The marketing opt-in and «Añadir a marketing»

Having someone’s phone number is not having permission to message them. Konverda keeps those two things apart with a short rule: we only speak when spoken to, unless the contact accepted marketing.

The three states of the «Opt-in» column#

In «Contactos» (contacts), the «Opt-in» column sums up each record. The ⓘ on the header says exactly this:

Marketing: accepted your sends — campaigns, waves and proactive messages. No: we can only reply when they write. Baja: asked to receive nothing — always respected.

contacts-optin-column.pngcapture pending — node soporte/screenshots.mjs

«No» is also what you see when there is no consent record at all. It is not a punishment: it is the absence of a permission.

What can and cannot go out#

State	You can reply when they write	Campaigns, waves and proactive messages
«Marketing»	yes	yes
«No»	yes	no
«Baja» (opt-out)	no	no

The four ways to get the opt-in#

1. The consent checkbox on a Konverda hosted form.
2. The order checkbox in a connected store.
3. The «Consentimiento de marketing» (marketing consent) step in a flow, placed after the contact says yes.
4. Your own declaration from «Contactos», if you already hold it outside the platform.

Declaring consent you already hold#

If you hold consent outside Konverda — your own list, a signed form, a written yes — you can declare it. The action is called «Añadir a contactos de marketing» (add to marketing contacts) and it lives in four places:

• the three-dot menu on a «Contactos» row;
• the bulk selection bar, for several at once;
• the contact’s profile, with the «Declarar» (declare) button;
• the locked panel of a conversation whose window has closed.

Before it happens, the app shows one screen and asks you to tick a box:

You are declaring that {name} gave you their consent to receive marketing messages — outside the platform: your own list, a signed form, a written yes.

⚠ Sending marketing without real consent can damage your number and your WhatsApp account. The declaration is recorded in your name, with a date and the basis «declared by the business» — the responsibility is yours.

Why your campaign reaches fewer people than you selected#

When you build a wave, the «Audiencia» (audience) step tells you the truth before you write it, not after you launch:

It will go to X of Y selected — the marketing contacts. The remaining Z have not accepted your sends (or opted out) and are left out.

wave-audience-declaration.pngcapture pending — node soporte/screenshots.mjs

The same number is repeated in «Revisión» (review). A tag with a hundred records may hold thirty marketing contacts; thirty is the number that counts.

Filtering and branching on consent#

In «Contactos», the «Opt-in» chip filters by «Marketing», «No (solo responder)» (no — replies only) or «Bajas» (opt-outs).

In flows and automations there is a «Consentimiento» (consent) condition category, with one verb — «Opt-in de marketing» (marketing opt-in) — that reads the consent recorded at that instant and branches between «es contacto de marketing» (is a marketing contact) and «no es contacto de marketing» (is not a marketing contact).