Opt-in and opt-out
Handling WhatsApp opt-ins and opt-outs is crucial as WhatsApp monitors your phone number quality rating, and low ratings may result in your message limits being reduced. One way to ensure a high-quality rating is to prevent users from blocking or reporting your business. This can be done by providing high-quality messaging (i.e., value to your users), controlling message frequency, and allowing customers to opt-out of receiving future communications.
Opt-ins can come from external sources or from Braze methods such as SMS or in-app and in-browser messages. Opt-outs can be dealt with using keywords set in Braze and WhatsApp marketing buttons. Reference the following methods for guidance on setting up opt-ins and opt-outs.
- External to Braze opt-in methods
- Braze-powered opt-in methods
Set up opt-ins for your Braze WhatsApp channel
For WhatsApp opt-ins, you must comply with WhatsApp’s requirements. You will also need to provide Braze with the following information:
external_id, a phone number, and an updated subscription status for every user. This can be done by using the SDK or through the
/users/trackendpoint to update the phone number and subscription status.
External to Braze opt-in methods
Your app or website (account registration, checkout page, account settings, credit card terminal) to Braze.
Wherever you already have marketing consent for email or texting, include an additional section for WhatsApp. After a user opts-in, they need an
external_id, a phone number, and updated subscription status. To do this, depending on how your install of Braze is set up, either leverage the
/subscription/status/set endpoint or use the SDK.
Externally built opt-in list
If you have used WhatsApp previously, you may have already built a user list with opt-ins per the WhatsApp requirements. In this case, upload a CSV or use the API with the following information into Braze.
Outbound message in customer support WhatsApp channel
In your customer support channel, follow up on resolved issues with an automatic message asking if they want to opt-in to marketing messaging. The functionality here depends on the feature availability in your customer support tool of choice and where you keep user information.
- Provide a message link from your WhatsApp Business phone number.
- Provide quick reply actions where the customer replies “Yes” to indicate opt-in
- Set up custom keyword trigger.
- For either of those ideas, you will probably need to finish the path with the following:
Inbound WhatsApp message
Have customers send an inbound message to the WhatsApp number.
This can be set up as a Canvas or a campaign, depending on whether you’d like the user to receive a confirmation message on the new channel.
- Create a campaign with the action-based delivery trigger of an inbound message.
- Create a webhook campaign. For an example webhook, see Subscription groups.
Note that you can build a URL or QR code to join a WhatsApp channel from within the WhatsApp manager under Phone Number > Message Links.
Braze-powered opt-in methods
In Canvas, set up a campaign that asks customers if they want to opt-in to receiving WhatsApp messages by using one of the following methods:
- Customer segment: subscribed marketing group outside of the US
- Custom keyword trigger setup
Learn about updating the subscription status of user profiles by viewing Subscription groups.
In-app or in-browser message
Create an in-app message or in-browser pop-up prompting customers to opt-in to WhatsApp usage.
Set up opt-outs for your Braze WhatsApp channel
General opt-out keywords
You can set up a campaign or Canvas that allows users who message in particular words to opt-out of future messaging. Canvases can be especially beneficial as they allow you to include a follow-up message that confirms the successful opt-out.
Step 1: Create a Canvas with a trigger of “Inbound WhatsApp Message”
When selecting keyword triggers, include words like “Stop” or “No Message”. If you choose this method, ensure your customers know your opt-out words. For example, after receiving the initial opt-in, include a follow-up response like “To opt-out of these messages, message “Stop” at any time.”
Step 2: Update the user’s profile
Update the user’s profile by using one of the methods described in Subscription groups.
Marketing opt-out selection
Within the WhatsApp message template creator, you can include the “marketing opt-out” option. Any time you include this, ensure the template is used in a Canvas with a subsequent step for a subscription group change.
- Create a message template with the “marketing opt-out” quick reply.
- Create a Canvas that uses this message template.
- Follow the steps in the preceding example but with the trigger text “STOP PROMOTIONS”.
- Update the user’s subscription status by using one of the methods described in Subscription groups.