WhatsApp Business API – Essential Information, Tips & Onboarding Guidelines

Get started with the WhatsApp Business API. Learn important setup steps, essential platform usage tips, compliance guidelines, and best practices to maximize success with the WhatsApp Business API platform.

WABA Manager – Useful Information, Tips & Guidelines for New Users

Important Guidelines for Using WhatsApp Business API via WABAManager.com

To ensure a smooth onboarding experience and successful message delivery using the WhatsApp Business API, please follow the steps below before starting your campaigns:

Step-by-Step Onboarding Process:

  • Create Your Account on WABAManager.com:
  • Start by signing up on our platform to access your WhatsApp Business API dashboard.

  • Connect Your WhatsApp Number:
  • Navigate to the Settings > WhatsApp Settings section and connect your WhatsApp number
    Note: A valid Facebook Business account and Business Portfolio are required to link your number.

  • Complete Your Business Profile:
  • Make sure to update your profile with essential details such as your company logo, email address, website URL, and a brief business description. These details help with verification and increase trust with your customers.

  • Add Payment Method via Meta Business Suite:
  • Log in to your Facebook Business platform at business.facebook.com, and under your WhatsApp account settings, add your preferred payment method. This is required for postpaid billing and uninterrupted messaging services.

  • Complete Meta Business Verification:
  • Within your WhatsApp account section, submit documents for Meta’s Business Verification process. You’ll need at least two of the following:
    >> Trade License
    >> VAT or Tax Certificate
    >> Utility Bill
    >> Certificate of Incorporation

    Verification Timeline: Typically takes 2 business days. However, this may vary based on Meta's policies. Additional documents may be requested if required.

    Messaging Limits & Scaling Up

    After connecting your WhatsApp number, Meta initially allows 250 messages per day.
  • Once your business is successfully verified, your daily messaging limit increases to 1,000 messages/day.
  • Based on your account health, message quality score, and engagement performance, Meta may automatically increase your messaging tier to:
  • 10,000 messages/day
  • 100,000 messages/day
  • Unlimited messaging
  • (Subject to Meta’s review and compliance standards)

    Important Notes:

  • Always ensure compliance with Meta’s Terms & Conditions and WhatsApp Business Messaging Policies.
  • Keep your business profile complete and updated to avoid delays or rejections in verification.
  • Monitor your quality score to maintain eligibility for higher messaging tiers.

  • WhatsApp Business API Messaging Categories

    When using WhatsApp Business API through WABA MANAGER by Business Mind's, conversations are categorized into four main types:

  • Marketing Conversations: Perfect for generating awareness, driving sales, and re-engaging customers. Examples include new product launches, targeted promotions, and cart abandonment reminders.
  • Utility Conversations: Facilitate follow-ups on user actions. Examples include order updates, delivery tracking, payment reminders, and feedback surveys.
  • Authentication Conversations: Securely authenticate users with one-time passcodes during account verification, recovery, or other integrity checks.
  • Service Conversations: Resolve customer inquiries efficiently, ensuring high levels of satisfaction and engagement.

  • Marketing, utility, and authentication conversations must be initiated with template messages, while service conversations can begin with any non-template message.

    Understanding Conversation Duration

    Each conversation type in WABA MANAGER has a specific duration:

  • Marketing, Utility, and Authentication Conversations: Last 24 hours unless a new conversation is initiated.
  • Service Conversations: Also last 24 hours unless closed by a new conversation.
  • Free-Entry Point Conversations: Remain open for 72 hours, offering extended communication opportunities.
  • Managing Multiple Conversations

    Multiple conversations can be active simultaneously between you and a customer. This typically occurs when:

  • A marketing, utility, or authentication conversation is ongoing, and a new template message of a different category is sent within 24 hours.
  • A service conversation is active, and a template message is sent within 24 hours.
  • Free Tier Conversations

    Each WhatsApp Business Account (WABA) comes with 1,000 free service conversations per month across all business phone numbers. However, marketing, utility, and authentication conversations are excluded from this free tier.

