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Lesson 3 of 6 · 20 min

WhatsApp Opt In Rules for Business: How to Get Permission

Why permission matters and practical ways to earn it.

In this lesson1. What the policy expects2. Ways to earn opt in3. Record and respect it4. What not to do

What the policy expects

WhatsApp's Business Messaging Policy requires that businesses only message people who have given their mobile number and agreed to be contacted on WhatsApp. People who receive unwanted messages can block or report the business, and high rates of blocks and reports can lead to limits on the account. Permission is therefore both a rule and a practical need.

Ways to earn opt in

Make it easy and honest. Explain what people will receive and how often.

  • A checkbox at checkout: 'Send me order updates and offers on WhatsApp'
  • A click to chat button on your website or Instagram, where the customer messages first
  • A QR code at your counter or on packaging
  • Asking on a call: 'Can I send the details on WhatsApp?' and noting the yes
  • A form for an event or free guide that clearly mentions WhatsApp

Record and respect it

Store when and how each person opted in, especially if you use the Platform or a CRM. Give people an easy way to stop, such as replying STOP, and honour it immediately. India's DPDP Act also expects you to use personal data only for the purpose you collected it for and to respect withdrawal of consent, so a clean consent record helps on both fronts.

What not to do

Do not buy number lists, scrape numbers from directories or add people to groups without asking. Do not treat a business card exchange as permission for marketing broadcasts. These shortcuts lead to blocks, reports and a damaged brand.

Key takeaways
  • Message only people who agreed to hear from you on WhatsApp
  • Earn opt in at checkout, on your site, in store and on calls
  • Record consent and make stopping easy
  • Never buy or scrape numbers
Try it

List every place customers could opt in to WhatsApp messages from you. Add clear opt in wording to two of them this week and decide where you will record consent.

Check your understanding

1. Who can a business message on WhatsApp under the policy?

2. Which is a valid way to earn opt in?

3. What should you do when someone replies STOP?

← PreviousSet Up a WhatsApp Business Profile, Catalog, Quick Replies and LabelsNext lesson →WhatsApp Broadcast Lists, Message Templates and the 24 Hour Window
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Practise this lesson

Templates from our playbooks

Copy ready templates with when to use each one and why it works.

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