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This guide walks you through everything you need to set up WhatsApp for your business and start messaging your customers.

You must have a Facebook profile and admin access to your Facebook Business Portfolio.

You need a phone number to create a WhatsApp account.

You must be an account admin in Dotdigital or a managed user with the Can manage account permission.

You must read and understand these WhatsApp policies:

- <a href="https://business.whatsapp.com/policy" rel="nofollow noopener noreferrer" target="_blank">WhatsApp Business Messaging Policy</a>
- <a href="https://www.whatsapp.com/legal/messaging-guidelines" rel="nofollow noopener noreferrer" target="_blank">WhatsApp Messaging Guidelines</a>
- <a href="https://www.facebook.com/business/help/757569725593362" rel="nofollow noopener noreferrer" target="_blank">Display Name Guidelines.</a>

- You must have a Facebook profile and admin access to your Facebook Business Portfolio.
- You need a phone number to create a WhatsApp account.
- You must be an account admin in Dotdigital or a managed user with the Can manage account permission.
- You must read and understand these WhatsApp policies:
 - <a href="https://business.whatsapp.com/policy" rel="nofollow noopener noreferrer" target="_blank">WhatsApp Business Messaging Policy</a>
 - <a href="https://www.whatsapp.com/legal/messaging-guidelines" rel="nofollow noopener noreferrer" target="_blank">WhatsApp Messaging Guidelines</a>
 - <a href="https://www.facebook.com/business/help/757569725593362" rel="nofollow noopener noreferrer" target="_blank">Display Name Guidelines.</a>

This feature is currently in public preview.

Create account → Verify business → Edit profile → Get verification badge → Understand limits

Complete these steps to create and verify your WhatsApp Business account:

<a href="https://support.dotdigital.com/en/articles/9929129-connect-whatsapp-to-dotdigital">Create a new WhatsApp account</a> You can do this directly in Dotdigital.

<a href="https://support.dotdigital.com/en/articles/9929136-verify-your-business-portfolio">Verify your Business Portfolio</a> Submit your business details for review by Meta.

<a href="https://support.dotdigital.com/en/articles/11738766">Edit your WhatsApp profile</a> Add key information about your company, including business name, address, category, description, email, and website.

<a href="https://support.dotdigital.com/en/articles/10485750-verify-your-whatsapp-account-and-get-the-blue-tick">Get Blue tick verification</a> The WhatsApp Blue Tick verification badge appears next to your business name, showing that your account is authentic and official.

<a href="https://support.dotdigital.com/en/articles/10485811-understanding-whatsapp-messaging-limits">Understand WhatsApp messaging limits</a> WhatsApp imposes messaging limits to maintain quality interactions and prevent spam. You should be familiar with these limits to manage your business communications effectively.

1. <a href="https://support.dotdigital.com/en/articles/9929129-connect-whatsapp-to-dotdigital">Create a new WhatsApp account</a> You can do this directly in Dotdigital.
2. <a href="https://support.dotdigital.com/en/articles/9929136-verify-your-business-portfolio">Verify your Business Portfolio</a> Submit your business details for review by Meta.
3. <a href="https://support.dotdigital.com/en/articles/11738766">Edit your WhatsApp profile</a> Add key information about your company, including business name, address, category, description, email, and website.
4. <a href="https://support.dotdigital.com/en/articles/10485750-verify-your-whatsapp-account-and-get-the-blue-tick">Get Blue tick verification</a> The WhatsApp Blue Tick verification badge appears next to your business name, showing that your account is authentic and official.
5. <a href="https://support.dotdigital.com/en/articles/10485811-understanding-whatsapp-messaging-limits">Understand WhatsApp messaging limits</a> WhatsApp imposes messaging limits to maintain quality interactions and prevent spam. You should be familiar with these limits to manage your business communications effectively.

Once your WhatsApp account is set up and connected with Dotdigital, you can start messaging your customers.

Collect WhatsApp subscribers → Create message template → Send WhatsApp campaign

<a href="https://support.dotdigital.com/en/articles/11008543-manage-whatsapp-consent">Collect WhatsApp subscribers</a> Manage consent for WhatsApp subscribers by gathering opt-ins and ensuring contacts can opt-out when needed.

<a href="https://support.dotdigital.com/en/articles/10079199-create-a-message-template-for-whatsapp-business">Create message templates</a> Use templates to start conversations with customers who haven't messaged you in the last 24 hours. Templates must be approved before use.

<a href="https://support.dotdigital.com/en/articles/10079205-send-a-broadcast-campaign-on-whatsapp">Create and send a WhatsApp campaign</a> Campaigns on WhatsApp let you send a single message to multiple recipients simultaneously, ideal for marketing and updates.

1. <a href="https://support.dotdigital.com/en/articles/11008543-manage-whatsapp-consent">Collect WhatsApp subscribers</a> Manage consent for WhatsApp subscribers by gathering opt-ins and ensuring contacts can opt-out when needed.
2. <a href="https://support.dotdigital.com/en/articles/10079199-create-a-message-template-for-whatsapp-business">Create message templates</a> Use templates to start conversations with customers who haven't messaged you in the last 24 hours. Templates must be approved before use.
3. <a href="https://support.dotdigital.com/en/articles/10079205-send-a-broadcast-campaign-on-whatsapp">Create and send a WhatsApp campaign</a> Campaigns on WhatsApp let you send a single message to multiple recipients simultaneously, ideal for marketing and updates.

Your WhatsApp Business account is now ready to use. You can start creating campaigns and engaging with your customers through WhatsApp messaging.

Set up your WhatsApp Business account and start sending campaigns.

The WhatsApp getting started checklist

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The WhatsApp getting started checklist

Before You Start

Public preview

Set up your WhatsApp account

The process:

Start sending WhatsApp campaigns

The process:

Next steps