Marketing opt-in on contact creation

Managing Marketing Opt-In During Contact Creation in WooChat

WooChat offers various methods to manage marketing opt-ins effectively during the contact creation process. Here’s a breakdown of how marketing opt-ins are handled across different scenarios:

1. Single Contact Creation in the Contact Module

• Process: When creating a new contact manually in the contact module, you'll encounter a field specifically for marketing opt-in.

• Opt-In Settings:

  • Set the opt-in field to YES if the customer has given consent. This allows you to send marketing templates to them.

  • Set the opt-in field to NO if consent hasn’t been received. WooChat will automatically skip sending marketing messages to this contact and will issue a warning if you attempt to send marketing content.

2. Single Contact Creation in the Conversations Module

• Process: When a contact is created through the conversations module (e.g., during a chat), the marketing opt-in is set to YES by default.

• Adjusting Opt-In:

  • The opt-in status can be easily modified by clicking on the opt-in option displayed on the right side of the screen. Change it to NO if the customer hasn’t opted in.

3. Contact Creation Upon Receiving an Incoming Message

• Process: WooChat automatically creates a contact when a new incoming message is received.

• Opt-In Settings:

  • The marketing opt-in is set to YES by default during this automatic creation.

4. Bulk Contact Import

• Simple Import:

  • During the bulk import of contacts, you can import basic details like Name, Email, Phone Number, and Tags.

  • A dropdown menu allows you to set the marketing opt-in for all imported contacts to either YES or NO.

  • The selected dropdown value only applies to new contacts, without overriding the opt-in status of existing contacts.

• Advanced Import:

  • You can specify the marketing opt-in status for each contact individually by marking TRUE for "YES" and FALSE for "NO" in the Excel sheet.

  • The dropdown value is considered for new contacts only, while the specific values in the sheet will apply to both new and existing contacts, potentially overwriting existing opt-ins.

5. Creating Contacts Through an Excel Sheet in the Broadcast Module

• Process: Bulk import contacts by uploading an Excel sheet containing Names and Phone Numbers.

• Opt-In Settings:

  • Choose the marketing opt-in status (YES or NO) from the dropdown during the upload.

  • The dropdown value applies only to new contacts, leaving existing contacts’ opt-in status unchanged.

6. Contact Creation Through Integration and Webhook

• Process: When a message is sent to a new contact via integration or webhook, WooChat automatically creates a contact.

• Opt-In Settings:

  • The marketing opt-in is automatically set to YES during the contact creation process.

7. Contact Creation via API

• Process: When creating a contact via API, you have control over the marketing opt-in status.

• Opt-In Settings:

  • You can explicitly set the opt-in status to YES or NO.

  • If no value is provided, WooChat defaults the marketing opt-in to YES.

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By understanding and utilizing these various methods for managing marketing opt-ins, you can ensure that your contact creation process aligns with customer preferences and legal requirements, thereby optimizing your marketing efforts.