Integrated Onboarding
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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 .
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.
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:
A 360dialog-branded Signup Page, where the client will submit their information to create an account
Embedded Signup, where the client will log in their Business Manager account and register their WABA and phone number
Permission screen, where the client will give you permission to manage their channels (only required if using Direct Payment)
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:
A 360dialog-branded Signup Page, where the client will submit their information to create an account
Embedded Signup, where the client will log in their Business Manager account and register their WABA and phone number
Permission screen, where the client will give you permission to manage their channels (only required if using Direct Payment)
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 the details about this option:
When triggering Integrated Onboarding, different URL parameters allow you to preselect different settings or customize the flow whenever you need.
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
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
string
Yes, as part of the number setup
No
connect_client_user
true
string
Yes, as part of the number setup
No
Effective January 2024, 360dialog will not issue billing correction notes due the misuse of the plan_selection parameter and charges will be applied in accordance with the agreed-upon financial terms and the parameters used during onboarding.
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.
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.
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:
In the specific case this would result for example in the following method:
The permission screen is optimized to be opened in a popup without controls and a size of 600 px (width) by 900 px (height).
Default: regular
basic value is only available to
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 .
Independently of the development language you’re using, you should be able to use the browser’s open() method of the interface. It follows the syntax: