How to Collect WhatsApp Opt-Ins the Right Way

WhatsApp has become a vital messaging channel for modern business communication. With over 2 billion users globally, it is where many customers already are - and where they expect fast, convenient, and secure interactions. But before you can message them, you need one thing: opt-in permission.

In this guide, we explain how to properly collect WhatsApp Business API opt-ins in 2025 - ensuring compliance, better engagement, and long-term trust.

Opt-Ins Matter for WhatsApp Business API

To send proactive notifications via the WhatsApp Business API, your business must first receive explicit opt-in consent from the customer. This applies to template messages (e.g. appointment reminders, product updates, or shipping confirmations) that you initiate.

WhatsApp's opt-in requirements:

• Must clearly state the customer is opting in to receive messages via WhatsApp.

• Must include your business name.

• Must comply with all applicable data and privacy laws (e.g. GDPR, local DPA regulations).

7 Ways to Collect WhatsApp Opt-Ins

Whether online or offline, the key is to meet your customers where they are.

Here are the most effective opt-in methods:

1. In a WhatsApp Chat (Session-Initiated)

If a user contacts your business first on WhatsApp, you can ask for opt-in during that session. For example:

“Thanks for reaching out! Would you like to receive future updates and offers via WhatsApp?”

Confirm the customer agrees, document it, and ensure your message templates match the type of notifications promised.

2. Via Your Website

• Add a WhatsApp contact button or floating widget.

• Use a landing page with a form collecting explicit consent for WhatsApp messages.

• Embed a QR code that opens WhatsApp directly with your business.

“Yes, I agree to receive order updates and promotions via WhatsApp from [Brand Name].”

3. Using QR Codes

QR codes are versatile and can be added to:

• Posters, brochures, flyers

• Product packaging or delivery boxes

• Events or in-store displays

When scanned, customers are directed to a WhatsApp chat with your business where you can confirm opt-in.

4. Through SMS or Email

Send existing customers an SMS or email with a direct wa.me link or click-to-chat button:

“Want to receive your order updates via WhatsApp? Tap here to get started: [wa.me link]”

These third-party channels are great for migrating existing users to WhatsApp, especially if you have prior marketing consent.

5. From Paid Ads (Click-to-WhatsApp)

Use Meta platforms (Facebook, Instagram) to run ads that click directly to a WhatsApp chat. These work well for:

• Lead generation

• Customer service

• Promotional campaigns

Once a user interacts, you can ask for opt-in and start building the relationship.

6. Via Customer Service Agents

Encourage agents to:

• Offer WhatsApp as a channel during calls or support chats.

• Include a wa.me link in their email signatures.

• Mention WhatsApp during onboarding, sales, or renewals.

Example:

“Would you prefer future updates via WhatsApp? Just say yes and we’ll confirm.”

7. Offline Materials

Get creative with offline placements:

• Receipts or invoices

• Loyalty cards

• Event badges or posters

• Boarding passes, service tickets

Use a QR code or printed wa.me link to bring users into the WhatsApp conversation funnel.

Tips for a Great Opt-In Experience

1. Set clear expectations
   Tell users what kind of messages they’ll receive (e.g. shipping updates, limited-time offers).

2. Offer value
   Give a reason to opt in, such as faster support, exclusive offers, or early product access.

3. Make it easy to unsubscribe
   Let customers opt out at any time and honor requests immediately.

4. Stay relevant
   Only send what you promised and personalize where possible to boost engagement.

Use Cases for Opt-In Based Messaging

Before sending any business-initiated messages via WhatsApp, you need explicit customer opt-in. But what kinds of messages are allowed - and actually valuable? Below are the most common and effective use cases that drive engagement and build customer loyalty when done right:

• Order updates and delivery tracking
  Keep customers informed about their order status in real time.

• Appointment confirmations
  Send reminders or allow customers to reschedule directly in WhatsApp.

• Product restock alerts
  Notify users when popular or previously out-of-stock items are available again.

• Abandoned cart reminders
  Re-engage shoppers with personalized nudges to complete their purchase.

• Loyalty point updates
  Update customers about their reward status or new perks to encourage repeat purchases.

• Personalized promotional offers
  Deliver targeted deals based on past purchases or user behavior.

All of these message types require opt-in first - and when used properly, they lead to stronger engagement, increased satisfaction, and better conversion rates.

Ready to Start with WhatsApp Business API?

LINK Mobility is an official WhatsApp Business Solution Provider. We help businesses across industries activate WhatsApp messaging the right way - with compliant opt-in strategies, message templates, and integrations into your existing systems.