WhatsApp messaging helps connect with international customers, obtain instant metrics, and simplify communications. By following these steps, you can efficiently set up WhatsApp for your clients, enhance their communication workflows, and unlock the power of social messaging within the platform.
Enabling WhatsApp #
Go to the ‘Reselling’ section on the left-hand side menu of your Agency View. Here, you can adjust your reseller price, which is the amount you charge your customers. This flexibility allows you to make a profit based on your business needs, whether it’s $1, $20, or a custom amount.
WhatsApp can also be included in your SaaS plan as an Add-On; however, you can cover the costs for clients by deploying the feature directly to their account.
Adding WhatsApp to a Sub-Account #
To deploy WhatsApp to a sub-account, access the desired account in the Sub-Accounts tab by clicking its name.
Head to the Reselling tab. By default the “Offer WhatsApp” area will open.
Ensure the option is toggled then check the box to agree to the direct deployment terms.
Confirm the deployment by clicking ‘Pay Now.’ This action will activate WhatsApp for the selected sub-account.
Confirming WhatsApp Deployment #
After deploying WhatsApp, it’s important to ensure the integration is active and properly set up. Click Switch to Sub-Account to access the account’s view.
Go to ‘Settings’ and then to the ‘WhatsApp’ section to finalize the setup. In there, you’ll be prompted to connect with Facebook to connect with your Meta integration.
Enabling the WhatsApp integration option for your customers will help you quickly add a lot of value to your offer, helping them connect through different channels and simplify the social media connection for all Meta products.
Frequently Asked Questions #
What if the ‘Deploy WhatsApp Directly’ button doesn’t work? #
Ensure you’re in the correct sub-account and have the necessary permissions. If the issue persists, contact support for assistance.
How do I know if WhatsApp is successfully deployed? #
After completing the setup, you should be able to send and receive messages via WhatsApp from your CRM account. If not, review the steps to ensure all settings are correctly configured.
Can I deploy WhatsApp without billing the client through Stripe? #
Yes. You can cover the cost for clients by deploying the feature directly to their sub-account from the Reselling tab and clicking Pay Now.
Where do I set the price I charge clients for WhatsApp? #
In the Reselling section of your Agency View, you can set your reseller price to any amount that fits your business needs.
Do I need to connect anything to finish WhatsApp setup? #
Yes. After deployment, switch to the sub-account, go to Settings > WhatsApp, and connect with Facebook to link your Meta integration.
Can WhatsApp be part of a SaaS plan? #
Yes. WhatsApp can be included in your SaaS plan as an Add-On, or deployed directly to individual sub-accounts.
