Meta opt-in requirements
Meta requires that every WhatsApp Business message recipient has provided opt-in via: SMS, web form, in-app, WhatsApp link (wa.me), QR code scan, or verbally with documented recording.
Implicit opt-in (e.g., providing a phone number at checkout without a WhatsApp checkbox) does not satisfy Meta requirements for proactive communications.
Double opt-in: when to use it
Double opt-in is a two-phase process: the customer first provides consent on a form, then receives a WhatsApp confirmation message that they must explicitly accept. It guarantees valid numbers active on WhatsApp and reduces block rates.
Opt-in flow for different channels
For website: checkbox in form. For mobile app: WhatsApp permission dialog during onboarding. For physical point of sale: QR code with opt-in form link. For phone: standardized script for verbal consent collection.
Consent management and revocation
Implement a centralized system to manage each contact's opt-in status. Chat API, integrated with your CRM, allows syncing consent status and automatically blocking sends to those who have revoked.
Consent revocation must be possible at any time and without friction. Process the revocation within 24 hours of receipt.
