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25 practical guides

Permission & opt-outs

Record real permission, process withdrawals and avoid repeatedly checking thousands of contacts by hand.

A useful starting point

Keep the decision, date, source and evidence together. Use a bulk record only when the same evidence actually covers the selected people.

01

Understand a WhatsApp permission record

Know what the record represents and what it cannot certify.

02

Record permission received from a customer

Store an agreement that already exists rather than creating it through a checkbox.

03

Record a withdrawal correctly

Make a customer's stop request visible to future outreach decisions.

04

Choose the correct permission decision

Prevent a reversed selection from making a confirmed customer appear withdrawn.

05

Write a useful permission source

Make the origin understandable to another authorised operator.

06

Add a permission evidence reference

Keep a findable reference without copying excessive personal information.

07

Use an accurate permission date

Record when the agreement or withdrawal happened rather than when a list was uploaded.

08

Update permission for a selected group

Use one bulk operation when the same evidence applies to every selected person.

09

Import permission alongside contact data

Preserve row-specific decisions and evidence during data preparation.

10

Handle contacts without permission evidence

Keep uncertain records visible without manufacturing an affirmative history.

11

Understand permission and campaign eligibility

Trace the connection between contact state and campaign selection.

12

Investigate an unconfirmed contact after an update

Check the actual stored decision before assuming the save failed.

13

Correct an incorrectly recorded decision

Repair the history with a truthful new record and an explanation.

14

Respect opt-outs received outside WhatsApp

Bring a relevant email, phone or support request into the workspace decision.

15

Separate service requests from promotional permission

Keep a requested transaction distinct from a broader marketing programme.

16

Prepare a permission collection message

Make the requested communication and customer choice understandable.

17

Use a permission collection link

Guide customers through the available collection route and inspect the resulting record.

18

Recheck permission before a new purpose

Review whether existing evidence covers the proposed change in communication.

19

Explain permission to a client team

Make the recordkeeping process practical without presenting it as a provider verification service.

20

Audit a sample of permission records

Check that stored decisions can be traced to real evidence.

21

Handle contradictory permission evidence

Resolve conflicting records with the customer's latest verified instruction in view.

22

Keep permission references private

Make evidence usable to authorised staff without publishing customer information.

23

Refresh permission changes across devices

Confirm that web and mobile are showing the latest saved state.

24

Handle a partially completed bulk update

Review protected or rejected records instead of assuming every selected contact changed.

25

Create a permission maintenance process

Make real customer choices part of routine contact management.

Relevant public sources

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