Free WhatsApp workflow template

Privacy consent request: every step, in order, before you switch it on

Get a contact's privacy consent before continuing the conversation.

  • 7 steps
  • 3 messages
  • When: Chat starts

Request consent: privacy

Every message as it is sent. The app puts your own name and business where it says [Your name] and [Your business], {{Name}} is the contact's first name, and a word that starts with $ is filled in from the chat.

When: Chat starts

  1. 1

    Ask a question

    Before we go on: is it OK for [Your business] to keep your details and message you about this? Reply Yes or No.

    AI reads the answer in their own words.

    • Yes
    • No

    If Answer did not fit

    1. 6

      Send a message

      Sorry, I did not catch that. Just reply Yes or No and I will take it from there.

    2. 7

      Go to another step

      Back to step 1, up to 2 times

  2. 2

    Agreed?

    If Yes: their answer contains Yes, yes, ok, sure, fine

    1. 3

      Add or remove tags

      Add: consented

    If Everyone else

    1. 4

      Send a message

      Understood. We will not keep your details or message you again.

    2. 5

      Close the chat

      Closes with a note

What it does

Get a contact's privacy consent before continuing the conversation.

How to use it in ActivityTracker

  1. 1Open Workflows and choose Start with a template.
  2. 2Pick the one called "Request consent: privacy". It opens as a draft with every step drawn and your name and business filled in.
  3. 3Change any words you like, then press Test to try it in a test chat.
  4. 4Publish it when it reads right. Nothing is sent before that, and you can stop it any time.

It sends from the WhatsApp you already use, linked as a device the way WhatsApp Web is. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.

Already use ActivityTracker? Open the workflow templates in the app

Questions

Switch it on with your own words in it.

Book a walkthrough to see the workflows run in the app.