    Maximizing Messaging Limits

    Messaging limits determine the maximum number of business-initiated conversations (e.g., those triggered by sending a marketing, utility, or authentication template) that can occur within a 24-hour period.

  • Initial Limit: 250 business-initiated conversations per day.
  • Limit Increase: Possible increases include 1K, 10K, 100K, or even unlimited business-initiated conversations.

  • To increase your limit:
  • Achieve a connected status with your business phone number.
  • Maintain a high-quality rating by adhering to WhatsApp Business Messaging Policy.
  • How to increase daily messaging limits

    If you want to increase the messaging and phone number limits, you’ll need to complete business verification or demonstrate a record of sending high-quality messages with a minimum of 1,000 conversations over 30 consecutive days.

    After you complete the business verification process, your business can:
  • Start with 1,000 unique customers in rolling 24 hours and increase to 10,000, 100,000 or unlimited per phone number.
  • Respond to unlimited customer-initiated conversations.
  • Register additional phone numbers.
  • Quality Rating & Score

    Quality rating is based on how your messages have been received by recipients over the past 30 days. It is determined by a combination of signals from conversations with customers such as block, reports and the reasons that users provide when they block.

    Improving Messaging Quality

    Your messaging quality is evaluated based on how recipients respond to your messages over the past seven days. Factors such as user blocks, reports, and feedback influence your quality rating. Maintaining high-quality messaging helps ensure a positive customer experience and keeps your messaging limits intact.

    Your quality rating is a rating based on the recent messages that your customers have received over the past 7 days. This rating is determined by the feedback from your customers, such as the reason to block your phone number and other reporting issues.

    You can find the quality rating below the Phone numbers tab in your Meta WhatsApp Manager. The Quality rating column displays the quality states, including:
    Green: High quality
    Yellow: Medium quality
    Red: Low quality

    You can become eligible for more features when your business maintains a High quality rating. When the user blocks your business, they can select a block reason, including No longer needed, Didn’t sign up, Spam, Offensive messages or No reason.

    If your quality rating is medium or low, you can hover over the rating in the WhatsApp Manager to view the insights into the block reasons if they're available. This can help your businesses understand the details around user block reasons, avoid continuing to send low quality templates and mitigate the risk of more customers blocking your phone number.

    Business Phone Numbers on WhatsApp Business API

    Your WhatsApp Business Account (WABA) requires a valid business phone number that meets these criteria:

  • Must be owned by you.
  • Should have a country and area code.
  • Must be able to receive voice calls or SMS for verification.

  • Numbers currently in use with WhatsApp Messenger or WhatsApp Business App must be deleted before they can be registered with WABA MANAGER.

    Display Name Guidelines

    A business phone number display name is the name that appears in WhatsApp Manager. It can also be displayed in WhatsApp chat thread headers, chat lists, and its profile, if the following conditions are met:

  • The business portfolio that owns the WhatsApp Business Account associated with the business phone number has completed business verification.
  • The business phone number's name_status is APPROVED.

  • Once the above conditions are met, the business phone number's verified_name (Display name in WhatsApp Manager) is displayed. Note that if a WhatsApp user has edited the business's profile name within the app, its edited name will be displayed instead.

    Don't send repeated messages to the same user. Maintain health ecosystem

    *This message was not delivered to maintain health ecosystem engagement* this error you're encountering is due to a recent policy that Meta, which restricts the delivery of certain messages to ensure a healthy engagement ecosystem.

    This typically occurs when multiple marketing message templates are sent to a WhatsApp user within a 24-hour period without receiving a response. To prevent overwhelming users, Meta limits the number of marketing messages that can be sent. After two marketing message attempts without a reply, any further messages within that timeframe will fail. To avoid this, it's important to space out your messages and wait for user responses before sending additional templates.

    How to Avoid Getting Your Number Blocked or Reported as Spam

  • Get Explicit Consent (Opt-In)
  • Before sending any messages, ensure that customers have opted in to receive communications from your business. Collect explicit consent through online forms, subscriptions, or customer interactions, and store this data securely. Avoid sending messages to users who have not granted permission, as unsolicited messages can result in blocks and reports.

