In a world where customers are just a tap away from their favourite brands, the dynamics of customer engagement have radically evolved. Messaging apps, particularly WhatsApp, have surged in popularity as the go-to channel for businesses to connect with their customers. According to AdWeek, a staggering 68% of customers find messaging the most convenient way to reach out to a business. No wonder platforms like WhatsApp is becoming pivotal in shaping the modern customer journey.

But here's the catch: you can't just start sending messages to your customers on WhatsApp. That's where the all-important concept of "WhatsApp Opt-in" comes into play.

Meta, the tech giant behind WhatsApp, has laid down strict guidelines to ensure that businesses are engaging only with customers who *actually* want to receive updates. Why? Because it's not just about sending messages; it's about sending messages that people *want* to receive. This sets the stage for more meaningful, value-driven interactions between businesses and their customers.

So, whether you're a medium-sized business looking to integrate with solutions like WhatsApp Business API, or a large enterprise aiming to supercharge your customer engagement, the first essential step is getting those crucial opt-ins.

Confused? Intrigued? Either way, don't fret. By the end of this master guide, you'll know exactly how to not just understand but also master the art of securing WhatsApp opt-ins from your users. We'll dive deep into what an opt-in really is, why it's non-negotiable, and how to successfully secure them through a myriad of strategies, best practices, and real-world examples.

Ready? Let's unravel the mystery of WhatsApp Opt-ins.

5 Easy Ways to Collect WhatsApp Opt-ins from Customers

1. Ask Customers to Opt-In When They Contact You

Capitalize on existing conversations with customers by directly asking them to opt-in for WhatsApp notifications. It can be as simple as asking for their consent to continue the discussion or send updates via WhatsApp, thereby making the process seamless and non-intrusive.

2. Leverage Your Website

  • Homepage Pop-ups

Promote your WhatsApp channel through pop-ups on your homepage. It's an easy way for both new and returning customers to switch to a faster support channel.

  • Landing Pages

Create a dedicated landing page to offer more details about your WhatsApp services. Users can opt-in by providing their numbers and clicking on a CTA, which redirects them to a thank-you page.

  • Contact Us Section

Incorporate a WhatsApp opt-in option in your "Contact Us" section. This not only eases customer support but also eliminates extra steps in the sales funnel.

3. Utilize Third-Party Channels

  • SMS

Use SMS marketing to notify customers of your new WhatsApp channel. Attach a link for easy one-step opt-in.

  • Email

Send a comprehensive pitch through emails, detailing the advantages of WhatsApp as a customer communication channel.

  • Social Media

Pin your WhatsApp availability at the top of your social media feeds and run campaigns that drive users directly to your WhatsApp.

4. Integrate into Existing Process Flows

Whether it's during an online booking, purchase, or service registration, offering an in-the-flow WhatsApp opt-in can significantly boost your opt-in rates.

5. Update Your Customer Contact Preferences

Many businesses offer customers a "preferred mode" of communication. Simply add WhatsApp to that list to increase the chances of opt-in.

Optimizing User Journey for Opt-Ins

Navigating the maze of customer engagement can be tricky, but when it comes to increasing WhatsApp opt-ins, the devil is in the details. The user journey can significantly influence opt-in rates, making it vital to get the timing, placements, and incentives just right. Here's a deep dive into these critical elements.

Timing: The Clock is Ticking

It's not just about what you say, but also when you say it. Imagine pitching a 'Join our WhatsApp list for exclusive deals' immediately after someone has made a purchase. They're already feeling good about buying, making them more likely to agree to further engagement. Conversely, bombarding users with opt-in requests as soon as they land on your homepage might overwhelm them.

  • Best Practice: Look for 'Happy Moments' within the user journey. It could be after making a purchase, completing a level in your app, or even reading a blog post that solved a problem for them. Leverage these moments for your opt-in messages.

Placements: Location, Location, Location

The real estate on your website or app is valuable, so be strategic about where you place your opt-in offers.

  • Website: Consider implementing a subtle yet noticeable pop-up on your homepage or a dedicated opt-in tab in the menu.
  • App: If you have a mobile app, leverage the user's journey within the app to introduce opt-in options. This could be at the end of the checkout process or even within the 'Profile' or 'Settings' sections.
  • In-Store: For brick-and-mortar locations, consider QR codes at the checkout counter or printed on receipts to facilitate quick and easy opt-ins.
  • Best Practice: Test different placements to see what garners the best results. The aim is to integrate the opt-in options seamlessly without obstructing the user journey.

