How to Configure Opt-in and Opt-out Management in Pabbly Chatflow

Follow these steps to set up keyword-based opt-in and opt-out responses within your Pabbly Chatflow account.

Step 1: Log in to Your Pabbly Chatflow Account​

Access your Pabbly Chatflow dashboard by signing in with your credentials.

Step 2: Navigate to Opt-in Management Settings​

• Go to the Settings module.
• In the navigation panel, click on Opt-in Management.

Step 3: Add Opt-in Keywords​

• In the Opt-in Settings section, enter one or more keywords that users can type to opt in for messages.
  
  
  
  
  
  
• Use the toggle switch to Enable or Disable the opt-in response message feature.
  
  
  

Step 4: Configure Opt-in Response​

Click the Configure button to set up a response for users who send an opt-in keyword. You have two options to define the response message:

Option 1: Use a Pre-approved Template​

• Select from your list of pre-approved WhatsApp message templates.

Option 2: Create a Custom Message​

If you prefer to send a personalized message instead of a template, you can manually create a custom response. The following message formats are supported:

1. Text​

• Allows you to compose a plain text message.
• Simply type your message in the text input box.
  
  
  

2. Image

• Add a caption along with the image.
• You can:
  • Upload an image directly from your system.
  • Or provide an image URL.
• Size Limit: Less than 5MB
• Accepted Formats: .png, .jpeg
• Video
  
  
  

3. Video​

• Add a caption to accompany your video.
• You can:
  • Upload a video from your system.
  • Or provide a video URL.
• Size Limit: Less than 16MB
• Accepted Formats: .mp4
  
  
  

4. Audio​

• Add an optional caption with the audio file.
• You can:
  
  • Upload an audio file directly.
  • Or provide a URL to the audio.
• Size Limit: Less than 16MB
• Accepted Formats: .mp3
  
  
  

5. File​

• Upload general-purpose files such as PDFs, documents, or spreadsheets.
• No preview is sent; users receive a downloadable file.
• Size Limit: Typically follows WhatsApp limits (recommended < 16MB).
• Common Formats: .pdf, .docx, .xlsx, .txt
  
  
  

Step 5: Save Your Configuration​

• Click the Save button to finalize and apply your opt-in message settings.

Setting Up Opt-out Keywords​

To configure opt-out keywords and responses, follow the same steps above under the Opt-out Settings section in the same module.
You can define keywords users can type to opt out, and configure either a pre-approved template message or a custom message as a response.