Knowledge Base - Marketing Master IO

Creating a WhatsApp Cloud API account

With WhatsApp Cloud API, you can use WhatsApp API "D.Y.I." without having to pay extra for third-party BSP services such as 360Dialog.

Table Of Contents:

Requirements:

To create your WhatsApp cloud API account, you need to have the following:

  1. Meta/Facebook App

  2. Meta/Facebook Business Account

Already have a Facebook App? Jump to Configure WhatsApp Product section.

Creating Facebook App:

If you don't have a Facebook/Meta App yet, refer below steps how to create one.

1. Go to All Apps - Facebook for Developers

2. Click on Create App

Click on Create App

3. Select "Business" as the app type

Select "Business" as the app type

4. Click on Next

Click on Next

5. Type your display name

Type your display name

6. Type your app contact email

Type your app contact email

7. Select the Business Account you want to link your app

Select the Business Account you want to link your app

8. Click on Create app

Click on Create app

9. Type password

Type password

10. Click on Submit

Click on Submit

11. Click on Submit

Click on Submit

12. (Case to case basis) Enter App Auth if enabled

(Case to case basis) Enter App Auth if enabled

13. Click on Confirm

Click on Confirm

14. Click on Continue

Click on Continue

Configure your App's WhatsApp Product

In order to your WhatsApp cloud API, you need to add and set-up a WhatsApp product integration

15. Click on Add Product

Click on Add Product

16. Find WhatsApp…

Find WhatsApp…

17. Click on Set up

Click on Set up

18. Click on Configuration under WhatsApp product set-up

Click on Configuration under WhatsApp product set-up

19. Click on Configure a webhook

Click on Configure a webhook

20. Paste the URL below in Callback URL field

https://server.marketingmaster.io/apis_whatsapp/cloud_webhook_callback

Paste "https://server.marketingmaster.io/apis_whatsapp/cloud_webhook_callback" into Callback URL

21. Paste the text below in Verify Token field

HQ2DT3WRF9tEcLeYrKAx54aUZgzby6NkPSwu

Paste "HQ2DT3WRF9tEcLeYrKAx54aUZgzby6NkPSwu" into Verify Token field

22. Click on Verify and Save

Click on Verify and Save

23. Click on Manage

Click on Manage

24. Click on Subscribe on all Webhook fields

Click on Subscribe on all Webhook fields

25. Click on Done

Click on Done

Creating a Permanent Access Token

Permanent access token is necessary so you don't have to worry about expired token errors. Using permanent token also allows you to get your WhatsApp templates.

26. Click on App Dashboard menu

Click on navicon…

27. Click on Business settings

Click on Business settings

28. Click on System user

Click on listitem

29. If you don't have an existing system user, then create a new one by clicking "Add". But if you already have a system user, process to step 33.

Click on Add

30. Type your System user name

Type your System user name

31. Choose "Admin"

image.png2. Click on Create system user

Click on Create system user

33. Select your System User

Select your System User

34. Click on Add Assets

Click on Add Assets

35. Click on Assign Access to Apps

Click on Assign Access to Apps

36. Select the your newly created App

Select the your newly created App

37. Check Full Control under Manage App

Check Full Control under Manage App

38. Click on Save Changes

Click on Save Changes

39. Click on Done

Click on Done

40. Click on Generate new token

Click on Generate new token

41. Click on Select your App

Click on Select an app

42. Tick/Check all available fields

Tick/Check all available fields

43. Click on Generate token

Click on Generate token

44. Copy the generated Access Token

Copy the generated Access Token

45. Click on OK

Click on OK

Creating a Test account via WhatsApp Cloud API account in MMIO

Once you have all the steps required to create your WhatsApp cloud API account, it's now time to create your Test WhatsApp account in MMIO.

Test Phone numbers can send unlimited messages to a limited phone numbers that you register.

46. Go to MMIO Dashboard

47. Go to WhatsApp -> Accounts

Go to WhatsApp -> Accounts

48. Click on Create WhatsApp Account

Click on Create WhatsApp Account

49. Click on Use WhatsApp Cloud API

Click on Use WhatsApp Cloud API

50. Click on CONFIRM

Click on  CONFIRM

51. Type your WhatsApp account name

Type your WhatsApp account name

52. Go back to your newly create App Settings to get the required details

Go back to your newly create App Settings

53. Select "Getting Started" under your App's WhatsApp product setup

Select "Gettings Started" under your App's WhatsApp product setup

54. Copy your phone_number, phone_number_id and business_id from your App's WhatsApp set-up details. This will create a test account.

See below:

image.png

  1. Add your System user Access token in the api_key field:

    image.png

57. Click on VALIDATE AND SAVE

Click on VALIDATE AND SAVE

58. Click on OK

Click on OK

Creating a Production account via WhatsApp Cloud API account in MMIO

When you’re ready to use your app for a production use case, you need to use your own phone number to send messages to your users.

Production phone numbers can send messages to any phone numbers - but is subject to rate limits.

When choosing a phone number, consider the following:

  • If you want to use a number that is already being used in the WhatsApp customer or business app, you will have to fully migrate that number to the business platform. Once the number is migrated, you will lose access to the WhatsApp customer or business app.

  • Once you have chosen your phone number, you have to add it to your WhatsApp Business Account.

  1. Go to your app dashboard

Click on heading

  1. Click on WhatsApp setup

Click on heading

  1. Click on "Get Started"

Click on listitem

  1. Click on Add Phone Number

Click on Add Phone Number

  1. Type your WhatsApp Business Profile display name

Type "Smaartr IO"

  1. Select Timezone

Click on option

64. Choose category

Click on option

  1. Add description

Click on Business description

  1. Click on Next

Click on Next

  1. Add your phone number

Type "9205675081"

  1. Click on Next

Click on Next

  1. Verify your phone number

Type "6"

  1. Click on Next

Click on Next

  1. Copy your phone_number, phone_number_id and business_id from your App's WhatsApp set-up details. This will create a test account.

See below:

image.png

  1. Add your System user Access token in the api_key field:

    image.png

  2. Click on VALIDATE AND SAVE

Click on VALIDATE AND SAVE

  1. Click on OK

Click on OK

Done! Congrats!

You have created your WhatsApp Cloud API account. You can now create your own WhatsApp automations.