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How to collect WhatsApp opt-in from customers
Messaging customers who haven't agreed to hear from you risks complaints, blocks and lower quality ratings for your number. Collecting clear opt-in protects your account and improves results.
Where to collect opt-in
| Place | How |
|---|---|
| Website enquiry form | A checkbox with clear wording |
| Checkout | An option to receive order updates on WhatsApp |
| In-store or clinic | Ask at billing or registration; record in your system |
| Click-to-WhatsApp ads | The customer starts the chat; confirm preferences in the first reply |
| QR codes | Customer scans and sends a message to start |
Wording examples
☐ Send me order updates and offers from [Business] on WhatsApp. I can opt out anytime.
☐ I agree to receive appointment reminders on WhatsApp at this number.
Separate transactional updates from marketing where possible, so customers can choose.
Record it
Store the date, source and what the customer agreed to, in your CRM or customer list.
Make opting out easy
Honour "STOP" or similar replies quickly, and remove the contact from marketing lists.
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