Compliance: preferences portal, opt-out and topics

EffortNo-codeChannelEmail + WhatsAppPlanFree

Respecting what people choose to receive keeps your list healthy and your brand trusted. In BIP, each contact decides what they want to receive, and BIP applies that decision on every send, with no unsubscribe spreadsheet and no manual work.

#What you'll get

• A preferences link in every email, with nothing to build.
• Three levels of opt-out: global, per channel and per topic.
• WhatsApp opt-outs recorded on their own when the person blocks your business's marketing in the app itself.
• Campaigns and Flows that skip anyone who opted out, without you filtering anything.
• A record of who opted out and from what, per contact and per campaign.

#How it works

1. 1The contact opens their preferences from the email link
2. 2They opt out of everything, of a channel or of a topic
3. 3BIP checks that choice before every send

In the footer of every email sent to a contact, BIP includes the contact preferences link. Each link is personal: it opens that person's preferences, with no login. There, they choose at three levels:

Someone who turns off Email keeps receiving WhatsApp, and vice versa. Before every send, BIP checks the contact's preferences and skips anyone who opted out. The skipped contact appears in the campaign log with the reason.

On WhatsApp, the person can block marketing messages from your business in the app itself. Meta notifies BIP, which records the WhatsApp channel opt-out right away. If the person accepts these messages again, BIP removes that opt-out. A send refused because the person stopped receiving marketing also records the opt-out. Accepting again on WhatsApp doesn't undo a Global Opt-out made in the portal.

#Step by step

#1. Tailor your topics

Topics are the subjects you send about: news, promotions, events. The contact sees each one in the portal, with an icon, name and description, and turns off whatever they don't want to receive.

1. In Settings, open the Topics tab.
2. Your namespace comes with five: Newsletter, Promotional, Product Updates, Customer Feedback and Event, in the language chosen when the namespace was created.
3. For each one, adjust the Topic Name, the icon (click the emoji to change it) and the Description. Write for the contact: this is what they read in the portal.
4. Use the arrows to change the order. The trash can removes a topic; the list needs at least one.
5. Click Save, at the top of the page.

dash.bip.marketing/…/settings?tab=topics

Screenshot coming soon

#2. Check the link in your email footer

BIP adds the footer to every email that goes to a contact: campaigns, campaign tests and Flows. You don't need to add any block.

1. In Emails Templates, open a template.
2. Click Preview → Preview Email.
3. At the end of the email, look for the sentence We respect you, adjust your contact preferences any time. In the real send, contact preferences becomes each contact's personal link.

dash.bip.marketing/…/emails-templates/…

Screenshot coming soon

#3. See the portal the way your contacts do

1. Add your email as a contact in Leads → Create Lead, if it isn't in your base yet.
2. Open an email campaign, click Test Campaign, enter your email and click Send Test. Tests don't use up sends.
3. In the email you receive, click contact preferences. The portal opens with Welcome, your name!.
4. Check the sections:
   • Global Opt-out: when it's on, the person receives nothing else (You will no longer receive any messages from us). The other options disappear while it's on.
   • Manage general channels preferences: Email and WhatsApp. When a channel is on, the person receives messages through it.
   • Choose which topics of messages you would like to receive: one switch per topic. When a topic is on, the person receives that subject.
5. To save a choice, the person clicks Save Preferences.

Since the test contact is you, leave everything on at the end so you keep receiving your tests.

dash.bip.marketing/lead-portal?token=…

Screenshot coming soon

#4. Track who opted out

• Per lead: in Leads, open the person. In Lead Info, Unsubscribed shows Yes for anyone with a global opt-out, and Unsubscribed Topics lists the topics turned off, by ID (for example, promotional).
• Per campaign: in an email campaign's stats, the Opt Outs card shows who opted out starting from that campaign. When some contacts were skipped because they had already opted out before, the title becomes Opt Outs (prev: N), where N is that number.
• Per segment: in Segments, open a segment and click Download CSV. The unsubscribePreferences column shows, for each contact, global, the channels (email, whatsapp) and the topics they opted out of.

dash.bip.marketing/…/leads

Screenshot coming soon

#5. Tag your Flow sends with topics

Available onBIP Full

In Flows, each send node can carry topics. Anyone who turned off that topic in the portal doesn't receive that send.

