Connecting WhatsApp Business (Cloud API) via Embedded Signup

This guide walks you through connecting your WhatsApp Business account using Meta’s Cloud API Embedded Signup inside DMLY.

Follow the steps carefully to ensure a successful connection.

VIDEO GUIDE:

1. Open WhatsApp Integration

1. Log in to your DMLY account.

2. Navigate to Integrations.

3. Under the WhatsApp card, click the CONNECT button

2. Configure Embedded Signup

1. Scroll to the Configure WhatsApp via Embedded Signup section.

2. Click the Configure button.

This will initiate the Meta onboarding process.

3. Log in with Facebook (Meta)

1. Click Login with Facebook.

2. Sign in using your Meta (Facebook) account.

3. Grant all required permissions.

Important:
If you are migrating from another Solution Provider or Tech Provider, disable Two-Factor Authentication (2FA) in your WhatsApp Business Manager before proceeding. Refer to Meta’s official documentation for guidance.

4. Start the Setup Process

1. A Facebook pop-up window will appear.

2. Click Get Started to continue.

5. Enter Business Information

You will be asked to configure your business details.

1. If you already have a Meta Business Portfolio, select it.
   Otherwise, create a new one.

2. Provide your Business Website or Social Media Profile URL.

3. Select your Operating Country.

4. Click Next.

6. Choose How to Connect Your Phone Number

You will be presented with two options:

• Use an Existing WhatsApp Business App Number
  (Available only in some countries)

• Start with a New WhatsApp Phone Number

Example: Select Start with a New WhatsApp Phone Number if you are setting up a fresh number

.

7. Create WhatsApp Business Account

1. Select Create a New WhatsApp Business Account.

2. Choose Create a New WhatsApp Business Profile.

3. Click Next.

Important:
When using WhatsApp Embedded Signup in DMLY, always select Create a WhatsApp Business Account instead of linking an existing WABA already connected to another platform. Creating a new account helps prevent billing and payment-related conflicts.

8. Connect Your Phone Number

1. Select your Country Code.

2. Enter your Phone Number.

3. Choose verification method:

   • SMS

   • Phone Call

4. Enter the verification code received.

5. Click Next.

The phone number must not be actively registered on the WhatsApp or WhatsApp Business App.

9. Finalize Setup

1. Click Continue.

2. Click Add Payment to enter your payment method.

Payment Required:
Adding a payment method is mandatory to send WhatsApp template messages.

After adding your payment details, click Finish.

10. Test Your Connection

Once setup is complete:

1. Go to the Team Inbox in DMLY.

2. Send a test message.

3. Confirm message delivery.

If the message is delivered successfully, the connection is complete.

Success

WhatsApp Business (Cloud API) is now connected to DMLY.

You can now:

• Send and receive WhatsApp messages

• Create automations

• Submit and send WhatsApp templates

• Run broadcast campaigns

• Manage conversations from the unified inbox