23.4.3. Keyword Setup

Creating a new Keyword

To create a new Keyword, do the following:

1. Navigate to the Keywords Tab in Salesforce

2. Select the New button in the top right corner

   

3. Enter in the details of your Keyword

   1. Keyword Text - This is the value of the Keyword that will be filtered for to initiate the keyword trigger

   2. Action - This will be the consent action, values are Opt In or Opt Out

   3. Description - This is an optional field for you to describe the Keyword

      

4. Click Save

Updating an existing Keyword

1. Navigate to the Keywords Tab in Salesforce

2. Select the dropdown arrow button to the right of the Keyword you wish to edit and press Edit

   

3. Edit the details of your Keyword

   1. Keyword Text - This is the value of the Keyword that will be filtered for to initiate the keyword trigger

   2. Action - This will be the consent action, values are Opt In or Opt Out

   3. Description - This is an optional field for you to describe the Keyword

      

4. Click Save

Deleting an existing Keyword

1. Navigate to the Keywords Tab in Salesforce

2. Select the dropdown arrow button to the right of the Keyword you wish to edit and press Delete

   

3. You will be prompted if you are sure you wish to delete this Keyword, press Ok to delete the Keyword