Data protectionGuide7 min read

Marketing Consent Examples: Wording That Works on Forms, WhatsApp, SMS, Calls and Imports

These marketing consent examples show good and bad wording for website forms, WhatsApp, SMS, phone calls, events and ad lead forms, and what to record each time. Because a tick box is where consent starts, not where it ends.

By DigiPix Flow team

DigiPix Flow guide cover: the headline 'Marketing Consent Examples' in navy bold type on a soft pink background

Example, with invented details: a customer replies to your offer message, "Please stop messaging me." The rep who reads it apologises and makes a mental note. Two weeks later a colleague adds the same number to a WhatsApp broadcast, and a month after that someone imports last year's exhibition list and the customer is messaged a third time. They said no three times; your business heard it once.

Consent problems rarely start with bad intentions. They start with vague wording, a tick box that means different things to different people, and a "no" that lives in one person's memory. Below are practical marketing consent examples for each place you collect contact details, with the wording to avoid, the wording to use instead, and what to write down. This is general guidance, not legal advice; the rules that apply depend on your country and business.

Whatever the channel, good consent has the same ingredients: it is asked for clearly, for a stated purpose, through an action the person takes themselves, and it can be withdrawn easily. India's Digital Personal Data Protection Act, 2023 puts it this way in section 6(1): consent "shall be free, specific, informed, unconditional and unambiguous with a clear affirmative action", and section 6(4) says withdrawing it should be comparable in ease to giving it (official text on MeitY's site). Platforms add their own rules too: WhatsApp's Business Messaging Policy says you may only contact people who have given you their number and opted in to receive messages from you.

If the terms are new, our glossary entry on opt-out and consent covers the basics. Now to the examples; every business name in them is invented.

Example 1: a website enquiry form

VerdictWordingWhy
Avoid☑ (pre-ticked) I agree to the terms and to receive communications.Pre-ticked, bundled with the terms, and says nothing about channels or purpose
AvoidBy submitting, you agree to receive marketing from us and our partners.Makes marketing a condition of asking a question
UseWe'll use your name, phone and email to reply to this enquiry. See our privacy notice.Tells people what the form is for, with no box needed for the reply itself
Use☐ Send me offers and updates from Sharma Solar by WhatsApp and email. I can unsubscribe at any time.Separate, optional, unticked, names the channels and the way out

The split matters. Replying to someone who just asked you a question is one purpose; sending them promotions is another. Keeping the second as its own unticked box means a "no" to offers still leaves you free to answer their enquiry.

Example 2: WhatsApp opt-in

WhatsApp's policy suggests getting opt-in that covers the categories of messages you will send, such as order updates or offers, and offering a clear way to opt out of each. In practice:

  • On a form: "☐ Send me appointment reminders on WhatsApp" and, separately, "☐ Send me offers on WhatsApp".
  • In a click-to-chat link: pre-filled text such as "Hi, please send me the 2BHK price list" shows the person started the conversation about that topic. A WhatsApp link generator makes these links in seconds.
  • In the first reply: "Thanks, here's the price list. Would you like us to send new launches here too? Reply YES or NO." Record the answer.
  • Avoid: adding every enquirer's number to a broadcast list because they once messaged about a single product.

Example 3: SMS

SMS consent wording follows the same pattern: name the brand, the kind of messages and how to stop. For example: "☐ Send me appointment reminders and offers by SMS from Gupta Dental. Reply STOP to opt out." Only promise a STOP keyword if your system really acts on it. Commercial SMS in India also has registration and template rules of its own, covered in our guide to DLT registration for SMS.

Example 4: a phone call or walk-in

Consent given out loud is easy to forget and hard to prove, so script it and record it straight away. A rep might say:

"I'll send you the brochure on WhatsApp now. We also share new offers there about once a month. Would you like those as well, or just the brochure?"

Then the rep notes on the record: the answer, the channel, the date and time, and that it was given on a call. "Customer said yes to monthly WhatsApp offers on a call with Neha, 14 March, 16:20" is evidence. A ticked field with no context is not.

