How to setup WhatsApp number?

A walkthrough on how to setup your Whatsapp number for your campaigns.

This is a one-time setup. Estimated setup time: 15 - 20 min. Following are four must-have requirements to setup the official WhatsApp Cloud APIs:

  1. Phone Number that's not currently connected with WhatsApp.

  2. Facebook Business Account ( Company KYC Documents required for verification)

  3. Website with a privacy policy url.

  4. Payment method like a credit or debit card.

Express Setup

  • Create Meta developer account and Create App & Add the Product as Whatsapp

  • Select the existing Business Manager (if you have one) or Create a new and follow the instruction and verify it.

Step 1: Create Meta account and an app for WhatsApp Cloud API

  1. Create a free Meta developer account, if you don't already have one. Follow the steps shown on screen to complete creating your account if you're doing it for the first time.

  2. Next, click on the green Create App button to create a new app.

  3. On the next page, select the Business option and click on the Next button at the bottom.

  4. On the next Provide basic information page, fill in the details and click on Create App when done.

  5. You will be redirected to your App page where you need to Add products to your app. Scroll to the bottom to find "WhatsApp" product and click Set up.

  6. On the next, WhatsApp Business Platform API screen, you will see the option to select an existing Business Manager (if you have one) or if you would like, the onboarding process will create one automatically for you. Make a selection and click Continue.

  7. You will be redirected to the Get Started page that'll look like this:

    getting-started

Step 2: Setup your phone number in WhatsApp Cloud API

  1. On this Get Started page, scroll down on the screen and click on Add phone number button.

  2. Fill in your WhatsApp Business profile details and click Next. Do not enter random dummy details here.

  3. Next, you'll need to add your phone number to use it as your WhatsApp phone number. Enter your phone number and select a verification method to verify the number.

    • NOTE: Once a phone number is setup here it'll be connected with WhatsApp Cloud API and you will not be able to use it with the mobile app.

  4. Enter the verfication code and click Next to finish adding the number.

Step 3: Configure webhooks

  1. From the left sidebar, click on Whatsapp > Configuration link.

  2. Click on the Edit button. That'll open a popup. Enter the following in the Callback URL field: https://app.salessimplify.com/campaign-webhook-receiver/api/v1/whatsapp

  3. In the Verify token field enter: MG1svJTSpyEY3JXX and click Verify and save.

  4. After this, under Webhook fields, click on the Manage button. In the popup that opens, click on the Subscribe button in front of all the fields. Subscribing to all fields is required for full integration with Sales Simplify.

  5. Click on Done to complete your Webhook setup. It should look something like this:

    cloud-api-webhook

Step 4: Generate a permanent access token

  1. Scroll to the top of the page and click on App Dashboard next to the MetaforDevelopers logo. Then open the Business Settings link in a new tab.

    business-settings-menu
  2. On the Business Settings page, in the left sidebar, click on System User under Users. Then click on Add to add a new user.

  3. Click on I Accept button if you see non-discrimation policy popup.

  4. Enter a name for your System user name (you can keep it system). Select System user role as Admin and click on Create system user.

  5. Now click on the Add Assets button. Under Select asset type click on Apps, select your app from Select assets column and then enable Full control > Manage App. Then click on Save Changes.

    cloud-api-add-assets
  6. Now click on Generate New Token button. Select your app from the dropdown and from the list of permissions under Available Permissions: select whatsapp_business_messaging and whatsapp_business_management. Then click on the Generate Token button.

  7. Copy the Access token.

    permanent-access-token

Step 5: Add payment method

  1. Now from the left sidebar go to Accounts > WhatsApp Accounts page, select your WhatsApp account from the list and click on the Settings tab.

  2. Then click on the Payment Settings button. On the Payment Settings page, click on Add payment method button.

  3. Select your Country, Currency and Payment Method and click Next.

  4. Enter your payment details and hit Save. You'll see a screen like the following after your payment method is added successfully:

    payment-details

Step 6: Change App Mode to Live

  1. Now go back to the Getting Started page which you opened earlier.

  2. On the top you'll see App Mode. Change it from Development to Live.

    change-app-mode
  3. Follow the instructions on screen if it asks you to provide additional information like Privacy Policy URL etc.

Step 7: Save and validate your credentials

  1. From the Get Started page, open the dropdown under Step 1: Send and receive messages under the From label and select the phone number you added.

  2. After selecting your phone number, the Phone Number ID and WhatsApp Business Account ID values will get updated below it. Copy those values, close this popup and paste in the form.

    select-cloud-api-credentials
  3. Also copy the Permanent Access Token that you generated earlier and paste that in the respective field.

All done! Now click on the Save and validate button to complete the setup!


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