How to configure client SMS preferences in Blesta

Skip to main content
Print

How to configure client SMS preferences in Blesta

Use AWS SNS → Client Preferences to decide which automatic-message categories clients can receive and which choices they see. Set the category wording clearly so a client understands what enabling a text-message preference does.

Choose each category’s behaviour

  1. Open PD Modules → AWS SNS → Client Preferences.
  2. Review the category label and explanation, using wording that explicitly mentions texts.
  3. Choose On unless they opt out, Only if they agree or Not offered for that category.
  4. Save the category and use Apply to client profiles when ready to apply the choices.
  5. Check a controlled test client’s profile and preference summary before enabling live triggers.

Not offered means the category is absent and its automatic messages are not sent. Only if they agree starts off until the client enables it. Marketing Texts starts with that behaviour; campaigns use the marketing preference rather than assuming that every active client is a recipient.

Understand existing clients

Applying an opt-out category sets existing clients on as intended by that mode, but a client who turned off every offered preference is kept off when a new preference is added. Review the resulting profile state; changing the category is not a way to override an earlier blanket refusal.

The choices appear on their profile; visible preferences also appear during signup. Blesta includes the explanation in the tick-box label because the custom field has no separate help text.

What the main setting changes

Let clients choose which texts they receive controls the exposed choices. Turning it off removes those choices and stops promotional sends; it does not stop all service messages or erase existing refusals. Profile removal can depend on the installed panel applying the setting immediately or the next normal cron run.

Automatic triggers and queued category messages check preferences. Manual sends and staff alerts follow different routing and are not blocked by these client choices. If the visible settings seem inconsistent, your hosting team should compare Health, the effective profile state and the module managing the shared fields. Do not change stored answers to diagnose a display mismatch.

Several SMS modules on one installation

When several PD SMS modules are enabled, only the module managing the shared client-facing fields can apply their profile choices. PD SMS Manager takes precedence when present. If Client Preferences reports that another module manages the fields, make the profile-setting change there and review the result. Changing another module’s visibility setting may not remove the shared profile choices. The shared client page and individual message routing are separate matters.

See the PD AWS SNS Blesta guide for related tasks, or explore PD AWS SNS.

Table of Contents

Get your website online with PD Hosting

UK hosting, domains and support from a real team. From a first site to a full server.

Terms and Conditions  ·  Privacy Policy

PD Hosting is the trading name of Projektif Digital Ltd, registered in England and Wales, company number 12482555.

PD Hosting
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.