Example 5: exhibition lists and imported spreadsheets

Imports are where consent most often goes wrong. A visitor who dropped a card in a bowl at a trade fair agreed to be contacted about that fair, at most. Before importing, add a column per channel and fill it only with what you can show:

Cell valueTreat it as
"Yes, signed form, Pune Expo, 12 Jan"Consent, with its source and date
"No" or "Unsubscribed"An opt-out, always honoured
BlankUnknown: not a yes, so no marketing until you ask

And check every import against your do-not-contact list, so that an old file cannot bring back someone who opted out last month.

Example 6: lead forms inside ad platforms

Meta's lead forms let you add a custom disclaimer with consent checkboxes, each of which can be marked optional. Use an optional checkbox for marketing, for example "I'd like to receive offers from Kapoor Motors by WhatsApp and email", rather than making it a condition of submitting. Meta also suggests telling people why you collect their details and how you'll use them, and messaging them only for that purpose.

Withdrawal examples: making "stop" easy

  • Email footer: "Don't want these offers? Unsubscribe in one click. You'll still get receipts and booking updates."
  • Preference page: let people choose what to stop, such as offers or sales follow-ups, or stop everything.
  • SMS and WhatsApp: act on replies like STOP or UNSUBSCRIBE, and confirm once: "You won't receive offers from us here any more."
  • Anywhere else: if someone says "please stop" on a call or in a chat, the rep records it as an opt-out on the spot.

What to record as evidence

RecordExample
PurposeMarketing offers (not the enquiry reply)
ChannelWhatsApp and email, not SMS
Wording shown and its version"Send me offers…" checkbox, notice version 3
WhereWebsite contact form, Diwali landing page
When2026-10-02 14:20 IST
HowTicked by the person; or said on a call to a named rep
WithdrawalsUnsubscribed by email link, 2026-11-15

Keep this on the customer's record where every teammate and every campaign can see it, not in a separate file that only marketing opens.

Where DigiPix Flow fits

DigiPix Flow's website forms can include a consent box that covers marketing, sales outreach or both, on email, SMS or WhatsApp. The notice sits above the box, the box is never ticked for people, and a ticked box records the notice and its version, the time, the IP address and the browser; an unticked box records nothing. Disclaimer checkboxes on Meta lead forms can be mapped to the purposes and channels they cover, and an import only accepts an opt-in when your workspace allows consent from imports and the row says where and when it was given.

Consent is then kept per channel and purpose on the lead and the contact, with every change added to a history that is never edited. DigiPix Flow checks the do-not-contact list and consent before a marketing or sales outreach message is queued and again before it is sent, and replies such as STOP or UNSUBSCRIBE on SMS and WhatsApp withdraw that consent and add the number to do-not-contact. The full path is on the consent and opt-outs page. How you word your notices, and what your law requires, remains your team's responsibility.

Would every channel know if a customer opted out yesterday? Talk to an expert and we'll show you how consent travels from your forms to every message your team sends.

Frequently asked questions

What is an example of marketing consent?

An unticked, optional checkbox on an enquiry form that says, for example, "Send me offers and updates from Sharma Solar by WhatsApp and email. I can unsubscribe at any time." It names the brand, the purpose and the channels, the person ticks it themselves, and it is separate from the form's main purpose.

Can I pre-tick a marketing consent box?

It's best not to. A pre-ticked box doesn't show that the person chose anything, and laws such as India's DPDP Act describe consent as needing a clear affirmative action. Leave marketing boxes unticked and let people opt in themselves.

Does someone who sends an enquiry automatically consent to marketing?

Not necessarily. Replying to their enquiry is one purpose; sending them promotions is another. Ask separately for marketing, ideally with an optional box or a clear question in your first reply, and record the answer.

How do I record consent given on a phone call?

Ask a clear question, then note the answer on the customer's record straight away: what they agreed to, on which channel, the date and time, and who they spoke to. A short scripted question helps every rep ask it the same way.

Can I message people from an old spreadsheet?

Only those for whom you can show consent for that purpose and channel. Treat blank cells as unknown rather than yes, honour every recorded opt-out, and check the file against your do-not-contact list before importing it.

Put this guide into practice

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Put these guides into practice

Talk to an expert and see qualification, scoring and follow-up built into one workspace.