Incentives: The Cherry on Top

Human psychology is funny; we're more likely to do something if there's something in it for us. Therefore, incentives can play a huge role in boosting opt-ins.

  • Exclusive Offers: Give your customers a reason they can't resist—like an immediate 10% discount on signing up.
  • Early Access: Make them feel like part of an exclusive club with early access to new products or sales.
  • Freebies: Everyone loves free stuff. Offer a free eBook, sample, or even shipping for new opt-ins.
  • Best Practice: Make sure to advertise these incentives clearly in your opt-in messages to entice users to click 'Yes.'

Bonus Tip: A/B Testing

Never underestimate the power of A/B testing. Try different timings, placements, and incentives to see what works best. Collect data and continually optimize based on what you learn.

By carefully strategizing these elements, you can ensure that your opt-in process is not just an afterthought, but a core part of your customer engagement plan. When done right, the user journey for opt-ins can be an experience that benefits both the customer and your business, leading to long-term engagement and brand loyalty.

Best Practices to Follow

In the realm of digital customer engagement, WhatsApp opt-ins are your golden ticket to a more meaningful and personalized communication strategy. But like all golden tickets, they come with their own set of guidelines and rules. Here's a rundown of the best practices to ensure that you're not only attracting interested customers but also nurturing them ethically and effectively:

Make it Optional, Always

First and foremost, remember that opt-ins are not a mandatory condition for any purchase or interaction with your business. Customers must always have the freedom to opt-in or opt-out whenever they wish. The freedom to make this choice is fundamental to a respectful and transparent business-customer relationship.

Spell Out the Value Proposition

Before asking for an opt-in, articulate clearly why it's beneficial for the customer to receive messages from you on WhatsApp. Whether it's exclusive offers, instant support, or timely updates, make sure your customer knows what's in it for them.

Streamlined Opt-In and Opt-Out Flows

Keep your opt-in and opt-out processes intuitive and straightforward. Confusing or complicated instructions will only deter people from opting in or out, affecting your reputation and perhaps even leading to penalties.

Transparency is Key

When you ask for opt-ins, specify your business name to ensure customers know who they are opting to receive messages from. Transparency builds trust, an essential component of any business-customer relationship.

Message Types and Clarity

Clearly list out the different types of messages customers can expect to receive when they opt-in. This could range from order updates to newsletters or promotions. Moreover, give them the power to choose the kind of messages they'd like to receive. For example, if a customer only wants to receive order updates, then that's all they should get.

Quality Over Quantity

Monitor the quality ratings of your opt-in methods. If you notice a decline in your ratings, consider it a red flag that customers are not understanding what they're signing up for. Use this feedback to simplify language or adjust the design to make the opt-in request more clear.

No Spam Zone

Never view opt-ins as a license to spam. Overwhelming your customers with unnecessary messages is not only bad practice, but it can also lead to penalties or account suspension from WhatsApp.

By adhering to these best practices, you’re setting a standard of respect and customer-centricity, ensuring that your WhatsApp engagements are not just effective but also ethical.

Getting started with the WhatsApp Business API

​After diving deep into the nitty-gritty of WhatsApp opt-ins, you're probably eager to take the next step in leveraging WhatsApp for business. And that's exactly where DoubleTick, our flagship product, comes into play. It's not just a tool; it's WhatsApp 3.0 designed to turbocharge your sales and marketing activities.

The Power of DoubleTick

You might wonder, "Why DoubleTick?" The answer is simple. DoubleTick is an all-in-one, mobile-first solution crafted to empower your team to achieve more in less time. Our platform combines the might of CRM and MarCom tools, bringing you features like:

  • Unlimited WhatsApp Broadcasts: Reach out to saved and unsaved contacts in bulk, without fear of getting blocked.
  • Dynamic Catalogue Sharing: Automate your marketing through scheduled broadcasts and real-time, detailed analytics reports.
  • AI-Powered Commerce BOT: From automated catalogue sharing to order booking, our advanced chatbot does it all.
  • Third-Party Integrations: Seamlessly integrate your favorite tools like Zapier, Google Sheets, WooCommerce, and Shopify with just a few clicks.
  • 24/7 Customer Support: We're always there for you, whether it's through call, WhatsApp, or email.

And the best part? We offer a FREE DEMO account so you can experience the magic of DoubleTick before you commit. Simply download the app from the Play Store and App Store and get started.

