WhatsApp opt-in is a customer's permission to receive messages from your business on WhatsApp. Meta requires it before you send business-initiated messages such as offers or reminders. The opt-in should clearly name your business and say the customer will get messages on WhatsApp. The easiest ways to collect it are website forms with a WhatsApp checkbox, Click-to-WhatsApp ads, QR codes, checkout pages and inbound chats.
Before you send offers or reminders on WhatsApp, the customer must have agreed to hear from you. This permission is called opt-in. It protects customers from spam and protects your number from blocks and bans.
What counts as a valid opt-in
- The customer actively agrees, for example by ticking a box or sending you a message.
- It clearly says they will receive messages from your business name on WhatsApp.
- You keep a record of when and where they opted in.
- They can opt out at any time.
7 easy ways to collect opt-in
- Website forms. Add a checkbox: "Send me updates from [Business] on WhatsApp".
- WhatsApp chat button. Anyone who messages you first has started the conversation.
- Click-to-WhatsApp ads. People who tap your ad and send a message are ready to chat. See WhatsApp ads.
- QR codes at your shop counter, on packaging and on bills.
- Checkout pages with a WhatsApp updates option for order tracking.
- Meta Lead Forms with a WhatsApp consent question. See Meta Lead Forms.
- Missed call or IVR numbers that send a WhatsApp welcome message. See IVR.
Keep your list healthy
- Send a welcome message right after opt-in so they remember you.
- Tag each contact with where they opted in.
- Add a "Stop" quick reply to every marketing template.
- Remove contacts who never open or reply after a few months.
AiZapy saves the source and time of every opt-in in the CRM, so your list stays clean and compliant.



