Step 1: Start the Setup in HelloSend  

1. Go to Channels > WhatsApp
2. Click Connect to begin the integration.

Step 2: Connect to Facebook  

1. You’ll be redirected to Facebook.
   1. If already logged in, you can continue with your Facebook account or log in with a different account.
2. Click Get Started to allow HelloSend access to manage your WhatsApp account through Facebook.

Step 3: Enter Business Information  

• Fill in your business details, including:
  1. Business Name
  2. Business Email Address
  3. Business Website
• Click Next to continue.
  1. Note: If you have a Facebook Business Manager Account, you can proceed with it.

Step 4: Choose or Create a WhatsApp Business Account  

• Select an existing WhatsApp Business Account or create a new one.
• Create or select a business profile, and click Next.

Step 5: Set Up Your WhatsApp Business Profile  

• If creating a new profile, enter:
  1. WhatsApp Business Account Name
  2. Display Name
  3. Business Category
• Click Next.

Step 6: Verify Your Phone Number  

• Enter the phone number you want to use for WhatsApp Business.
• Choose a verification method:
  1. Text Message or Phone Call.
• Enter the verification code received and click Next.
  1. Note: If using an existing number, ensure it is removed from any current WhatsApp account first. See Migrating an Existing WhatsApp Number for details.

Step 7: Review Permissions and Complete Setup  

• Review the required permissions and click Continue.
• Finalize the setup. Meta will review your business, but you can start using the number immediately for business conversations.

Step 8: WhatsApp Templates

• Once the WhatsApp number is successfully connected, click on "Add Templates" to import the WhatsApp template into HelloSend.

• Click "Add Template," then select the WhatsApp checkbox and create a WhatsApp template.

• Once the template is added, the edit option becomes available.

• Once a template is added or edited, it appears in the table.

• After adding the template, navigate to the channel page.