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Configure Optin & Optout preferences in Glific

When any new beneficiary sends a message the very first time, the beneficiary can get an Optin message to give their consent to receive the messages from the BOT.

In Glific NGOs can configure the optin and optout process in flows.

Glific uses settings variable to update the beneficiary's profile details in the system.

Here's how to configure Optin and Optout in flow.

1 . Create new flow or use the existing flow in the system with name optin and optout.

2 . Craft a message to let the user respond to their optin preference.


3 . Get the response form the user.


Optin preferences update

4 . On confirmation update the opt-in preferences for the beneficiary.


Optout preferences update

5 . Create a flow for opt-out or use the existing flow in the system. Keywords for Optout flow could be optout, stop. (You can recommend us if you have better suggestions for the keywords)

6 . When beneficiary sends optout or stop keyword to BOT, Opt-out preferences will be set for the beneficiary.

7 . Yon need use optout value to update the settings variable .


Note - Make sure to use optin as keyword of this flow. optin is a special keyword which will execute the flow to get contact's optin even if they are optedout


Sample optin flow will look like this


Refer WhatsApp page to know more about getting Optins

Video creating opt-in flow

Video: Optput flow