Contacts & CRMOpt-out, blocking & compliance

Opt-out, blocking & compliance

In one sentence

When someone asks to stop hearing from you, MsgBuddy records it and automatically prevents future sends to them — protecting both your customers and your account.

Why this is a big deal

WhatsApp (Meta) polices business messaging hard. Too many people blocking you or tapping “report spam” drags down your quality rating, which can shrink your daily limits and pause your templates. Respecting opt-outs isn’t just polite — it’s how you stay operational.

Opt-out vs. block — the difference

Opt-outBlock
Who triggers itThe customer (e.g. replies “STOP”)You / your team
Meaning”Stop marketing to me""I don’t want to deal with this contact”
EffectMsgBuddy won’t send them campaigns/marketingMsgBuddy stops messaging them entirely
Reversible?Yes — they can opt back inYes — you can unblock

How opt-out happens automatically

When a customer replies with a common opt-out keyword (like STOP), MsgBuddy detects it and flags the contact as opted-out for that channel. From then on:

Note

Opt-out is tracked per channel. Someone can be opted-out on WhatsApp but reachable by SMS if you add that channel later. Each doorway is respected on its own.

Where you see and set it

  • On the contact detail page, a contact’s opt-out/blocked status is shown and can be toggled by your team.
  • During campaigns, opted-out and blocked contacts are excluded automatically — you’ll see them counted as skipped in the campaign preview and report, so you’re never guessing.

Purging contacts (Owner only)

If you need to remove contact data entirely (e.g. a data-deletion request), an Owner can purge contacts from Settings → Danger zone. This is permanent — see Settings → Danger zone.

Heads up

Golden rule: only message people who opted in, and make it easy to opt out. Buying lists, ignoring STOP requests, or re-adding opted-out people will get your number quality rated Red fast — and Meta, not MsgBuddy, controls what happens next.

How this connects

Next: into the heart of daily work — The Inbox →.