Signup step by step

How to start the account creation

If the client does not have a 360dialog Client Hub account

Make sure you have the Integrated Onboarding configured to onboard a new client.

The first page of the form will create a 360dialog Client Hub account for this client. The client needs to go through this page themselves, submitting their own email address.

If you are creating an account for your company as a Partner, please use a different email address than the one registered in your 360dialog Partner Hub account.

If the client already has a 360dialog Client Hub account

The client needs to access their 360dialog Client Hub and click on the + button on the top right of the main Hub page:

Prerequisites

To get a WhatsApp Business API Access, the client needs:

Valid phone number

This phone number must be able to receive and verify a 6 Digit PIN Code through SMS or Voice Call.

If this number has an IVR system enabled, the IVR needs to be temporarily disabled during the registration process.

Meta Business Manager with complete Business Info

The client can create a new Meta Business Account or connect to an existing one during the Embedded Signup process.

Please choose your Business Manager carefully, since it can't be changed after the number is registered.

To have an active account the client must add the company information in the Business Info section of Business Manager Settings, before or after going through the Embedded Signup. It needs to include a legal name, an address, a website, and the business phone number.

This information is used by Facebook to check compliance with the Commerce Policy. If it's not correctly set up, the account will be immediately rejected in the Commerce Policy.

Therefore, the website:

• is mandatory

• must be working

• must have a clear explanation of the company's business model

Account Creation Process

Complete the signup process

The client will need to log in to their Meta account to move forward. It's important that this Meta account has admin access to the Meta Business Manager that will manage this WhatsApp account.

Important: do not keep the signup pop-up open for more than 1 hour, otherwise the session will expire. Please ensure that you have all the prerequisites ready before starting.

WhatsApp Commerce Policy review

WhatsApp will review your WhatsApp Account to ensure it is compliant with the WhatsApp Commerce Policy. Be sure to examine the policy closely to make sure you are Business compliant.

This review will happen in the background, after the account is already live.

If the account is not approved on the WhatsApp Commerce Policy it will be immediately blocked. The business is able to appeal this decision by creating a support ticket. The business can also downgrade to WhatsApp Business App; you can find info regarding this process here.

Messaging and Phone Number Limits

After completing the number registration processes, the business will immediately be able to:

• Respond to unlimited customer-initiated conversations (24-hour messaging windows)

• Send business-initiated conversations to 250 unique customers in a rolling 24-hour period

• Register up to two (2) phone numbers, which can both be assigned to 1 WABA or split between 2 WABAss

How to increase limits: Complete Business Verification

Businesses must initiate Business Verification when they are ready to:

• Scale business-initiated conversations

• Add additional phone numbers

• Request to become an Official Business Account

And by scaling business-initiated conversations we mean using the Standard Access tier, which gives access to:

• Currently available messaging limits (1K, 10K, 100K, unlimited unique customers/day)

• More than 2 phone numbers

• An Official Business Account (OBA) - Any business that requires an OBA must complete Business Verification

Display Name review

After Business Verification is finished, WhatsApp will also approve the company's Display Name.

Display Name Guidelines are very strict, and names will often get rejected for small details or minor discrepancies between the name and the Facebook Business, website, or social media. To avoid this, make sure you thoroughly review Facebook's guidelines.

Signup flows

We have created the following flows to assist you on understanding the signup process.

Signup process when the Business Manager is unverified

Signup process when the Business Manager is verified

Billing

Billing will begin as soon as the WhatsApp Business API Client is deployed, and that is right after Embedded Signup is completed.

If for some reason the signup failed or the account will not be used, do not forget to cancel this account to avoid further charges.

Incorrect data

If you make a mistake with the Embedded Signup Onboarding Process such as:

- Number added to the wrong WABA - WABA added to the wrong FB Account - Account added but no Payment Method set

If you let us know within 14 days of registering the number we will be able to correct the mistake for you.

Possible Errors during signup

Throughout the Embedded Signing up you may face some errors that might interrupt the process. Here we will show you some topics you should keep in mind, especially if you are signing up for extra phone numbers beside the ones you already have.

Basic troubleshooting

You may go through this checklist:

1. Check Business Manager Not verified Business Managers can only have up to 2 phone numbers. So, guarantee that the correct Business Manager is ready to get the correct amount of allowed phone numbers.

2. Still not working Close the browser window and try it again, that might resolve the issue.

3. Stuck on a screen Get a screenshot of the problem you are having.

4. Open a ticket for our Support Team! Through the button "Create a new Ticket" on the 360dialog Client Hub, open a ticket explaining the issue and attach the screenshot you have. This level of detail will save the time of investigation, thus, improve the time of response.

Common Errors

You can see here Meta's guidelines and a complete table of errors, its descriptions, and solutions.

If the account was disconnected after signup

If the client went through signup and did not complete the Business Info section of the Business Manager in full, the account will be automatically disconnected after WhatsApp Commerce Policy check.

If the number was disconnected after signup, please check the Business Info section of the Business Manager. If any piece of information is missing (especially the website), the client will need to fill it and then Request a Review from Meta.

The client can request a review themselves from Meta Business Manager > Account Quality. They do not need to contact 360dialog to do this.

The Account Quality page is in the URL business.facebook.com/accountquality