Learn about customers while they're opting in – so you can send more relevant messages later on - by asking questions and storing the answer.

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Contents:

⬅️ Home

• Benchmarks
• Flow templates
• Advanced Journeys
• Inspiration
• Best practices

⬅️ Product guides

https://www.figma.com/embed?embed_host=notion&url=https%3A%2F%2Fwww.figma.com%2Ffile%2FIaxDY1ZQs1M2mzwdCA0Yn7%2FFlow-templates%3Ftype%3Ddesign%26node-id%3D14-1023%26mode%3Ddesign

<aside> 💡 Do you see a “Waiting for this message. This may take a while." message? Don’t forget to add a reminder to your first message. See more here: What does “Waiting for this message. This may take a while.” mean?

</aside>

Watch: how to set up an opt-in flow

Creating an opt-in flow.mp4

How-to set up an opt-in flow

1. Set a trigger keyword phrase (e.g. Hey! I want to subscribe to your WhatsApp channel 🙏) and copy the WA.ME link:

<aside> 💡 The WA.ME link you copied can be used anywhere to guide people into WhatsApp. Once tapped, clicked or scanned the trigger keyword phrase will be automatically pre-filled.

</aside>

1. Add a welcome message and ask to confirm the opt-in via reply buttons:

1. Set opt-in=YES by;

   1. Connecting the YES reply button to a Manage Subscriber node=Subscribe
   2. Select the correct opt-in

   

2. Set opt-in=NO by;

   1. Connecting the NO reply button to a Manage Subscriber node=Unsubscribe
   2. Select the correct opt-in

3. Add any additional questions

4. Store the responses using the Manage Tag node:

   

   <aside> 💡 Remember: adding Tags off of the additional questions will mean you can use this information to segment your audience in the future.

   </aside>

5. Publish 🚀

Problems publishing your flow?

<aside> ⚠️ If you don’t ask a question with two QRBs before collecting an opt-in, you cannot publish your flow as this would be a non-GDPR-compliant opt-in.

</aside>

To collect GDPR-compliant opt-ins, you need to always give your customers the option not to opt in. The best way to do this is to use a message node with two quick reply buttons (QRBs). After that message, you can then connect two opt-in nodes to the respective QRBs.

Where to use your WA.ME link

Here are just some ways charles’ clients are collecting WhatsApp subscribers using WA.ME links. Need more inspo? Check here Expert guides

See how our clients do it:

Bears with Benefits

Data collection resulting in direct product recommendation:

SNOCKS

Collecting demographic user data for more relevant messaging: