How to collect WhatsApp opt-ins that actually protect you

Practical ways to collect WhatsApp marketing opt-in, what counts as valid consent, and what records to keep.

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1. Make Consent Explicit

Meta requires active, explicit opt-in. A pre-checked box at checkout is not enough. The user must actively check a box or enter their number specifically requesting WhatsApp updates.

2. Be Clear About What You Will Send

Tell the user exactly what they are signing up for. 'Check here for shipping updates and weekly offers on WhatsApp' is compliant. Vague terms lead to high block rates later.

3. Maintain a Paper Trail

Always store the date, time, and source of the opt-in in your CRM or database. If Meta ever audits your account due to high report rates, you will need this data to prove compliance.