Foundational · 10 min · 200 points
Email and WhatsApp Subscriber Operations
Use shared subscriber IDs with explicit direct-marketing channels.
Open interactive lesson and quizWhat you will learn
- Use permanent subscriber identities
- Separate Email and WhatsApp consent
- Distinguish direct messaging from Social Studio
A customer has a WhatsApp number but no email address. Your team needs to store the identity and collect consent without creating an invented email.
Lesson 1
Identity and consent
Email and WhatsApp reuse the same subscriber registry. A WhatsApp identity can exist without an email address. Creating a record does not grant consent. Email and WhatsApp permissions remain separate.
Lesson 2
Available channels
Direct marketing uses Email and WhatsApp. Social Studio handles social-media marketing. SMS is unavailable; saved SMS steps require replacement before flow activation. Historical opt-out records are preserved.
Practice · Review subscriber creation
- Open Subscribers → Add subscriber
- Select Email or WhatsApp and enter the appropriate address
- Inspect the permanent ID and collect channel-specific consent