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WhatsApp Subscription Management
Maintain a consistent and compliant WhatsApp consent state across user attributes and events.
Goals
Improve deliverability and engagement
Gain a unified view of the customer
Industries
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Description
This use case ensures reliable WhatsApp consent management by keeping subscription attributes and events fully synchronized. By automatically aligning consent and unsubscribe states, teams can prevent messaging errors and maintain compliance with communication preferences. The automation creates clear audit events for every consent change, improving transparency across systems. This approach lays a solid foundation for scalable WhatsApp communication and integrations with external platforms.
Implementation Effort
Impact on a goal
Assets
No items found.
Outcome
Improved WhatsApp deliverability
Reduced risk of sending messages without consent
Clear visibility into consent changes
Detail user scenario
The scenario listens for changes in WhatsApp consent and unsubscribe attributes and enforces a single source of truth. When consent is granted, the system re-subscribes the user and records the change as an event. When a user unsubscribes or withdraws consent, the system updates related attributes and logs dedicated unsubscribe and consent-change events. This logic ensures consistent data across automations, campaigns, and external integrations.
Step-by-step
1
WhatsApp consent granted:
When the user’s Consent WhatsApp attribute changes to TRUE, the system automatically sets Unsubscribed from WhatsApp to FALSE. At the same time, it creates an event Consent WhatsApp change with the value TRUE to track the update
2
Manual WhatsApp unsubscribe:
When the Unsubscribed from WhatsApp attribute changes to TRUE, the system immediately switches Consent WhatsApp to FALSE, ensuring both attributes remain aligned
3
WhatsApp consent withdrawn:
When the Consent WhatsApp attribute changes to FALSE, the system creates a WhatsApp unsubscribe event and a Consent WhatsApp change event with the value FALSE. This provides full visibility into opt-out behavior and supports compliance reporting
4
System extensibility and integrations:
The automation can be extended with API Call modules to notify external systems about consent changes, ensuring consistency across CRMs, CDPs, and messaging providers
Detail user scenario
Step-by-step
1
WhatsApp consent granted:
When the user’s Consent WhatsApp attribute changes to TRUE, the system automatically sets Unsubscribed from WhatsApp to FALSE. At the same time, it creates an event Consent WhatsApp change with the value TRUE to track the update
2
Manual WhatsApp unsubscribe:
When the Unsubscribed from WhatsApp attribute changes to TRUE, the system immediately switches Consent WhatsApp to FALSE, ensuring both attributes remain aligned
3
WhatsApp consent withdrawn:
When the Consent WhatsApp attribute changes to FALSE, the system creates a WhatsApp unsubscribe event and a Consent WhatsApp change event with the value FALSE. This provides full visibility into opt-out behavior and supports compliance reporting
4
System extensibility and integrations:
The automation can be extended with API Call modules to notify external systems about consent changes, ensuring consistency across CRMs, CDPs, and messaging providers
How to implement it?
Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:
Used Modules
Pop-Ups
Collect information from your visitors and navigate them on the website.
SMS Messages
Automate SMS delivery based on user actions or specific conditions.
Push Notifications
Delivers personalized notifications to users of your website (webpush) or app (mobile push).
Contact attribute is a named data field that describes a specific property of a contact stored on its profile and used for segmentation, personalization, reporting, and automation.
Attribute name
Attribute type
Unsubscribed from WhatsApp
(standard) boolean
Consent WhatsApp
(custom) boolean
Events
An event is a custom piece of information about something your contact does.
Event name
Event attributes
WhatsApp subscription
(string) scenario
WhatsApp unsubscribe
Consent WhatsApp change
(boolean) value
No items found.
Join others who leveraged this use-Case
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Cheat Sheet
To bring your use-case to the next level check how you can use the following methods:
Send consent changes to external systems via API calls
Warning
Things to take into consideration when leveraging this use-case
Check the flow with your current setup of other systems and make sure it's relevant to your WhatsApp subscription management process
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