CONSENT GUIDE
How to get and record WhatsApp consent.
Opt-in wording you can use at every touchpoint, what to record, and the mistakes that get businesses into trouble.
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Illustrative example. Names and details are made up.
THE STANDARD
What good opt-in looks like.
- It’s a clear, active choice: an unticked box, a reply or a spoken yes.
- It names your business and says WhatsApp.
- It says what they’ll get: offers, updates, reminders.
- It tells them how to stop.
- It’s separate from agreeing to your terms or completing a purchase.
Meta requires opt-in that confirms the person wants to receive messages from your business. Laws in most markets add requirements about how and when you can market.
EXAMPLES
Wording you can use.
PROOF
What to record.
| Record | Detail |
|---|---|
| Who | Phone number and name. |
| When | Date and time of the opt-in. |
| How | The form, page, checkout, staff member or keyword. |
| What they saw | The exact wording, or a screenshot of the form. |
| What for | Marketing, updates, or both. |
| Changes | Opt-outs and re-opt-ins, with dates. |
In Australia, the sender must be able to prove consent under the Spam Act. Keep records for as long as you message the person, and for a period afterwards.
IN CONVOHUT
Using consent in ConvoHut.
- 01
Add a Consent column to your sheet (for example Yes, date and source), or import contacts with their consent status.
- 02
Only include opted-in contacts in marketing campaigns and journeys.
- 03
ConvoHut shows each contact’s consent status in the inbox and checks consent requirements per market before launch.
- 04
When someone replies STOP, ConvoHut stops their journeys and excludes them from future marketing.
AVOID
Mistakes to avoid.
- Pre-ticked boxes, or consent hidden in terms and conditions.
- Treating a purchase as consent to marketing everywhere.
- Messaging old lists collected for email or SMS without WhatsApp consent.
- Buying, renting or scraping numbers. Harvested lists are illegal in Australia and Singapore, bought lists almost never carry valid WhatsApp consent, and both break Meta’s policy.
- Putting promotions in utility messages to avoid consent rules.
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