Gallabox Docs
ChangelogHow To GuidesAPI DocsStatus pageVisit our websiteFeedback
Gallabox Docs
Gallabox Docs
  • Welcome to Gallabox Docs
  • 🆕Get Started
    • Pre-requisites
    • Signup
    • Explore Demo Account
    • Activate Free Trial
  • ✅Connect WhatsApp Channel
    • Connect your WhatsApp
    • Meta Business Verification
    • Apply for WhatsApp Blue Tick
    • Migrate to Gallabox
    • Messaging Limits & Quality Ratings
    • Gallabox Account Setup FAQs
  • 🈁CONVERSATIONS
    • Gallabox Conversations Glossary
    • Team Inbox
    • Initiate a New Chat
    • Compose Box
    • Inboxes
    • Manage Inbox
    • Views
    • Efficiently using inbox
    • Gallabox Conversations FAQs
  • 📘CONTACTS
    • Gallabox Contact Glossary
    • Add Contact
    • Contact Segments
    • Contact Management
    • Contact Updation
    • Contact Deletion
    • Export Contacts
    • Marketing Opt-In
      • Marketing opt-in on contact creation
      • Marketing opt-in Handling Methods
      • Marketing opt-out Management
  • 🤖BOTS
    • Gallabox Bot Glossary
    • Things to know before building your first bot
    • Bot Essentials
    • Bot in Gallabox
      • Create a Bot using AI
      • Create a Bot using Bot Templates
      • Create a Bot from Scratch
    • Flow in the Bot
      • AI Based Flow
      • CTWA Ad Based Flow
    • Send Card
      • Send Text
      • Send Media
      • Send Collection
      • Send Products
      • Send Voice
      • Send Template
      • Send Form
      • Send Location
      • Send Payments
    • Ask Questions
      • Ask Text
      • Ask Number
      • Ask Phone
      • Ask Email
      • Ask Date
      • Ask Location
      • Ask Address
      • Ask URL
      • Ask File
      • Ask Button Option
      • Ask List Option
      • Ask Keyword Option
      • Ask Collection List
      • Ask Form
      • Ask Payments
    • Bot Utilities
      • Send Button Option
      • Send List Option
      • Delay
      • Condition
      • Set Variable
      • Jump to
      • Switch
      • AI node - GPT Dialog
      • AI node - GPT Knowledge Base
      • Working hours
      • Hint
      • Wait for order
    • Bot Actions
      • Assign Conversation
      • Unassign Conversations
      • Resolve Conversations
      • Update Conversation Fields
      • Update Contact Fields
      • Update Company Fields
      • Push to Sequence
      • Add Note & Mention
      • Conversion Events
    • Bot Connectors
      • Connect your system with the WhatsApp chat bot using API
      • Connect WhatsApp and Google Sheets to Collect Responses
      • Send payment links via WhatsApp chatbot using Razorpay integration
      • Send your WhatsApp data to Zoho CRM using Chatbot
      • Connect Shopify and WhatsApp to collect orders using chatbot
      • Send your WhatsApp data to HubSpot using Chatbot
      • Send your WhatsApp data to Zoho Bigin using Chatbot
      • Send your WhatsApp data to Leadsquared using Chatbot
      • Send your WhatsApp data to WooCommerce using Chatbot
      • Connect ChatGPT with WhatsApp in Gallabox Chatbot
      • Zoom WhatsApp Integration - How to enable webinar registration on WhatsApp
      • Send your WhatsApp data to Sangam CRM using Chatbot
      • Send payment links via WhatsApp chatbot using PhonePe
      • Send Payment links via WhatsApp Chatbot using Stripe
      • Enhance Chatbot with ElevenLabs AI Voice Synthesis
      • Send your WhatsApp data to Pipedrive CRM using Chatbot
      • Send your WhatsApp data to PetPooja using Chatbot
    • Set up Default Bot
    • Bot Management
    • Gallabox Bot FAQs
  • 🔊BROADCAST
    • Gallabox Broadcast
    • Select Template
    • Select Audience
    • Review and Send Broadcast
    • Broadcast Analytics and Report
    • Gallabox Broadcast FAQs
  • 🔢WHATSAPP DRIP CAMPAIGNS
    • Understanding Drip Marketing
    • Basics of Drip Campaign
    • Create New Drip Campaign
    • Drip Campaign Setup
    • Drip Campaign Message Management
    • Campaign Management Options
    • Drip Campaign Analytics
    • Gallabox WhatsApp Drip Marketing FAQs
  • 📈AD CAMPAIGNS
    • CTWA in Gallabox
    • Create your Campaign
    • Click To WhatsApp Analytics
    • CAPI Integration
    • Gallabox CTWA FAQs
  • 🛒WHATSAPP SHOP
    • Gallabox WhatsApp Shop Overview
    • Connect the Catalog with Meta
    • Connect Catalog with Gallabox
    • WhatsApp Order Summary
