Connect your phone number to WhatsApp

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```mediawiki Navigation: Main_Page > Account Settings > Connect your phone number to WhatsApp

Connect your phone number to WhatsApp[edit | edit source]

Introduction[edit | edit source]

Connecting your phone number to WhatsApp is a valuable feature that enables businesses to streamline customer communication and enhance relationships. By integrating WhatsApp with ActiveCampaign, you can manage conversations from a single platform, making interactions more efficient and enhancing customer engagement. This feature is especially important as it allows businesses to leverage a popular messaging app to reach clients effectively.

How to Access This Feature[edit | edit source]

To access the feature to connect your phone number to WhatsApp, you must first log into your ActiveCampaign account. The integration is part of the WhatsApp Messaging add-on, which can be purchased separately or added to your Plus, Professional, or Enterprise plans.

Step-by-Step Instructions[edit | edit source]

To connect your phone number to WhatsApp, follow these detailed steps:

  1. From your ActiveCampaign account, click WhatsApp > Settings in the left menu.
  2. On the Account config page, click WhatsApp accounts.
  3. Click Start now for either Meta option.
  4. Select the phone number origin. There are three options to choose from:
  ## Use a new number: Choose this if the number has not been used for WhatsApp, WhatsApp Business, or WhatsApp Business API. This is the simplest option and requires no additional steps.
  ## Migrate a number in use on the WhatsApp Business App: If you're moving a number currently in the WhatsApp Business App, you'll need to delete your WhatsApp account. After deletion, wait for about five minutes for Facebook to update their systems before continuing.
  ## Migrate from another Business Service Provider (BSP): If migrating from another BSP, ensure you have the necessary permissions and disable Two-Factor Authentication (2FA). You can find instructions on how to disable 2FA or contact your current BSP for assistance.
  1. Confirm that you own a Business Manager account and a website. This confirmation is critical as Facebook needs to verify that your business is legitimate. If a website is unavailable, your number may get blocked.
  2. Click the Login with Meta button to begin the onboarding process. Authorize WhatsApp to interact with your business, then click Get Started.
  3. Add your business information, then click Next.
  4. Use the dropdown fields to create or select a WhatsApp account, and then click Next.
  5. Add your WhatsApp profile details and click Next.
  6. Verify your phone number via phone call or SMS by adding the number in the provided field. Once done, select either the phone call or SMS option, and then click Next.

Your number is now connected to WhatsApp! Please note that the processing may take a few moments.

Configuration Options and Settings[edit | edit source]

- The primary configuration options during this setup process include: 

  - **Business Manager account**: A verified account required for interaction.
  - **Website ownership**: Needed for business verification by Facebook.
  - **WhatsApp account selection**: Choose or create a WhatsApp account based on the provided dropdown fields.
  - **Two-Factor Authentication (2FA)**: Must be disabled if migrating from another BSP or if already connected to WhatsApp Business API.

Best Practices and Tips[edit | edit source]

- Ensure that your WhatsApp number is dedicated only to business activities. - Regularly update your business information and WhatsApp profile details to maintain professionalism. - Monitor customer interactions and responses to optimize communication through WhatsApp. - Maintain compliance with WhatsApp policies to avoid account suspension or blocking.

Common Use Cases with Examples[edit | edit source]

- **Customer Support**: You can handle customer inquiries via WhatsApp, providing instant feedback and assistance. - **Promotions and Updates**: Share promotional messages or updates about new products directly to customers' WhatsApp. - **Feedback Collection**: Use WhatsApp to request feedback from customers post-interaction, which can enhance service delivery.

Troubleshooting[edit | edit source]

If you encounter issues during the connection process, consider the following troubleshooting steps:

- Ensure that your phone number has not been previously registered with another service. - Confirm that you have disabled Two-Factor Authentication (2FA) if migrating from another BSP. - Recheck your Business Manager account credentials and website verification. - If problems persist, refer to the Hilos help center or contact ActiveCampaign support for assistance.

Related Features[edit | edit source]

- For further enhancements in customer communication, consider integrating other tools such as Email Marketing, Automation, and CRM features offered by ActiveCampaign.

FAQ[edit | edit source]

1. What types of phone numbers can I connect to WhatsApp?[edit | edit source]

You can connect a new number, migrate a number from the WhatsApp Business App, or transfer a number from another Business Service Provider (BSP).

2. Do I need a Facebook page for my business to integrate with WhatsApp?[edit | edit source]

Yes, a verified Business Manager account and a website are required for the integration process.

3. How long does it take to connect my phone number to WhatsApp?[edit | edit source]

The connection process can take a few moments, but verification may take additional time due to Facebook's system updates.

4. Can I receive messages from customers on WhatsApp after connecting my number?[edit | edit source]

Yes, once your number is connected, you can receive and send messages to customers through WhatsApp.

5. What should I do if my number is blocked?[edit | edit source]

If your number gets blocked by WhatsApp, ensure that you have a verified website and follow WhatsApp's policies. You may also need to contact support for resolution.

6. Can I use my WhatsApp number for personal and business purposes?[edit | edit source]

It is recommended to use a dedicated number for business activities to maintain professionalism and compliance.

7. Where can I find more help if I encounter issues?[edit | edit source]

You can refer to the Hilos help center or contact ActiveCampaign support for further assistance with WhatsApp integration.

For more product documentation, visit the Hilos help center. ```

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