Workflow templates / Compliance
Ask for marketing opt-in
Customers opt in to offers before you market to them.
Works with: Any channel
How it works
- Someone messages you for the first time
- They are asked once to reply START to opt in. STOP opts out anytime
- A note reminds the team to market only after they opt in
Steps in the workflow: Trigger, Send message, Internal note.
Who it is for
Any brand sending promotions.
Good to know
- Where is consent recorded?
- START or JOIN is recorded on the contact's consent record.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.