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WhatsApp opt-in: what Meta actually requires

Opt-in is the root cause behind most restrictions. Meta’s requirement is short, and the part businesses miss is not the consent itself but what the consent has to say.

Checked against Meta’s published documentation on 15 August 2026.

In short

Before messaging someone you need their phone number and their permission, and the opt-in must make two things clear: that they are opting in to receive messages, and the name of the business they will come from. It can be collected anywhere — website, SMS, IVR, paper — as long as those two things are stated and applicable law is met.

The requirement, in Meta’s words

The rule is deliberately short, and it is about disclosure rather than about mechanism. Meta does not care whether the checkbox was on a website or a paper form; it cares that the person knew what they were agreeing to and who from.

  • You have their phone number, given by them.
  • The opt-in said they would receive messages.
  • The opt-in named the business those messages come from.
  • The collection complies with applicable law — which in India means the DPDP Act, not only Meta’s policy.
“Businesses must clearly communicate that a person is opting in to receive communication from the business, and the business’s name that a person is opting in to receive messages from.”
Meta, Getting opt-in

Where it can be collected

Any channel is acceptable. Meta explicitly permits opt-in gathered over SMS, on a website, through an interactive voice response flow, and on paper signed in person.

What matters is that the record survives the moment. An opt-in you cannot produce six months later is, for the purposes of an appeal, an opt-in you do not have.

Why this is the root cause of most restrictions

Enforcement is driven by how recipients react, and the single strongest predictor of a bad reaction is a message somebody did not ask for. A list bought, scraped or inherited produces blocks and reports at a rate no wording can rescue, and blocks and reports are what move a quality rating to red and an account into restriction.

This is why "we have their number" and "we have their consent" are different claims, and only the second one holds up.

Opting out has to work too

Consent is revocable, and Meta gives people a first-class way to revoke it. In this product that signal is honoured end to end: Meta’s own opt-out notification updates the contact, and the campaign worker skips anyone marked opted out — so an opt-out is not a note somebody has to remember, it is a state the sending path reads.

Auto-replies can act on opt-out language too, so a customer who replies STOP is recorded rather than argued with.

Questions this raises

Does a purchased list count as opt-in?

No. The consent has to be given to you, naming you, for messages on WhatsApp. A list bought from somebody else has none of those properties, and it is the most reliable way to reach a red quality rating.

Does opt-in on my website cover WhatsApp?

Only if it said so. The requirement is that the person was told they would receive messages and from which business. A generic marketing checkbox that never mentions WhatsApp or your business name does not meet the wording Meta asks for.

How long does opt-in last?

Meta does not publish an expiry. What it does publish is that people can opt out, and that their reaction to your messages drives enforcement — so consent that is old enough for the person to have forgotten it behaves, in practice, like no consent.

Do I need opt-in for a reply?

Replying inside an open customer service window to somebody who messaged you first is a conversation they started. Opt-in governs the messages you start.

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