Use automation to collect opt-in

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 collect and save consent using automation.

Step 1: You will need to guide your users and prompt them to opt in; for example you can have a specific welcome message when someone uses your service for the first time or add a prompt to your menu as shown below.

Step 2: Next you want to set up an automation based on the keyword/emoji you've given users.

In our menu example we guide users to reply with the keyword 'OPTIN' and set up an automation that will trigger when a message is received exactly matching 'OPTIN' or 'opt in'. This keyword will result in the user getting a message that clearly states what they are opting in for and asking them to confirm their consent.

Step 3: Next we set up another automation based on the confirmation prompt. This automation will have two actions.

  • Action 1: Update the contact profile and set the Opted In field as 'True'.
  • Action 2: Send the user a message to confirm the opt in and communicate how they can opt out.

Once a user have replied with 'CONFIRM' you will see the Opted In field for their contact profile change to 'Yes' in the conversation view.

Step 4: The final step is to make sure users have a simple way to opt out as well. In our example you will need to set up an automation based on the keyword 'STOP'. This automation will trigger two actions:

  • Action 1: Update the contact profile and set the Opted In field as 'False'.
  • Action 2: Send a message to the user to confirm that they have successfully opted out.

Once the user has confirmed that they’d like to receive messages from you, the conversation can simply continue in WhatsApp. 

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