Addons
Embedded Signup
Addons
Embedded Signup
Embedded Signup is only available to exclusive licenses. You also need to get verified as a Tech provider or partner by Meta
1. How to setup Embedded signup
The tutorial describes using a temporary access token. We recommend adding a permanent access token instead to avoid issues with sending and receiving messages.
Creating a permanent Token
To obtain a permanent access token that doesn’t expire after 23 hours, follow these steps:
- Navigate to the Business settings of the Business your app is registered with on the Meta/Facebook Developer Dashboard. Click on the Business name, which appears as a blue link.
- Then in the Sidebar navigate to Users > System Users Click “Add”
- Add a “System Username” and choose a role.
- Click “Add Assets”
- Go to “Apps”, select the app and enable the “Manage App” option and save changes.
- Click “Generate Token” and choose the App you want to generate a token for.
- From available permissions choose “whatsapp_business_messaging” and “whatsapp_business_management” and click “Generate token”.
Use the generated “Access token” instead of the “Temporary token” that was provided before.
2. End To End business onboarding
- Create business portfolio and WhatsApp Business Account via Embedded Signup
- Your users will use the Embedded Signup flow on your website to login with Facebook and create a portfolio and WhatsApp Business Account
Embedded Signup Process
- Your users will accept WhatsApp and Meta Terms of Service
- They will create a new business portfolio or select an existing portfolio
- For existing portfolios, they will have to create a new WhatsApp Business Account and for new portfolios, a WhatsApp Business Account with the same name will be created
- Users will then create a WhatsApp Business Profile with a phone number
- Next they will have to verify the number with an OTP code
- Make sure your users use a number that is not registered on WhatsApp already
Success View for user
- Once the user finishes the flow, they can navigate to
Settings > whatsappto see their Whatsapp account settings.
Business Verification
- Your user’s business will also have to go through the verification process so we recommend you guide them through it
Payment Setup
- Your users must pay Meta directly, so they must add a payment method to their WhatsApp Business Account. To do this, instruct them to go to the Business Settings panel in the Meta Business Suite, select their WABA, and click the Settings tab. There they can add a payment method. Business Settings URL: https://business.facebook.com/settings/whatsapp-business-accounts/