    • Gallabox WhatsApp Shop FAQs
  • 🪙PAYMENTS
    • Gallabox Native Payments Overview
    • Establish Connection
    • Sending Payment Links
    • Tracking Payments
    • Gallabox Native Payment FAQs
  • 🔃WhatsApp Forms
    • Gallabox WhatsApp Forms Overview
    • Create WhatsApp Forms
      • Create WhatsApp Forms in Gallabox
      • Create WhatsApp Forms with Template Builder
      • Create WhatsApp Forms using JSON
    • Sending a WhatsApp Form
      • Send WhatsApp Form in a Message Template
      • Send WhatsApp Form in a Bot
    • Receiving Response of WhatsApp Forms
    • Best Practices for WhatsApp Forms
    • Gallabox WhatsApp Forms FAQS
  • ℹ️WHATSAPP CHANNEL
    • Channel Settings
    • Manage your Connections
    • Widget for your website
    • Configuration Message Settings
    • WhatsApp Magic Link
    • Block List
    • User Mapping
    • Assignments Rules
    • Compliance Info
    • Account Profile Info
    • WhatsApp Channel FAQs
    • WhatsApp Business API Errors
  • 🚧INTEGRATION
    • E-commerce Platforms
      • Shopify
        • Shopify Template Variables for WhatsApp Messages
        • Workflows for Shopify
      • WooCommerce
        • Workflows for WooCommerce
      • WooCommerce Cart Abandonment Recovery
      • Shopflo
    • Customer Relationship Management (CRM) Systems
      • HubSpot
        • Workflows for HubSpot
      • Kylas
        • Workflows for Kylas
      • Zoho CRM & Signals
        • Workflows for Zoho
      • Leadsquared
        • Workflows for LeadSquared
      • Sangam
      • Pipedrive
      • Odoo
    • Shipping and Logistics
      • ShipRocket
        • Workflows for ShipRocket
      • Shipway
        • Workflows for Shipway
    • Payment Gateways
      • Cashfree
        • Workflows for Cashfree
      • Razorpay
        • Workflows for Razorpay
      • Stripe
        • Stripe Workflows
    • Marketing and Engagement Platforms
      • WebEngage
        • WebEngage WhatsApp Campaigns
      • MoEngage
      • Facebook Leads
        • Send Automated Messages on WhatsApp to Facebook Leads
        • Send Sequence of Messages to Facebook Leads
      • CleverTap
      • Fyno
    • Other Integrations
      • Generic Webhooks
      • Google Sheets
      • Pabbly
      • Zapier
      • Zoho Books
        • Zoho Books Notifications
        • Workflow for Zoho Books
      • Calendly
        • Workflows for Calendly
      • Miitel
    • Gallabox Integration FAQs
  • ⚙️ACCOUNT MANAGEMENT
    • Account Essentials
    • User Details
    • User, Teams, and Roles
    • Account Details
  • 💰Pricing & Billing Modules
    • Conversation Pricing
    • New Per-Message Pricing — Effective July 1, 2025
    • Message Credits
    • Billing & Subscriptions
    • FAQs
  • 🚾Web-Chat Channel
    • Web-Chat Channel
  • 🧰Basic Modules
    • WhatsApp Templates
      • Template Creation and Editing
      • Re-write with AI
      • Custom Marketing and Utility Templates
      • Product Marketing Templates
      • Authentication Templates
      • Limited-Time Offer Templates
      • Order Details Template
      • Coupon Code WhatsApp Template
      • Carousel Template
      • WhatsApp template URL tracking
      • FAQs - WhatsApp Template Messages
    • Contact Fields
    • Conversation Fields
    • Tags
    • Message Tracker
    • Canned Responses
  • 🔒Account Security Features
    • Allowed IPs
    • Activity Log
    • Two Factor Authentication
  • 👨‍💻DEVELOPER RESOURCES
    • API Key and Secret
    • API Docs
    • Webhook
    • Conversation Widget
  • 📊REPORTS & ANALYTICS
    • Dashboard
    • WhatsApp Failed Messages
    • WhatsApp Notification Messages
    • Conversation Report
  • Privacy and Security
    • Data Security and Infra
    • Subprocessors
    • Data Processing Agreement
  • 👾EXTRAS
    • WhatsApp Business API - Unsupported Messages
    • Understanding Message Delivery Issues on WhatsApp
    • WhatsApp’s New Per-user Messaging Limits
  • Frequently Asked Questions
Powered by GitBook
On this page
  • Single contact creation in the contact module
  • Single contact creation in the conversations module
  • Contact creation upon receiving an incoming message
  • Bulk contact import
  • Creating contacts through an excel sheet in the broadcast module
  • Contact creation through integration and webhook
  • Contact creation via API
  1. CONTACTS
  2. Marketing Opt-In

