As WhatsApp business clearly defines it:
“A user must first consent to receive messages in WhatsApp by opting into them “
This means that a business cannot send the first message to the user unless the user has “opted-in” to receive WhatsApp notifications/messages.
If a business wants to send WhatsApp push notifications such as Order Status, Reminders, updates, etc, the business first needs to get user opt-in.
WhatsApp Opt-in can happen on any 3rd party channel as well as on Whatsapp thread.
9 Ways to get WhatsApp Opt-in:
1. SMS Blast(with consent URL)
2. Email Blast (with consent URL)
3. Miss Call(Auto trigger a welcome message on WhatsApp)
4. Outbound/Inbound IVR
5. Physical form(with backend data entry process to manually call the Opt-In API)
6. QR Codes
7. POS system entry at the time of checkout
8. External Web page/webview trigger from within WhatsApp messaging interface
9. WhatsApp Chat
The opt-in web page should contain a checkbox like this:
The checkbox can be separate. The customer has to be clearly notified that they are opting in for what kind of messages eg transaction updates.
No, you cannot send a message to the customer unless they have opted-in. WhatsApp is GDPR compliant.
WhatsApp business reserves the right to revoke the brand’s WhatsApp license and registration and the message may fail with a “User not opted in” response. And it might be difficult for the brand to apply for re-registration.
To ensure compliance, WhatsApp will routinely check a business’ opt-in flows. They will also monitor the quality signals you’ll see in your WhatsApp Account. When they are red, WhatsApp will verify opt-in flows.
This is considered as “issue resolution” and the brand has to reply to the customer within 24hrs. The brand can send a push notification related to the original support thread and the template type has to be “issue-resolution”.
No, this is not considered WhatsApp opt-in. The brand is not allowed to send any push notification except the “issue-resolution” type. But it opens a 24-hour session window, where the brand can send a message to the customer asking for opt-in.
WhatsApp Issue Resolution templates allow you to respond to questions, concerns, or feedback from customers about your business.
Yes, however, the same guidelines have to be followed. There has to be a separate checkbox for WhatsApp that is clearly visible with the WhatsApp logo, which then has to be updated in WhatsApp flow.
As per the recent update, WhatsApp has relaxed Opt-in guidelines and opt-in can be taken on IVR and the same should be stored for the record.
Yes, with the revised guidelines you can ask your customers to opt for receiving messages on WhatsApp. If they reply yes, you can consider this as opt-in.
The brand must maintain the database of WhatsApp opt-ins. Yellow Messenger does not maintain opt-in. Yellow Messenger is involved in the verification process for WhatsApp Business API and creating a chatbot on the platform for the brand. Yellow Messenger also provides analytics to keep track of users.
– SMS Blast(with consent URL)
– Email Blast (with consent URL)
– Miss Call (Auto trigger a welcome message on WhatsApp)
– Outbound/Inbound IVR
– Physical form(with backend data entry process to manually call the Opt-In API)
– QR Codes
– POS system entry at the time of checkout
– External Web page or webview trigger from within WhatsApp(married into an incoming conversation/engagement journey)
– Checkboxes in form submission pages
– Pop-Ups on the website asking for consent.
Facebook Business Manager allows you to create an ad on Facebook and Instagram, in which you can add send message CTA, helping your customers to land on WhatsApp. In this ad, the Opt-in is taken at the back end when the customers click on ‘Send Message’.
You can have an Ad on these platforms, asking for Opt-in, and then customers can be redirected to WhatsApp.
A WhatsApp session is when a customer sends a message to the brand via WhatsApp. This gives the brand 24-hour session time to send free format messages(with no template). Brands can use this session time to get opt-in via a link. Post 24-hours any messages sent to the customer should be in pre-approved templates.
The short answer is – No!
It is no longer mandatory to have a 3rd party platform for getting Whatsapp opt-in. But business should meet the following guidelines:
– Optimized account with business name and logo
– Type of messages the customer would opt-in for like account update, retail, etc.
WhatsApp suggests providing an easy process to customers in case they choose to opt-out.
More articles on WhatsApp Business Solutions:
- WhatsApp’s must-have template for Marketers
- 6 Ways WhatsApp Chatbots can Improve Customer Experience
- WhatsApp Business API – Everything You Need To Know
- FAQs on WhatsApp Chatbot Integration
- The next big thing in WhatsApp Business Automation
- Five Benefits of Yellow Messenger Conversational Ads Platform
- WhatsApp Business Notification Guide