Before You Start
Things you need to know:
You must have:
A Facebook profile and admin access to your Facebook Business Portfolio.
A phone number to create a WhatsApp account.
You must read and understand the following WhatsApp policies:
Public preview
This feature is currently in public preview.
Create a new WhatsApp account
First up, if you don't already have one, you must create a WhatsApp account. You can do this in Dotdigital.
Verify your Business Portfolio
You must verify your Business Portfolio. Verification involves submitting your business details for review by Meta.
Edit your WhatsApp Profile
Your WhatsApp Business profile allows you to display key information about your company, such as your business name, address, category, description, email, and website. To edit, go to WhatsApp Manager > Account tools > Phone numbers > Profile.
Get Blue tick verification
The WhatsApp Blue Tick verification badge appears next to your business name on WhatsApp, indicating that your account is authentic and official.
Understand WhatsApp messaging limits
WhatsApp imposes messaging limits to maintain quality interactions and prevent spam. You should be familiar with these limits to manage your business communications effectively.
Create an auto-responder for WhatsApp
Auto-responders enable you to send automated replies across multiple channels, effortlessly enhancing customer engagement and satisfaction.
Manage WhatsApp subscription status
Manage consent for WhatsApp subscribers by gathering opt-ins, learning how contacts can opt-out and viewing a contact's subscription status.
Create message template
Use templates to start conversations with customers who haven't messaged you in the last 24 hours and must be approved before use.
Create and send a WhatsApp campaign
Campaigns on WhatsApp let you send a single message to multiple recipients simultaneously, ideal for marketing and updates.