How to Manage Marketing Message Consent

WhatsApp & Messaging

Managing marketing message consent in UpBlick means making sure promotional WhatsApp campaigns go only to customers who should receive them. Consent management protects the customer experience and helps keep your campaign audience accurate.

What to review before sending a marketing message

• Whether the customer agreed to receive marketing communication
• Whether the customer belongs to the selected location
• Whether the customer record has valid phone details
• Whether the campaign audience still matches the message purpose

Step 1: Review customer records

1. Open Customers.
2. Search for the customers you plan to include.
3. Check their contact details and eligibility for marketing communication.

Step 2: Keep the audience aligned with consent

When selecting the audience for a promotional campaign, exclude customers whose consent is missing, unclear, or limited to non-marketing communication.

This is especially important when using broad audience options such as All Customers.

Step 3: Recheck consent when campaigns change

Even if a customer was eligible for an earlier campaign, review again when:

• The campaign purpose changes
• The customer segment changes
• The location changes
• The customer updates their communication preference

Step 4: Monitor campaign results and complaints

After sending, use campaign reporting to review delivery behavior and spot signs that your audience or consent rules may need attention.

Best practices

• Be conservative when consent is unclear.
• Do not rely on old assumptions about customer preferences.
• Keep audience rules tighter for marketing than for operational messages.
• Review customer data regularly.

Frequently asked questions

Is marketing consent the same as review-request consent?

Not always. Review and marketing communications can serve different purposes, so your campaign audience should reflect the permissions appropriate for marketing outreach.

Why should I review consent before every campaign?

Because customer permissions, audience relevance, and campaign purpose can change over time.