Integrated Onboarding

The Integrated Onboarding solution offered by 360dialog simplifies the process of creating and adding numbers in the WhatsApp Business Account, giving you flexibility to offer your clients the best experience possible.

Partners who do not want to use an integrated flow can signup accounts with the Signup link.

Choosing the right Integrated Onboarding type for your organization depends on several factors, including your technical capabilities, resources, and specific needs for integrating with the WhatsApp Business API.

Basic Integrated Onboarding

The Basic Integrated Onboarding solution built by 360dialog allows Partners to trigger Account Creation and Embedded Signup through intuitive pop-ups with a React.js button already built by us.

Ideal for: Partners who prefer a streamlined, no-hassle setup with standard technical involvement.

The basic Integrated Onboarding will show:

1. A 360dialog-branded Signup Page, where the client will submit their information to create an account

2. Embedded Signup, where the client will log in their Business Manager account and register their WABA and phone number

3. Permission screen, where the client will give you permission to manage their channels (only required if using Direct Payment)

pageBasic Integrated Onboarding

Custom Integrated Onboarding

You can also customize the Integrated Onboarding experience by building your own trigger.

Ideal for: Partners with the capability to manage more complex integrations and who prefer to have more control over the signup experience.

The custom Integrated Onboarding will show:

1. A 360dialog-branded Signup Page, where the client will submit their information to create an account

2. Embedded Signup, where the client will log in their Business Manager account and register their WABA and phone number

3. Permission screen, where the client will give you permission to manage their channels (only required if using Direct Payment)

pageCustom Integrated Onboarding

Host your own Embedded Signup

Partners who are approved by Meta as Tech Providers have the option to host their own Embedded Signup.

Refer to the following documentation to understand details about this option:

• If you are not approved by Meta as a Tech Provider

• If you are already approved by Meta as a Tech Provider

pageHost your own Embedded Signup

Standard components

URL/Query Parameters

When triggering Integrated Onboarding, different URL parameters allow you to preselect different settings or customize the flow whenever you need.

Parameter name	Description	Values	Stored in database?	Returned in redirect?
email	User email to pre-fill the signup form	string	Yes, as part of the client setup	No
name	User name to pre-fill the signup form	string	Yes, as part of the client setup	No
number	A specific phone number to request permission for. The number has to match the existing number in the hub. It includes the country code without the leading 00/+.	number	No	No
state	Any string value that shall be passed through and returned with the redirect.	string	Yes	Yes
redirect_url	Will be used as individual redirect URL instead of the globally set one.	string (encoded)	No	Will be used as the new redirect URL
partner	Any string value that shall be stored on the client model. Can be retrieved via API as partner_payload.	string	No	No
next	Can be used to redirect clients directly to either the login form or the signup form, in case they are not yet logged in.	login / signup	No	No
hosting_type	Can be used to register phone numbers with on-premise hosting. Allowed value: onpremise	string	No	No
lang	Can be used to set the default language of the Integrated Onboarding (not including Meta’s ES) Allowed values: de, en	string	No	No
plan_selection	Can be used to set the default pricing plan for the number to be added. Will only work for partners enabled for tiered pricing. *If you are not sure of you billing plan, please reach out to our Support Team. Clients on partners with client payment will be able to change the pre-selected plan. Allowed values: basic, regular, premium Default: regular	string	Yes, as part of the number setup	No
connect_client_user	true	string	Yes, as part of the number setup	No

Embedded Signup

The Embedded Signup allows customers to log in their Meta Business Account to create new WABAs and/or register new phone numbers.

The 360dialog Embedded Signup is triggered automatically throughout the Integrated Onboarding flow. Partners can host their own Embedded Signup if they wish to, after following specific requirements from Meta.

Webhook Events

When you have a Partner API Webhook URL set, we will send different webhook events that will allow you to understand a status of a signup.

See Webhook events and notifications.

Permission Screen (direct payment only)

If your Partner Hub is set to Partner Payment, you will receive permission to manage the numbers signed up by default. If the setting is Direct Payment, the client will have to give you permission to manage the numbers. See Partner Permissions.

The /permission screen is designed to allow the client (account owner) to share this permission while still in the Integrated Onboarding. Alternatively, the client can grant permissions in their Client Hub settings

To trigger the permission screen, this route needs to be called:

https://hub.360dialog.com/dashboard/app/<partner-id>/permissions

Independently of the development language you’re using, you should be able to use the browser’s open() method of the Window interface. It follows the syntax:

open(url, target, windowFeatures)

In the specific case this would result for example in the following method:

const windowFeatures = "toolbar=no, menubar=no, width=600, height=900, top=100, left=100"
open(https://hub.360dialog.com/dashboard/app/<partner-id>/permissions, "integratedOnboardingWindow", windowFeatures)

The permission screen is optimized to be opened in a popup without controls and a size of 600 px (width) by 900 px (height).