Read more about DoubleTick here -   What is DoubleTick and How This Could Be Your Greatest WhatsApp Marketing and Sales Tool

How to Get Started with DoubleTick

You can acquire WhatsApp Business API in two ways: direct sign-up from Meta or through a solution provider like us.

Directly from Meta: 

While it’s possible to apply directly, this route can be labor-intensive and technically daunting, especially if you're a mid-scale company without a dedicated developer team.

Through DoubleTick

We make the process efficient and straightforward, getting you approved and set up within two to three days. Plus, we also help you get the official Green Tick badge on your WhatsApp Business API account, further establishing your business credibility.

Make the Smart Choice

So, why would you wander in the labyrinth of complicated setups when DoubleTick can roll out the red carpet for you? With our easy-to-use, intuitive interface and unparalleled feature set, the possibilities to scale your business are truly endless.

If you’ve been attentive to this guide, you now know the importance of opt-ins and user engagement. With DoubleTick, you can bring all that knowledge into effective action.

Eager to elevate your business to new heights? Your journey starts with DoubleTick. Download the app now and experience the transformative power of our WhatsApp Business API solution.

Looking to get WhatsApp Business API for FREE?
CLICK HERE to know how to get WhatsApp Business API for Free

Wrapping Up

​Ready to transform your opt-in rates and get results that truly matter? Don't waste another second. With DoubleTick's premium features and seamless integration, your business is just a click away from levelling up. Time to go from optional to essential. Onwards and upwards! 🚀

Frequently Asked Questions:

Question: What is WhatsApp Opt-in?

Answer: WhatsApp Opt-in is a consent given by the customer to receive messages from your brand on WhatsApp.

Question: Is WhatsApp Opt-in necessary?

Answer: Yes, it is necessary for complying with GDPR and WhatsApp’s policy.

Question: What happens if you send messages without collecting opt-ins?

Answer: Your brand’s WhatsApp Business license can be revoked, and you risk being blocked from re-registering.

Question: Can I send messages to my customers without WhatsApp opt-in? Is there some workaround?

Answer: No, you cannot send a message to the customer unless they have opted-in. WhatsApp is GDPR compliant. And remember, DoubleTick is there to help you streamline this opt-in process effortlessly.

Question: What happens if I send messages without WhatsApp Business Opt-in?

Answer: WhatsApp Business reserves the right to revoke your brand’s license and registration. Also, your message will fail with a “User not opted in” response. It could be tricky to apply for re-registration later.

Question: How does WhatsApp check whether I have taken opt-in before sending notifications?

Answer: WhatsApp will routinely check a business’s opt-in flows and monitor quality signals in your account. This is to ensure you're following best practices.

Question: What if the customer messages my brand’s WhatsApp Number?

Answer: This initiates an “issue resolution” scenario. You have a 24-hour window to reply to the customer. DoubleTick’s advanced chatbot can also assist in providing quick responses.

Question: Is it considered WhatsApp opt-in if the customer messages my brand first?

Answer: No, this is not considered an opt-in. You can only send "issue-resolution" type notifications within a 24-hour window.

Question: What is the WhatsApp issue resolution type template?

Answer: It allows you to respond to questions, concerns, or feedback from customers about your business.

Question: Can I get WhatsApp opt-in from my customer on offline paper forms?

Answer: Yes, but you have to follow the same guidelines such as using a checkbox for WhatsApp opt-in.

Question: Can I do an IVR Blast or call my customer to get a WhatsApp opt-in?

Answer: Yes, recent updates have relaxed these guidelines and opt-in can be obtained through IVR. Perfect if you're using DoubleTick's versatile platform.

Question: If a user messages me on WhatsApp, can I ask them on WhatsApp if they are willing to receive notifications on WhatsApp?

Answer: Yes, under revised guidelines, you can ask for opt-in through WhatsApp.

Question: Should the brand maintain the database of WhatsApp opt-ins?

Answer: The brand must maintain its own database.

Question: What are the ways you can get user's consent for WhatsApp interaction?

Answer: SMS blast, email blast, missed call, IVR, physical forms, QR codes, POS system, web pages, form submissions, and pop-ups are some of the ways.

Question: If a customer lands on WhatsApp through Click to WhatsApp Ads on Facebook, is it considered Opt-in?

Answer: Yes, if they click on 'Send Message', it's considered as an opt-in.

Question: Can we create similar Ads on other platforms such as LinkedIn and Google Ads?

Answer: Yes, you can have Ads on these platforms asking for opt-in, which can then redirect customers to WhatsApp.