Notice: There is no legacy documentation available for this item, so you are seeing the current documentation.
This guide will walk you through fetching WhatsApp Cloud API Details to enable the messaging for your customers. You can send out direct promotional emails, shipping status updates and more with PushEngage.
Before You Start
This guide assumes you have the WhatsApp Business App created with Meta and you have generated the tokens that are required. If you don’t already have a Meta business account set up, you can create one and generate the necessary tokens by following this guide.
Adding Phone Number & Generating Tokens
You will need to connect to your Business Contact Number if you want to start sending the messages.
1. In the quickstart screen, click Start using the API button.
2. In the API setup section, you need to use the Test number option and click on Add phone number.
3. Now you can create a WhatsApp Business profile and click on the Next button.
4. Next, you’ll provide a phone number for your WhatsApp Business. It’s important to use a number that isn’t currently active on any other WhatsApp account. If you’d prefer to use a number already linked to a WhatsApp account, you’ll first have to move that number over to your business account, which will require you to log in. Once you’ve entered the number, click ‘Next‘ so we can confirm it’s yours by sending you a text message or giving you a call.
5. Now you have to create a temporary access token initially. Click the button labeled ‘Generate access token.’ After you click it, a small modal will pop up on your screen. Just follow the instructions or steps that appear in that modal.
Note : This access token will be valid for 24 hrs only. We will be helping you with creating a permanent access token too.
Generating a Permanent Access Token
What we’ve done so far is a quick way to get WhatsApp up and running on your WordPress site. However, that access token we just created—the one from the previous step—is only temporary and will stop working after 24 hours.
When you’re ready to officially launch and use this integration long-term, you’ll need a permanent access token. To get this, Meta uses a feature called ‘System Users.’ So, the process involves adding a ‘System User’ to your Business Manager account. Once that’s set up, you’ll use the access token belonging to that System User, and that will give you the permanent connection you need.
Add System Users in Business Manager to create a permanent access token.
1. Go to Business Settings.
2. Now you will see below Users, click System Users. Click Add button.
3. Give a name to the system user and choose Admin. Then click Create System User.
4. You can click Assign assets. In the dialog box that appears, select Apps > Your App Name > Full control.
5. You can click Generate token at the top of the screen.
6. In the popup that appears, select an app, expiration period for the token, and permissions. The permissions must be: “whatsapp_business_management” and “whatsapp_business_messaging”.
7. Now click Generate token & copy it.
Connect PushEngage to your Business App
PushEngage would need some information before we can help you send messages to your customers.
You can follow below steps to connect your PushEngage account to your Business App
You can navigate to PushEngage in listed plugins, click on WhatsApp and navigate to Settings Tab
Here, you will be adding details to the WhatsApp Cloud API Settings. Here are the things you would need –
- WhatsApp Business Account ID
- Phone Number ID
- WhatsApp Phone Number
- Permanent Access Token
That’s it, you have created WhatsApp Business account and also linked it to PushEngage. You can now start sending campaigns.
If in case you run into any issues, please feel free to contact us by clicking here. Our support team would be able to help you.
