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The WhatsApp getting started checklist
The WhatsApp getting started checklist

Use this checklist to set up and get started using your WhatsApp Business account.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

Before You Start

Things you need to know:


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.


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.


Create an opt-in form for WhatsApp

Consent for WhatsApp subscribers can be collected using a form created in Surveys, Pages, and Forms, which saves the consent as a data field.


Create an opt-out form for WhatsApp

Manage opt-out requests for WhatsApp subscribers using a form created in Surveys, Pages, and Forms, which saves the opt-out data as a data field.


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.

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