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Configuring a Do Not Text flag on Lightspeed R-Series customer profiles

How to add a Do Not Text checkbox to Lightspeed R-Series customer profiles so a customer doesn't receive NPS, review requests, or Campaigns.

Written by Brett Lang

Step 1:
Go to Lightspeed Settings>Custom Fields

Step 2:

Click New Field in the top right corner. Name the field exactly Do Not Text, with no quotation marks, and associate it with the customer.

Step 3:

When you click continue, you'll be asked what field you want. Choose Checkbox, and do not default to checked.
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If you default to checked, then no one will get messages unless you go in and uncheck it.
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You'll then create the field.

Step 4:

Once you create the field, refresh Lightspeed. Now within all customer profiles you'll see this field. For customers you don't want to receive these messages, check the box and they won't receive NPS, review requests, or Campaigns.

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