How to Create a WhatsApp Business Account: Requirements and Step-by-Step Guide

Introduction

Creating a WhatsApp Business Account enables your organization to connect with customers efficiently, enhance customer service, and expand your reach. However, the process can be challenging if your Meta Business Suite isn't properly configured. This guide outlines the requirements and provides step-by-step instructions to help you set up your WhatsApp Business Account successfully.

Requirements

Before you begin, ensure you meet the following requirements:

1. Meta Business Suite and Business Manager Account

   • Action: Create a business portfolio in Meta Business Suite and Business Manager.
   • Resource: Create a Business Portfolio in Meta Business Suite and Business Manager

2. Business Verification

   • Action: Verify your business on Meta to access all features and capabilities.
   • Resource: How to Verify Your Business on Meta

3. WhatsApp Business Solution Provider (BSP)

   • Action: Partner with an official BSP to support the technical integration of the WhatsApp Business Platform.
   • Resource: Find a WhatsApp Business Solution Provider

Steps to Create a WhatsApp Business Account

There are two primary methods to create your WhatsApp Business Account:

Method 1: Embedded Signup with Messangi (Recommended)

This method allows you to sign up directly through Messangi's platform, our trusted Business Solution Provider.

Steps:

1. Access Messangi's Platform

   • Action: Log in to your Messangi account.
   • Resource: Messangi Platform Login

2. Initiate Embedded Signup

   • Navigate to the WhatsApp Business section within your Messangi account.
   • Click on "Embedded Signup" to begin the process.
   • Resource: Messangi's Embedded Signup Guide

3. Login with Facebook

   • Click on "Login with Facebook" within the Messangi platform.
   • Use your existing personal Facebook account to log in (new personal accounts may not be approved).

4. Link or Create a Business Account

   • Link to an existing Facebook Business Account or create a new one.
   • This account will be associated with your WhatsApp Business Account.

5. Provide Business Information

   • Enter your legal business details as requested.

6. Set Up Business Profile

   • Create or link a WhatsApp Business profile.
   • Include your display name, business category, and a description.

7. Register Phone Number

   • Provide a phone number not previously used with WhatsApp or WhatsApp Business apps.
   • Verify the number via a code sent through SMS.

8. Complete Setup

   • Follow any additional prompts within Messangi to finalize the setup.
   • Note: Refer to Messangi's Detailed Guide for step-by-step instructions with screenshots.

9. Start Messaging

   • Upon completion, you can immediately start messaging customers through Messangi's platform.

Important Notes:

• Messangi Support: If you encounter issues, reach out to Messangi's support team for assistance.
• Account Verification: If you can't send messages, confirm with Messangi to ensure your account setup is complete.

Method 2: On Behalf Of (OBO) Onboarding

Use this method if you prefer not to use the embedded signup or if your BSP doesn't offer it.

Prerequisites:

• Have a Meta Business Manager account set up for your business.
• Complete your business profile in Business Manager.
• Provide your Business Manager ID to your BSP.

Steps:

1. Receive Messaging Request

   • Your BSP will send a "Messaging On Behalf Of" request to your Business Manager account.

2. Approve Request

   • Log into Meta Business Manager.
   • Navigate to "Business Settings" > "Requests".
   • Find the request under the "Received" tab and click "Approve".

3. Start Messaging

   • After approval, you can start messaging customers on the WhatsApp Business Platform immediately.

Note: You can respond to unlimited customer-initiated conversations and send business-initiated messages to up to 50 unique customers.

Important Considerations

• Business Verification Not Immediately Required: As of May 2, 2022, you can start messaging customers without completing business verification and display name review.
• For BSPs: If you're a BSP setting up accounts for clients, create the WhatsApp Business Account in your Meta Business Manager and follow additional steps outlined by Meta.
• Developing for Your Own Business: If you're not using a BSP, refer to the WhatsApp Developer Documentation to create your account.

Useful Links

• Create a Business Portfolio: Meta Business Suite and Business Manager Setup
• Business Verification: Verify Your Business on Meta
• Messangi's Embedded Signup Guide: Embedded Signup with Messangi
• WhatsApp Developer Documentation: WhatsApp Business Platform Docs

Conclusion

By following this guide and ensuring all requirements are met, you can smoothly set up your WhatsApp Business Account through Messangi's platform. This will enable your business to engage with customers effectively, providing a platform for enhanced communication and customer satisfaction.

Need Help?

• Messangi Support: If you need assistance during the setup process, contact Messangi Support.
• Meta Support: For issues related to Meta Business Manager, visit the Meta Business Help Center.