Introduction
Setting up a WhatsApp Business Account is essential for companies aiming to improve customer engagement and service delivery.
It allows you to communicate instantly with your audience on one of the world’s most popular messaging apps.
However, many businesses struggle with the setup due to misconfigurations in Meta Business Suite.
This guide simplifies the process and shows you how to create your WhatsApp Business Account through Messangi’s platform.
Key Takeaways
- âś… A Meta Business Suite and verified Business Manager account are required.
- âś… Messangi offers an Embedded Signup method that simplifies the onboarding process.
- âś… Two setup methods are available: Embedded Signup (recommended) or On Behalf Of (OBO) onboarding.
- âś… Business verification is not mandatory to start messaging, but may be required later for full access.
WhatsApp Business Account Setup Requirements
Before getting started, make sure you meet the following prerequisites:
1. Meta Business Suite & Business Manager Account
Action: Create your business portfolio via Meta Business Suite.
Resource: Create a Business Portfolio in Meta
2. Business Verification
Action: Verify your business to access all WhatsApp Business Platform features.
Resource: Verify Your Business on Meta
3. WhatsApp Business Solution Provider (BSP)
Action: Choose an official BSP like Messangi to handle integration and support.
Resource: Find a WhatsApp Business Solution Provider
Method 1: Embedded Signup with Messangi (Recommended)
Messangi, a trusted BSP, offers an Embedded Signup method that simplifies your setup journey.
Step-by-Step Instructions:
1. Access Messangi’s Platform
Log into your Messangi account.
2. Start the Embedded Signup
- Navigate to the WhatsApp Business section.
- Click on Embedded Signup to begin the process.
- Follow the prompts in Messangi’s Embedded Signup Guide.
3. Log in with Facebook
Use your existing personal Facebook account. (Note: New Facebook accounts may not be approved.)
4. Link or Create a Business Account
- Connect to an existing Facebook Business Account or create one during the signup.
- This will be tied to your WhatsApp Business profile.
5. Enter Legal Business Information
Input your company’s official details as requested.
6. Set Up Your Business Profile
- Add your display name, business category, and a short description.
- Create or link a WhatsApp Business Profile.
7. Register Your Phone Number
- Use a phone number not already registered with WhatsApp or WhatsApp Business.
- Verify via SMS code.
8. Complete the Setup
- Finalize remaining steps in the Messangi dashboard.
- You can now start messaging customers instantly!
đź’ˇ Need Help? Contact Messangi Support if you experience any issues.
Method 2: On Behalf Of (OBO) Onboarding
This method is an alternative for businesses that prefer not to use Embedded Signup.
Prerequisites:
- A fully configured Meta Business Manager account.
- Complete business profile information.
- Share your Business Manager ID with your BSP.
Steps:
1. Receive Messaging Request
Your BSP will send a “Messaging On Behalf Of” request to your Business Manager.
2. Approve the Request
- Go to Business Settings > Requests
- Under the “Received” tab, find and approve the request.
3. Start Messaging
Once approved, your account will be ready to send messages to customers.
âś… You can reply to unlimited customer-initiated messages and initiate conversations with up to 50 unique users.
Important Considerations
- Business Verification Not Required to Start: Since May 2022, you can begin messaging before full verification.
- For BSPs: Create WhatsApp accounts within your Meta Business Manager and follow Meta’s additional onboarding steps.
- Not Using a BSP? Follow the WhatsApp Developer Docs for self-service setup.
Useful Resources
- đź”— Create a Business Portfolio in Meta
- đź”— Verify Your Business on Meta
- 🔗 Messangi’s Embedded Signup Guide
- đź”— WhatsApp Business Platform Docs
Frequently Asked Questions
1. Do I need to verify my business before using WhatsApp Business?
No, you can start messaging before completing business verification.
2. Can I use a personal phone number for my WhatsApp Business Account?
No. You must use a phone number not previously registered with WhatsApp.
3. Why should I choose Messangi as my BSP?
Messangi offers a streamlined Embedded Signup process, excellent support, and direct integration with Meta’s platform.
4. What’s the difference between Embedded Signup and OBO onboarding?
Embedded Signup is self-service and quicker, while OBO onboarding is handled by your BSP on your behalf.
5. How many customers can I message at the start?
You can message up to 50 unique customers with business-initiated messages before verification.
Conclusion
Setting up your WhatsApp Business Account doesn’t have to be difficult. By using Messangi’s platform and following the steps in this guide, your business can start engaging with customers quickly and professionally. Whether you use Embedded Signup or the OBO method, the key is having your Meta Business account ready and working with a reliable BSP like Messangi.
Need help during setup?
Reach out to Messangi Support or visit the Meta Business Help Center.
