Opt-in Compliance

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Understanding Opt-in Requirements

WhatsApp requires explicit user consent before sending business messages. This is a critical compliance requirement to prevent spam and protect user privacy.

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Required Opt-in Practices

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Obtaining Consent

• Explicit Permission: Users must explicitly opt-in to receive messages
• Clear Language: Clearly state what types of messages will be sent
• Business Identity: Clearly identify your business in the opt-in request
• Frequency: Inform users about message frequency expectations

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Documentation

• Record Keeping: Maintain records of all opt-ins
• Timestamp: Record when consent was given
• Method: Document how consent was obtained

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Prohibited Practices

• Pre-ticked Boxes: Never use pre-selected opt-in checkboxes
• Bundled Consent: Don’t bundle WhatsApp consent with other terms
• Conditional Access: Don’t make services conditional on WhatsApp opt-in

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Managing Opt-outs

• Unsubscribe Option: Always include an easy way to opt-out
• Immediate Processing: Process opt-out requests immediately
• No Re-engagement: Don’t attempt to re-engage users who have opted out

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Best Practices

• Double Opt-in: Consider using a two-step verification process
• Regular Audits: Periodically review your opt-in processes
• Training: Ensure staff understand compliance requirements

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Next Steps

• Review WhatsApp Prerequisites
• Set up your opt-in collection process
• Document your compliance procedures