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)

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)

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:

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.

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).

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