Reach a large audience of over 2 billion users worldwide.
Enhance customer engagement with personalised and automated messaging.
Boost brand visibility through a verified WhatsApp Business Account.
Public preview
This feature is currently in public preview.
Connect WhatsApp to Dotdigital
Connecting WhatsApp is a quick five-step process:
1. Start the integration
Before you start
Your Dotdigital account must have SMS Pay as you go enabled and you must be on the right package. Learn more in SMS Pay as you go.
This integration must be completed by the account admin or a managed user with the Can manage account permission.
You must have a Facebook profile and admin access to your Meta Business Portfolio.
In Dotdigital, expand the User menu, then go to Settings > WhatsApp > Manage connection.
Select Connect WhatsApp.
You might need to log in to Facebook at this point. Select Continue as...
2. Select your Meta Business Portfolio
Before you start
You must have a Facebook profile and admin access to your Meta Business Portfolio.
Select Get Started to acknowledge permission sharing.
In the Facebook popover, expand the Business portfolio drop-down menu, then select your Business Portfolio.
Select Next.
3. Create your WhatsApp Business Account and Profile
Before you start
You must create a new WhatsApp Business Account and WhatsApp Profile. You can't link an existing WhatsApp account.
For WhatsApp Business Account Name, enter the name of your Business Account.
For WhatsApp Business display name, enter the display name for your business.
This should match your business name and follow WhatsApp Business display name guidelines.
Expand the Category drop-down menu, then choose the category that best describes your business.
Enter any other requested details, then select Next.
4. Add a phone number
You can use your own number or a Meta-provided number.
Option A: Use a display name only (Meta's +1 555 number)
Before you start
You must be verified by Meta to use a Meta-provided +1 555 number.
This number can't be used to start or receive calls or texts.
This number doesn't require verification.
You can't send messages immediately from the free +1555 number. It typically takes 1 to 2 business days to be approved and for the messaging limit to be increased.
Under Add a phone number for WhatsApp, select Use a display name only.
Select Next.
Option B: Use your own number
Before you start
You must have a mobile number to receive Meta's One-Time Password (OTP) messages.
This number is visible to contacts on messages.
To use a rented UK number with WhatsApp, contact our support.
For Add a phone number for WhatsApp, select Add a new or existing number.
For Phone number, expand the region drop-down menu, and choose the region of the phone number you want to use for WhatsApp.
Enter the rest of the phone number.
For Choose how you would like to verify your number, select your verification method: Text message or Phone call.
Select Next.
Once you receive the verification code, enter the six-digit verification code into the box.
Select Next.
5. Complete the connection
Read and review the permissions related to this connection.
If you want to proceed, select Save.
When the integration is successfully complete, you see your WhatsApp account details in Dotdigital. This may take a few seconds to refresh with the connection details. If it doesn't happen automatically, refresh the page.
Check your connection status
To check the connection status of your WhatsApp to Dotdigital connection:
In Dotdigital, go to Settings > WhatsApp > Manage connection.
The connection status is displayed at the top of the page.
Understanding connection status
Status | Description |
WhatsApp connected | WhatsApp account is successfully configured and connected with Dotdigital. You can start using WhatsApp. |
The account is being verified | 1. Reload the page after five minutes.
|
Congratulations! You've created your new WhatsApp account. To start leveraging WhatsApp, continue with the Getting started checklist.
Connect an existing WhatsApp account
The fastest way to migrate WhatsApp from another tool is to remove it first, then recreate it from scratch. Your contacts won't notice the difference, and expected downtime is only two minutes.
Before you start
Things you need to know:
You can connect your existing WhatsApp Business Account to Dotdigital, but it must meet two requirements:
No line of credit from another tool
Two-step verification disabled in Meta Business Manager
If your existing account doesn't meet these requirements, you'll need to resolve them before integration.
1. Remove line of credit from another tool
You might only need to do this if your WhatsApp Business Account was linked to another provider. However, to connect your WhatsApp Business Account, it can't have a line of credit associated with another tool. Contact your current WhatsApp provider to remove any existing line of credit before connecting to Dotdigital.
Not accepted - line of credit belonging to another tool:
Accepted - no line of credit:
2. Disable two-step verification
Two-step verification must be turned off before integration.
Go to Meta Business Manager > WhatsApp Manager > Account tools > Phone numbers.
Under Two-step verification, select Disable.
3. Connect WhatsApp to Dotdigital
Follow the steps in Connect WhatsApp to Dotdigital to connect your WhatsApp.