Post-Onboarding Checklist

• WhatsApp & Facebook Page Integration: link your WhatsApp number to your Facebook Page to run Click-to-WhatsApp (CTWA) ads.

Action: Follow this Step-by-Step Guide to connect the number.

Pro Tip: You can keep the WhatsApp button hidden on your public Facebook Page until the campaign officially launches to prevent unsolicited messages.

• Update Your WhatsApp Profile: Make sure your WhatsApp Business profile is fully updated, including your profile picture (logo) business description, address, website, and business hours. This ensures a smooth review process and a professional customer experience.

Action: Follow the steps here: How to update your WhatsApp profile.

• Linking Your Ad Account: Please share the email address of the person who will be responsible for linking the ad account with your client manager. We will send them access to their email to login to 360Dialog HUB. They will be required to login and start connecting the ad account using this step-by-step guide.

They will likely receive an error message at some point during this step, which is expected in this case. We will just need your confirmation that they logged in, received the error message, and the date it occurred. From there, our devs will finalize the connection from the backend.