS. Can you help?

[Jeff_Arnold]

it is a filter step after the SMS

So the SMS will hit the Zap, then you insert a Zapier filter step after that. That is where you will choose the ‘body’ of the email and say ‘if body “contains” STOP’ or ‘if body “contains” ‘unsubscribe”

[Jackie_Bednara]

Ah, thanks so much! Very helpful! Getting it setup now.

[Jackie_Bednara]

Thanks again. The filter is setup. But when I try to get Zapier to tag that existing contact in Infusionsoft, it’s asking me for their email. How do I set it up so that particular contact who unsubscribed is getting the tag?

[Jeff_Arnold]

I’m a Zapier Certified Expert, as well as Infusionsoft Certified Partner, so if you need additional consulting, feel free to reach out.