Marketing opt-in Handling Methods

Managing Marketing Opt-Ins When Sending Messages in WooChat

WooChat provides several methods to manage marketing opt-ins effectively, ensuring compliance and respecting customer preferences. Here's how marketing opt-ins are handled across different message-sending scenarios:

1. Compose Box in the Conversations Module

  • Notification of Opt-Out:

    • When attempting to send a message to a contact who has opted out of marketing (marked as NO), WooChat displays a notification alerting you.

    • This helps you easily identify contacts who have opted out.

    • If you attempt to send a marketing template to such a contact, WooChat will provide a warning to ensure you don’t miss this crucial information.

2. Broadcast

  • Opt-In Toggle:

    • When sending a marketing category template in a broadcast, there’s a toggle labeled "send message to contacts who opted-in for marketing."

    • This toggle is ON by default, sending messages only to contacts who have opted in.

    • Example: For 1000 contacts, if 10 have opted out, the broadcast will be sent to the remaining 990 contacts.

    • Toggle OFF Warning: If you toggle this option OFF, the message will be sent to all selected contacts, including those who opted out. However, a warning message will notify you that doing so might negatively impact your quality rating.

3. Sequence

  • Opt-In Management:

    • In sequences using marketing category templates, messages are sent only to contacts who have opted in for marketing.

    • If a contact with marketing opt-in set to NO enters the sequence, the message will fail for that contact, and the system will move the contact to the next step in the sequence.

4. API & Integrations

  • Failure Notification:

    • If a marketing template is sent to a contact with a marketing opt-in set to NO, the message will fail.

    • The failure, along with the reason, will be detailed in the report.

5. Incoming Conversations Handled by Bot

  • Opt-In Ignored:

    • During bot-initiated conversations, marketing opt-in is ignored.

    • If a marketing template is used in a bot flow, the message will be sent regardless of the contact’s opt-in status.


By understanding and following these guidelines, you can effectively manage marketing opt-ins, ensuring that your messages are sent to the right audience while maintaining compliance and protecting your quality rating.

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