How to Create an Age-Gating Automation Flow

Implements age verification processes to ensure that contacts meet age requirements before they are opted into messaging, enhancing compliance and targeting.

Step 1:

Triggers:

• These can happen anywhere with ANY trigger. Most common will be a ‘contact.updated’ event or an incoming message (CAN NOT USE KEYWORDS).
  

Step 2:

Send SMS:

• This is where you would send out a message explaining what you are looking for. We need to include the formatting of how we expect the data to be sent back. We could also include the ‘reply EXIT to quit’.
• Block is needed to be sent ‘even if not subscribed’.
  
  

Step 3:

Message Reply:

• Store this value as the `contact.birthday'.
  
  

Step 4:

Add a path to a filter block for ‘Any Response’.

• Filter block should have a birthday greater than 18 or 21 years ago as be the business’ needed age gate. This is the SmartText being used in this scenario: {{ time({"format":"YYYY-MM-DD","offset":"-21Y"}) }}
  
  

Step 5:

Double Opt-in block.

• This is just the typical configuration to prompt for them to opt-in.