Connecting to WhatsApp Cloud API

Things to Prepare

Before you begin setting up your WhatsApp Business Platform (API) account, ensure you have the following ready:

• Marqvia account

• Phone Number: Refer to our dedicated guide on choosing a suitable phone number for WhatsApp Business API.

• Admin access to your Meta Business Portfolio (MBM):

  • Click here to check if you have a business portfolio and how to create one if you don't.

  • Crucially, ensure you are an admin of the business portfolio.

• Confirm that your business adheres to the WhatsApp Business Messaging Policy.

1

Navigate to Channels

• Go to Settings > Channels.

• Locate the WhatsApp Cloud API option and click the Configure button.

2

WhatsApp Cloud API Pop-Up

• Select "I want to create a new WhatsApp Business API."

• Click the "Login with Facebook" button to proceed.

3

Log In to Facebook

Log in to your Facebook account that is the admin of the associated Business Portfolio.

Important Notes:

• You must be an admin of the Facebook Business Portfolio. Only admins have the necessary permissions to create WhatsApp API Business Accounts.

• Grant necessary permissions to Marqvia.

• Follow the on-screen instructions to complete the connection process.

4

Fill in Business Information

• Choose your business portfolio. If you do not have a business portfolio, you may create a new one within this step.

• Complete the required fields, such as your business name and a valid website.

What is a valid website?

A valid website should be:

• Viewable and clearly belong to your business.

• Contain information that can determine your business industry.

• Have a matching email domain and web address.

• Feature your company's name or logo.

• Click Next to proceed.

Note: Enter a valid business website, as Facebook uses this information to check compliance with WhatsApp's Commerce Policy.

5

Select WhatsApp Number

• Select "Start with a new WhatsApp phone number" for the prompt.

• Click Next to proceed

Important Note! Please do not choose "Connect your existing WhatsApp Business app" as this feature is not yet available within Marqvia.

6

Create a WhatsApp Business Account (WABA)

• Select "Create a new WhatsApp Business Account" for both prompts.

• Click Next to proceed.

7

Fill in WhatsApp Business Account (WABA) Details

Enter the following details:

• WhatsApp Business Account Name: Used for internal reference in your business portfolio.

• WhatsApp Business Display Name: This is the name that will appear on your WhatsApp profile to customers.

Click Next once the details are filled in.

8

Verify WhatsApp Number

• Select the option "Add a new number".

• Enter the phone number you wish to connect to the WhatsApp Business API. Then, select the choice to retrieve the OTP for verification.

Crucial Step: You will need to delete your WhatsApp account from the WhatsApp Messenger / WhatsApp Business app (not the app itself) before proceeding with verification. Refer to our detailed instructions on how to delete your WhatsApp account here.

Warning: Deleting your account will erase all conversation history. Contact Marqvia's Customer Support if you wish to migrate existing conversations to the Marqvia platform.

Click Next to generate an OTP for verification.

9

Complete the Setup

• Once the verification is complete, you can add a payment method immediately or choose to do it later.

• If you wish to skip, select "Finish", and you will be redirected to Marqvia.

• On the Marqvia dashboard:

  • Select Add Channel.

  • Click Finish once the channel has been successfully added to finalize the setup

Important: Ensure you click the Add Channel button before finishing. Failing to do so may require you to redo the entire setup process.