Opt in/Opt out

  • Updated on Nov 25, 2024
  • 1 minute(s) read
  • TL
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Overview

Opt-in/Opt-out management refers to the processes and mechanisms that allow individuals or organizations to choose whether they want to receive or not receive certain communications, services, or data processing activities. This is a critical aspect of privacy, compliance, and user experience management, especially in marketing, data protection, and subscription services.

Key Elements of Opt-In/Opt-Out Management:

  1. Opt-In: Users actively consent to receive communications or participate in data collection. This is often used for newsletters, promotional emails, and marketing communications.

  2. Opt-Out: Users are automatically included in a communication list or data collection process but have the ability to opt-out or unsubscribe at any time. Opt-out mechanisms are essential for compliance with regulations like GDPR, CCPA, and other data protection laws.

Create a Group

Wisely enables you to set up Opt-in / Opt-out profiles to specified channels, such as, SMS, Truecaller, WhatsApp, and RCS by creating Groups.

To create a Group,

  1. Navigate to Channels --> General from the left menu.

  2. Click the Opt-in/Opt-out.

  3. Click Create Group at the top right corner.

  4. Enter a name and description for the group.

  5. Toggle on next to Send Response.

  6. Select an Access Account from the dropdown menu.

  7. Select a Channel attributed to access account from the dropdown menu.

  8. Select a Number attributed to a channel from the dropdown menu.

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  1. Click the Opt-in Messages (Optional).
    A side menu opens.

  2. Under First Opt-in Message, select an appropriate template from the dropdown.

  3. Enter the Description (Optional).

  4. Under Already Opt-in Message, select an appropriate template from the dropdown.

  5. Enter the Description (Optional).

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  1. Click the Opt-out Messages (Optional).
    A side menu opens.

  2. Under First Opt-out Message, select an appropriate template from the dropdown.

  3. Enter the Description (Optional).

  4. Under Already Opt-out Message, select an appropriate template from the dropdown.

  5. Enter the Description (Optional).

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View a Group

To view a Group,

  1. Navigate to Channels --> General from the left menu.

  2. Click the Opt-in/Opt-out.

  3. Select a Group from the dropdown menu.

  4. Click View Group.
    You can view the group details on the right-side menu.

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Edit a Group

To edit a Group,

  1. Navigate to Channels --> General from the left menu.

  2. Click the Opt-in/Opt-out.

  3. Select a Group from the dropdown menu.

  4. Click the Edit Group.
    The Edit Group page opens.

  5. Modify the required details and click Update.

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