  • Personalize Your Messages
  • Tailor your communication to each recipient. Personalized greetings and content relevant to the customer’s preferences show that you value their experience and are not sending generic bulk messages. Avoid using robotic or repetitive templates that may feel impersonal, as this can increase the likelihood of being marked as spam.

  • Limit the Frequency of Messages
  • Be mindful of how often you message your customers. Sending too many messages in a short period may irritate users and result in them blocking or reporting your number. Establish a reasonable messaging frequency that matches your customers' expectations—frequent enough to stay connected but not so frequent that it becomes disruptive.

  • Offer Value in Each Message
  • Ensure each message provides value to the recipient, such as exclusive offers, helpful information, or relevant updates. Messages that lack purpose or seem like unnecessary promotion are more likely to be marked as spam. Provide clear calls to action (CTAs) that are aligned with your audience's needs and interests.

  • Use Professional & Respectful Language
  • Keep the tone of your messages professional, respectful, and free from aggressive sales tactics. Pushy language or over-promoting your product may drive users to block your number. Avoid the use of all caps, excessive punctuation (e.g., !!!), or misleading claims.

  • Avoid Sending Religious or Political Content
  • Ensure your messaging complies with WhatsApp's strict policy against sending religious or political content. This type of content can quickly result in blocks or being reported as spam. Focus on business communication that is neutral and professional, adhering to WhatsApp’s terms of use.

  • Use WhatsApp Business API Properly
  • Make use of template messages for initial outreach (such as promotional messages, order updates, etc.), which WhatsApp officially approves. Sending non-approved templates can lead to blocks or penalties. Be aware of WhatsApp’s conversation categories (Marketing, Utility, Authentication, Service) and only send the appropriate messages according to the purpose.

  • Provide an Easy Opt-Out Option
  • Always include an option for customers to opt out of receiving further messages. If users feel they’re being forced to continue receiving unwanted communication, they’re more likely to block or report your number. Respect opt-out requests immediately to maintain good business practices.

  • Monitor Message Quality
  • Regularly check your WhatsApp message quality rating. WhatsApp monitors how users react to your messages (such as blocking or reporting you). If your rating drops, your account could be flagged, limited, or banned. Improve the quality of messages based on user feedback and reduce the chances of negative interactions.

  • Keep Contacts Updated & Clean
  • Regularly clean your contact list by removing inactive numbers, duplicates, or users who haven’t engaged with your messages in a long time. Sending messages to outdated numbers or disinterested users may increase the chances of getting blocked.

  • Test Your Campaigns
  • Before sending a large bulk campaign, test your messages with smaller batches to ensure they are well-received. This helps identify any issues with message quality or content that could cause recipients to block you.

  • Follow WhatsApp Policies
  • Always follow WhatsApp’s Business Messaging Policies to ensure your account stays in good standing. Violating WhatsApp policies on messaging content, frequency, or conduct can lead to warnings, suspensions, or account bans. Stay informed about any updates to these policies to ensure full compliance.

    By following these best practices, you can improve the effectiveness of your campaigns and reduce the risk of your number being blocked or reported as spam. Implementing these tips will also help build trust and long-term engagement with your customers.

    How to create high-quality business-initiated conversations

    Business-initiated conversations should be expected, timely and relevant:
  • Expected: Make sure that your customers have opted in to receive this information from your business on WhatsApp.
  • Timely: Ensure that your conversation is connected to time-bound topics, such as:
  • 1) A seasonal or other recurring event related to previous purchases.
    2) A product recently browsed or purchased within a specific interval of time.

  • Relevant: Share the personalized information with your customers based on a previous signal that is related to their interests with a clear call-to-action, such as:
  • 1) Additional information that is related to a product browsed or related to a valuable offer.
    2) Add-on products, features, or upgrades that relate to previous purchases or services used.

    Watch WABA Manager Video Tutorials – Learn WhatsApp Business API in Minutes

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