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Introducing Marketing Opt-In Filters for Text Messages
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Introducing Marketing Opt-In Filters for Text Messages

03/14/2025

You can now filter contacts by marketing opt-in status for text messages in Advanced Filters across the Sales Pipeline, Contacts, and Workflows. This update makes it easier to segment contacts and automate sending text messages based on opt-in preferences.

What’s New?

Marketing Opt-In Filters for Text Messages

  • Sales Pipeline & Contacts Filters – Quickly find contacts who have opted in or out of text messaging.
  • Workflow Filters – Ensure automated text messages are only sent to opted-in contacts.

How to Apply Text Marketing Opt-In Filters

In Sales Pipeline or Contacts:

  1. Open the Sales Pipeline or Contacts.
  2. Click on the Filter icon .
  3. Click on Advanced Filters in the filter screen.
  4. Select Marketing Text Opt-In field.
  5. Choose Matches or Does not match.
  6. Choose Yes or No and apply the filter.

In Workflows:

  1. Go to Workflows.
  2. Create or edit a workflow.
  3. Add or edit a filter.
  4. Add a Marketing Opt-In Status condition.
  5. Select Marketing Text Opt-In field.
  6. Choose Matches or Does not match.
  7. Choose Yes or No and apply the filter.

Need Assistance?

For support, contact LeadCenter Support.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.