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Understand the Opt Out Flow

Understand the Playbook flow of Opt Out and how to enable it in FlowHippo.

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An Opt-Out option allows customers to choose not to receive notifications from your Whatsapp API number. When a customer chooses to opt-out, an opt-out tag will automatically be added in your customer’s profile in the dashboard, indicating that they have opted out of receiving marketing messages. You will not be able to remove the tag after it has been added to the customer’s chat. Hence, notifications will not be sent to those customers who have opted out.

To use the opt-out feature, you will first need to create a template message with an opt-out link in Zoko dashboard. Refer to our article on Setting up Template with Opt Out options.

In this article, we cover the four parts of the opt-out flow that will help you better understand:

WHY SHOULD YOU USE THIS FLOW?

BENEFITS OF THIS FLOW

HOW DOES THIS FLOW WORK

HOW TO ENABLE THE FLOW 

WHY SHOULD YOU USE THIS FLOW?

By using the Opt Out flow, you ensure that you are in compliance with WhatsApp marketing regulations, which helps protect your reputation and avoid legal trouble. It also demonstrates that you respect your customers' preferences and privacy, which can build trust and loyalty.

→ It respects the customer's right to privacy: Allowing customers to opt out of marketing messages shows that the merchant respects their right to privacy and allows them to control the information they receive.

→ It can improve the customer experience: Customers may not want to receive marketing messages or may have signed up for a marketing list by mistake. Giving them the ability to opt out allows them to stop receiving these messages, which can improve their overall experience with the merchant.

→ It can help to maintain trust in the company: Giving customers the option to opt out of marketing messages can help to maintain trust in the company, as it demonstrates that the merchant values the customer's preferences and respects their privacy.

→ It is a legal requirement in many countries: In many countries, it is a legal requirement to give customers the option to opt out of marketing communications. Failure to do so can result in fines and other penalties.

BENEFITS OF THIS FLOW

The benefits of using the Opt Out flow include:

  • Compliance: It helps you comply with legal requirements for email marketing.
  • Trust: It shows your customers that you respect their preferences and privacy, which can help build trust and loyalty.
  • Relevance: By excluding customers who have opted out, you can ensure that your marketing messages are more targeted and relevant to those who are interested.
  • Efficiency: By automating the opt-out process, you can save time and resources that would otherwise be spent manually managing opt-out requests.

HOW DOES THIS FLOW WORK

  • When you send a marketing message to a customer and they click on the opt-out link or button, the Opt Out flow is triggered automatically.
  • The customer will then be asked to confirm their opt-out request.
  • Once the opt-out request is confirmed, the default tag OPT_OUT is automatically added to the customer's profile in Zoko.

PRO TIP: Customers who have the OPT_OUT tag in their profile will be automatically excluded from future broadcasts and marketing playbooks in Zoko.

HOW TO ENABLE THE FLOW

To enable the opt out flow, you need to follow these steps:

1. Log in to your FlowHippo Account.

2. Go to Playbooks, search for "opt" and click on “Opt Out”.

3. Click "Use this Playbook" to add it to your account.

4. Click "Publish" to make the flow live.

Note: If you wish to customize the flow, click "Edit Flow" to modify it to your needs.

That's it! You've successfully enabled the opt out flow.

Keywords: Opt-Out flow, Send notifications, Marketing, Spam, Block number, FlowHippo flows.

Understand the Opt Out Flow

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