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WhatsApp Starting Guide - META WhatsApp for Business account

Updated over a week ago

Before you can start with RMA WhatsApp, you need a WhatsApp for Business account from META.

In this article we will offer you 2 different ways to get your WhatsApp for Business Account ready to go. For a complete overview, please watch the video attached to the bottom of this article so you can easily follow the steps. (Dutch)

1. Create a WhatsApp for Business Account - from scratch

  1. Login or Sign-up for a personal META account and make sure your personal account is added to your META Business Suite.
    Login or sign-up here.

  1. Go to the [Settings] from your Company Portfolio and click on [WhatsApp accounts]

  2. There won't be any accounts showing in this overview if you haven't had a WhatsApp Business Account in the past.

  3. Add a new WhatsApp Business Account

    1. Click on [add] in the upper corner and click on [create a new WhatsApp Business Account]

    2. Add your Company name and the Category "Professional services".

    3. Select the phone number that you would like to use.

      1. You can create a virtual number. This number won't be approved by META and gives you limited messages, but is a great way to start testing your workflows and setting up WhatsApp templates.

      2. Add a new number. If you already have a number that is NOT connected to another WhatsApp provider, you can easily add your number.

      If you don't have phone number yet, Click here to read how to get a phone number.

  4. Your account is now created.

  5. Click on the button to add a payment method and click on [Add] your payment method.
    Pick one of the two options and continue

  6. Go back to the overview of your WhatsApp Business Accounts and click on [WhatsApp configuration] on the right corner. Here you are able to view your number and/or add another number if you chose to start with a virtual number.

2. You are already working with WhatsApp from a different provider

  1. Sign into your META business Suite

  2. Go to [Settings] and click on [WhatsApp Accounts]

  3. Create a new WhatsApp Business Account, even if you are already using another one.

  4. Adding a phone number

    Choose a virtual number if your current number is still in use by another provider and you want to transfer it later on.
    This might take some time and a virtual number makes you able to start working with RMA and WhatsApp templates asap.

    If you want to create a new phone number, get your guide here

    If you want to transfer your number:
    Ask your current provider to disconnect your phone number.
    Once the provider gives you the confirmation about the number being free; you can delete/disconnect the number from your old WhatsApp Business Account and add the number to your newly created WhatsApp Business Account.

Finished one of the 2 options above? Great!

Proceed by connecting RMA to your newly created WhatsApp Business Account

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