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Communications

WhatsApp Opt-Out Handling

How the WhatsApp opt-out flag works on a contact, what it cancels, and how to remove it if a contact opts back in.

If a contact no longer wants to receive WhatsApp messages, you can record that preference in TrustPager. Once the flag is set, TrustPager will stop sending WhatsApp communications to that contact automatically — including any that were already queued.

Where to find the opt-out toggle

Open the contact's detail page and look for the Communication Preferences card. It shows a row for each communication channel. The WhatsApp opt-out toggle is the fourth row. Toggle it on to mark the contact as opted out.

What happens when you opt a contact out

As soon as the toggle is saved:

  • Any WhatsApp messages that are pending in the queue for that contact — including those scheduled by automations or manually set to send later — are cancelled immediately.
  • Future automation actions targeting the contact via Send WhatsApp will be skipped for this contact. The automation itself continues running for other contacts; only this one is suppressed.
  • The Send WhatsApp button on the contact and their linked opportunities will show a visual indicator that the contact is opted out.

You can review cancelled communications at https://app.trustpager.com/inbox/dispatcher under the History tab — cancelled sends show their reason.

Removing the opt-out flag

If a contact explicitly asks to receive WhatsApp messages again, you can remove the flag manually. Go to the contact's detail page, find the Communication Preferences card, and toggle the WhatsApp opt-out off.

Removing the flag does not re-queue any communications that were previously cancelled — it simply allows future sends and automation actions to proceed normally from that point forward.

The other communication channels

The Communication Preferences card manages opt-outs across all channels independently. Opting a contact out of WhatsApp does not affect their Email or SMS preferences — each channel has its own toggle. To see how opt-outs work for other channels, see https://trustpager.com/help-center/how-to-use-follow-ups.

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