1. In Flows, open a flow and click a Send Email, Send WhatsApp or Send Webhook node.
2. Under Topics, turn on the topics for that send. A weekend offer, for example, gets Promotional.
3. Save the flow.

Available on BIP Full — talk to us.

dash.bip.marketing/…/flows/…

Screenshot coming soon

#Reference

#What the contact sees in the portal

#Default topics

The names, icons and descriptions below are those of a namespace created in English. The ID doesn't change when you rename the topic, and it's what appears in Unsubscribed Topics and in the CSV.

#Where to see opt-outs

#Consent best practices

BIP handles the way out. The way in is up to you. These practices help keep your list in line with data protection laws such as Brazil's LGPD:

• Ask for clear consent. Say what the person will receive, through which channels and how often, before adding them.
• Ask per channel. Permission for email doesn't count as permission for WhatsApp. WhatsApp requires the person to have agreed to receive messages from your business.
• Record the source. BIP stores each contact's creation date and first source. When you import, use a batch tag that says where the list came from, such as expo-april-2026.
• Don't use third-party lists. Send only to people who signed up with your brand.
• Honor requests made through other channels. If someone asks to opt out by phone or at the counter, apply the do-not-contact tag and use the Tags → Does not include any → do-not-contact rule in your segments.
• Speak your leads' language in your topics. Clear names and descriptions prevent a global opt-out from someone who only wanted fewer promotions.

These guidelines are a starting point. For legal decisions, talk to whoever handles data protection at your company.

#Ready to copy

#Consent text for forms

Use it next to an unchecked checkbox, on a form, a sign-up page or your Wi-Fi.

I want to receive news and offers from Padaria Aurora by email and WhatsApp. I can change my preferences or opt out at any time through the link in the email footer or by blocking the messages on WhatsApp.

I want to receive Padaria Aurora's newsletter and promotions by email. I can opt out at any time through the link in the footer of each message.

#Privacy policy excerpt

Marketing communications: with your consent, we use your name, email address and phone number to send you news, offers and event invitations from Padaria Aurora by email and WhatsApp. You choose what you receive: every email has a "contact preferences" link in its footer, where you can opt out of all messages, of a channel or of a subject. On WhatsApp, you can also block our marketing messages in the app itself. For any other request about your data, contact [contact email].

#Topic descriptions

Paste these into Settings → Topics, in each topic's Description field:

Newsletter: a monthly roundup of what's new at the bakery.
Promotional: weekly deals and discount coupons.
Product Updates: new breads, seasonal flavors and what's back on the menu.
Customer Feedback: quick surveys to improve our service.
Event: classes, tastings and special dates at the store.

#Frequently asked questions

#Can I remove the preferences link from the footer?

No. BIP includes the link in every email sent to a contact. It's what guarantees the person can always change what they receive.

#How does a contact opt out of WhatsApp if they have no email address?

Through WhatsApp itself: when they block marketing messages from your business, Meta notifies BIP, which records the WhatsApp channel opt-out right away.

#Can someone who opted out come back?

Yes. In the portal, the person turns back on whatever they want and clicks Save Preferences. On WhatsApp, they just accept marketing messages from your business in the app again.

#Do contacts who opted out stay in my base?

Yes. An opt-out doesn't delete the contact: they stay in Leads, with their history, and BIP only stops sending what they declined.

#See also

• Campaigns: one-time, recurring and API-triggered
• Connect WhatsApp Business to BIP
• Import contacts from a spreadsheet
• Segments: the 10 criteria to filter contacts
• Account and team: namespaces, invitations and roles