Use the opt-in webform to collect user consent

Neelke Stadler Updated by Neelke Stadler

It is up to you to decide which option makes the most sense to your use case and users. This article shows you how to use the opt-in webform, but you can also use automation or soon use threads.

Get opt-in using the webform

With Turn.io, it’s easy to generate a unique opt-in link for your users that takes them to a simple web form via WhatsApp. Once the user has confirmed that they’d like to receive messages from you, the conversation can simply continue in WhatsApp. 

The flow of this process looks like this:

  1. Your user sees a message in WhatsApp asking them if they want to receive updates from you. If they do, they need to click on a link you share.
  2. When they click the link, it opens up an opt-in page, telling them what they can expect when opting-in to your service.
  3. If the user clicks “confirm”, they’ll be directed back to WhatsApp and a message will be sent to them confirming that they’ve opted in. The conversation can now continue.

Create an opt-in form in Turn.io

Watch the video below to see how you can create this opt-in form in Turn.io:

The steps are as follows:

  1. Step 1: Log in to your Turn.io account and navigate to the “Content” tab on the left-hand side.
  2. Step 2: Right next to the “Add content” button top right, you’ll notice a downward arrow. Click on this. Now click on “opt-in question”.
  3. Step 3: A content box will appear. Here you can select your language, add a title, and add the opt-in message you’d like to send to your users. You can also add an attachment.Note that a unique opt-in link will automatically be generated for each user. This will pull in right below your text message in WhatsApp.
  4. Step 4: Choose or select a label (it would make sense to use an “opt-in” label for this one).
  5. Step 5: In the field below the label, you must add information to explain what your users are opting into. This is still a requirement from WhatsApp.
  6. Step 6: Click “Add”.

Send the opt-in form in a conversation

When you now navigate to your user’s profile in the “Dashboard” section, you’ll be able to nudge your users to opt-in by sharing the opt-in message you’ve just created in a conversation thread. You can find your opt-in message by using the search bar that sits right next to the “reply” field.

You can also use the opt-in form in an automation that, for example, gets triggered by the word "subscribe". This video shows you what the experience will look like from a user perspective.

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