How to set up your WhatsApp for business?

To set up WhatsApp for business, you'll need to have a verified Facebook Business Manager account. 

If you don't have a Facebook Business Manager account, please follow the instructions from step 1. However, if you do have a verified account, feel free to go to step 6.


Table of Content

1. Create a Facebook Business Manager Account

2. Verify Your Business Manager Account

3. Provide Peakflo the information to submit a request on your behalf

4. Accept the WhatsApp Terms of Service

5. Submit Business Verification on Facebook Business Manager

6. Approve Twilio's request in Facebook Business manager


1. Create a Facebook Business Manager Account

Before creating a Facebook Business Manager account, you'll need to first set up a personal Facebook account and confirm your identity. 

This will be the account that you'll use to set up a Business Manager account.  

Follow the steps below to create a Business Manager: 

  1. Go to business.facebook.com/overview. Click on Create an account
  2. Enter a name for your business, your name, and email address.

    Please use the same email as the one you use for your personal account (or the account that you use to create a Business Manager). 

    Once done, hit Submit.
    Step 2 - enter business details (1)
  3. Confirm your email address.
    Step 3 - email confirmation
  4. Your Business Manager account is ready to go! Onto the next step.
    Step 4 - Check that your business account is created!

2. Verify Your Business Manager Account

It's important to verify your Business Manager Account before proceeding with the rest of the steps. 

To find out whether your Business Manager is verified or not, go to Settings and click on Business Info.

There you'll find your business verification status and you can click on View Details for more information as to why you're still unverified.

But don't worry. Let's find out how you can verify your Business Manager account in a couple of steps. 

Step 2

2. Click on Get Started.

3. Verification will start. You can keep track of the verification status in the Security Centre. Usually it takes 2 days for an account to get verified.

4. If your business is verified, you can check in your Business Info. There you'll see the Verified status in Business Details.

3. Provide Peakflo the information to submit a request on your behalf

This step can only be started after you have your Facebook business verified (Ref)

Information required from you

  • Client email - this email will not be used for any outreach without prior acknowledgment
  • Client company name
  • Client website address
  • Client HQ country
  • Facebook Business Manager ID
    • To locate your Facebook Manager ID: 
      • Access the Business Settings page on Facebook Business Manager.
      • Click Business Info.
      • Your ID will be listed under "Business Information."
  • Which regions are you sending messages to?
  • How many messages will you send per month during the first year with Peakflo?
  • Provide a WhatsApp message template to be sent to payers. Note that this template should go through Facebook approval. Please refer to the following guidelines: https://support.twilio.com/hc/en-us/articles/360039737753-Recommendations-and-best-practices-for-creating-WhatsApp-Message-Templates
    Peakflo previously successfully got approval for the following message template and using it has high chance of approval:
Dear {{1}},
Our records indicate that we have not yet received payment for invoice {{2}} for {{3}}. It is now {{4}} days overdue.
If you have already paid, please let us know. Otherwise, please pay the invoice as soon as possible.

Your current account balance stands at {{5}} of which {{6}} are overdue.
Please click on the {{7}} to view all your invoices or raise a dispute.

Much appreciated.
{{8}}

4. Accept the WhatsApp Terms of Service

Peakflo will send a separate Google Form after the access request has been reviewed and a pre-approval email sent.

5. Submit business Verification on Facebook Business Manager (if it was not done before)

WhatsApp requires all companies to submit Business Verification in their Facebook Business Manager account. This only has to be done once, but it is the longest part of the process.

Average processing times by Facebook are 3-7 business days, but in some regions, this can take up to 4 weeks.

Here's the process:

    1. The end customer must access the Business Settings page on Facebook Business Manager.
    2. Click on Security Center.
    3. Click to Start the Business Verification process and complete Facebook's steps. For more info, refer to Facebook's help article.
       ⚠️ If your verification button is greyed out, check the following article:
      document-16What should I do if my Business Verification button is Greyed out?

6. Approve Twilio's request in Facebook Business Manager

After we submit a WhatsApp Sender for you, you will receive a notification in your Facebook Business Manager account from Twilio. You must click to "approve" Twilio to message on your behalf. Here's the process:

  1. You must access the Business Settings page on Facebook Business Manager.
  2. Click Requests.
  3. Click "Approve" on Twilio's request.