1. User-Initiated Conversation

There are multiple ways a user can initiate a conversation with your brand on WhatsApp. Once the conversation is initiated you can send the user Reply/Session Messages. Following are the different ways a user can initiate the conversation:


TitleDescriptionPreview
DirectUser can create a new contact for the brand’s WhatsApp phone number and start chatting with it
Link ClickUsers can click on WhatsApp links and they will be redirected to WhatsApp. If they have WhatsApp application already installed, then they will be redirected to the application. A brand can send this link via SMS or Email.
Button ClickSame as Link Click. A brand can place these on their website
Website ChatUsers can start chatting with a brand on the brand’s website. When they send the first message, they will be redirected to WhatsApp just like Link Click.
QR ScanUsers can scan a QR code to start chatting with the brand.
Website PopupsPopups can be shown to the user to start the chat with the brand. Eg Website popups, Exit popups, etc


Note: Conversation initiation methods are not limited to the list above.


2. Brand-Initiated Conversation

Using Notification/Post-Session messages the brand can also initiate the conversation with the user but only after getting explicit user consent. Getting user consent works as following:

  1. A user initiates the opt-in on a non-WhatsApp channel.
  2. The brand informs users about the sending updates on their WhatsApp and confirms optin.
  3. The brand sends confirmation/welcome message on WhatsApp.


There are multiple ways a brand can start user consent flow:


TitleDescriptionPreview
Optin WidgetA brand can show optin widget on the website.
Website PopupsA brand can show website popups to the user and ask for optin.
In-App ActionsA brand can show button/toggle to already signed-up users.
SMS/EmailA brand can initiate an opt-in request for the WhatsApp channel by sending an SMS/Email that should clearly indicate the program information and instructions to complete the opt-in.
SMS Double Op-tinA brand can request the consumer to reply with a consent keyword like 'Yes'. The consumer replies with 'Yes' to the SMS to confirm opt-in.-


Note: Opt-In methods are not limited to the list above and can be defined per the business process with sufficient compliance.