WhatsApp marketing opt‑in: how to build a list you’re allowed to message

What counts as an opt‑in

Meta’s business policies require that a person agrees to receive messages from your business on WhatsApp before you send them a marketing template. The agreement must be clear about who will message them and on which channel. Acceptable ways to collect it include a tick‑box on a web form, a keyword the customer sends you (“Reply YES for offers”), a sign‑up at the counter or on a QR form, and a clear question inside an existing WhatsApp conversation. A purchased list is never an opt‑in. A phone number someone gave you for a delivery is not an opt‑in for offers.

Why this matters more on WhatsApp than on email

Every customer can tap Block or Report on your message. Meta turns those signals into a quality rating (green, yellow, red) for your number. A falling rating reduces your messaging limit — how many unique customers you may message with templates in 24 hours — and persistent red can pause marketing entirely. Unlike email, the penalty for a bad list arrives within days.

Quality rating and messaging limits (as of October 2026)

• New numbers start with a modest daily limit of unique business‑initiated conversations; the limit rises automatically as you send good‑quality volume and stays below the next tier otherwise.
• Quality is judged on blocks, reports and how customers respond in the last seven days.
• Rating and limits are visible in Meta’s WhatsApp Manager; iChatUp shows the number’s health on your dashboard and paces broadcasts so you never slam the limit.

Exact tiers change; read the current values on Meta’s help pages.

Handling STOP the right way

Every marketing template should carry a footer such as “Reply STOP to opt out”. When a customer replies STOP (or unsubscribe, or opt out), they must be removed from all future marketing — immediately, without a human having to notice. iChatUp does this automatically: the contact is marked opted out, a confirmation is sent, and the contact is excluded from broadcasts and follow‑ups until they reply START.

Checklist before your first broadcast

1. Everyone on the list opted in, and you can say how and when.
2. The template is approved and in the right category.
3. The message is personal (name, relevant item) and has one clear action.
4. Footer says how to opt out; opt‑outs are automated.
5. Send a test to yourself first; check the preview on a phone.
6. Start with a small segment (recent customers), watch replies and blocks, then widen.
7. Someone is ready to answer replies — a broadcast that ignores answers is worse than none. An AI employee on the same number handles this for you.

What iChatUp does for you

Opt‑in keywords and QR forms to collect consent, a consent field on every contact, automatic STOP/START handling with a suppression list, per‑recipient delivery, read and reply tracking, spending limits per broadcast, pacing within Meta’s limits, and the AI employee answering every reply so a campaign becomes conversations instead of a one‑way blast.