Marketing opt-in on contact creation

Manage marketing opt-ins during contact creation in Gallabox through various methods like single contact creation or integration. Set opt-ins easily and efficiently for effective market

PreviousMarketing Opt-InNextMarketing opt-in Handling Methods

Last updated 1 year ago

Contacts can be created in various ways, which include:

Let's delve into the specifics of how marketing opt-in is managed during contact creation in each of these scenarios.

Single contact creation in the contact module

  • When a new contact is created via the contacts module, there is a field for marketing opt-in.

  • You can provide the consent your customer has given you in this field.

  • If the field is set to YES, you will be able to send marketing templates to them.

  • If the field is set to NO, Gallabox will automatically detect it and skip sending marketing messages to this particular customer.

  • Gallabox will also provide a warning when you try to send a marketing message to them.

Single contact creation in the conversations module

  • When a new contact is created via the compose box, the marketing opt-in is set to YES by default.

  • The marketing opt-in option is displayed on the right side of the screen.

  • If you haven't received marketing opt-in from that specific customer, you can easily change it to NO by editing it with a single click.

Contact creation upon receiving an incoming message

  • When a new incoming message is received, Gallabox automatically creates a contact.

  • During this contact creation, the marketing opt-in is automatically set to YES.

Bulk contact import

  • Bulk import can be done in two ways: Simple import and Advanced import.

Simple Import:

  • During simple import, you can bulk import four details: Name, email, phone number, and tags.

  • When uploading an excel file, you can set the marketing opt-in via a dropdown.

  • If you select "YES" in the dropdown while importing 1000 contacts, all the contacts' opt-in will be set as "YES".

  • Similarly, if you set the value as "NO", all the contacts' opt-in will be set as "NO".

In simple import, the dropdown value is only considered for new contacts, and existing contacts' opt-in is not overwritten.

Advanced Import

  • During advanced import, you can individually provide the marketing opt-in consent for each contact by using "TRUE" for "YES" and "FALSE" for "NO".

  • During the file upload, you can also set the marketing opt-in via a dropdown.

  • Scenario: You are importing 1000 contacts, and around 10 of these contacts have said "No" to marketing messages. How can you do this?

    • In the sheet, fill the value of Marketing opt-in for those 10 contacts as "FALSE" and leave the rest blank.

    • Now in the drop-down, select value as YES and proceed

    • Except for those 10 contacts, all other contacts will be created with marketing opt-in set as "YES".

In advanced import, the dropdown value is only considered for new contacts, and existing contacts' opt-in is not overridden. However, the value provided in the sheet will be considered for both new and existing contacts, and overwrite will occur.

Creating contacts through an excel sheet in the broadcast module

  • When uploading an excel sheet, you can bulk import two details: Name and phone number.

  • During the excel file upload, there is a dropdown to set the marketing opt-in.

  • If you choose "YES" in the dropdown, all 1000 contacts' opt-in will be set as "YES".

  • Similarly, if you choose "NO", all the contacts' opt-in will be set as "NO".

The dropdown value is only considered for new contacts, and existing contacts' opt-in is not overwritten.

Contact creation through integration and webhook

  • When a message is sent to a new contact via integration or webhook, Gallabox automatically creates a contact.

  • During the contact creation process, the marketing opt-in is automatically set to YES.

Contact creation via API

  • When a contact is created via API, you have the option to provide the marketing opt-in values as YES or NO.

  • If you do not pass a value, Gallabox sets the marketing opt-in as YES by default.

📘
Single contact creation in the contact module.
Single contact creation in the conversations module.
Contact creation upon receiving an incoming message.
Bulk contact import.
Creating contacts through an excel sheet in the broadcast module.
Contact creation through integration and webhook.
Contact creation via API.