Already have a WhatsApp number and want to use it with iAdvize? This guide walks you through the process of linking your number to the platform from the initial setup to customizing your WhatsApp Business profile.
1. Associate your number with iAdvize
After selecting the project for which you want to activate WhatsApp in the iAdvize back office, go to Settings > Advanced settings. Choose WhatsApp from the drop-down menu.
Click on Add business account:
- Enter your account name. This name will be the one shown on your business profile in WhatsApp, and thus displayed to visitors who send messages.
- Select the country of the number. Enter the phone number you have without the country code.
- Select the System language. This language will be used to send template messages to the visitor, click here to learn more. This language does not apply to the agent who will process the conversation, nor to the visitor who will send messages.
- Click "Continue" to associate iAdvize with your Facebook account and attach the WhatsApp account to your organization in Meta.
A Meta window opens in addition to the iAdvize page. Meta will ask you for some information to create and customize your account.
Follow the steps and fill them in with the information relevant to you.
Fill in your phone number.
You are free to select the verification channel of your choice (call or SMS).
Ensure, however, that you are able to intercept the call or SMS immediately.
2. Customize your WhatsApp Business profile
By clicking on Edit, you will access the space where you can customize the look & feel of your WhatsApp account:
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Add your website URL.
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Edit the “About” message, which is a short description that appears on WhatsApp for users who search for your business in their WhatsApp contacts.
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Choose and upload the image that will serve as the background for your business profile. Once uploaded, iAdvize will show you a preview of this image.
3. Account validation
Once your account is approved, this green box will appear: