Note: Currently, WhatsApp is only available to our brands enrolled in our Design Partner Program. To learn more, refer to this article.
Overview
Note: Before you get started, make sure to turn off any ad blockers. Not doing so may cause issues during setup.
Navigate to Settings, then select Contact Methods
Select Add Contact Method
Select Setup WhatsApp
Login via your brand's corporate Facebook and complete the onboarding flow
NOTE: WhatsApp with Endear is currently designed for one business account, so it should be your brand's corporate Meta account rather than any individual store's registration. This will ensure you can enable WhatsApp for any future stores that may need the feature.
Once you complete the setup flow, Endear will finish the setup on our backend.
Verify your Meta Business account.
Review and confirm access. Reach out to Endear to let us know which numbers are setup on your end, and we will complete provisioning.
Step-by-Step Guide
1. Navigate to Settings, then select Contact Methods
2. Select Add Contact Method
3. Select Setup WhatsApp. If you don't see WhatsApp as an option here, reach out to your account manager so they can add it to your plan.
4. You will be taken to a WhatsApp setup checklist that provides an overview of the installation process. You can return to this checklist at anytime by following the same path: Settings > Contact Methods > Add Contact Method > Setup WhatsApp.
Important: WhatsApp with Endear is currently designed for one business account, so it should be your brand's corporate Meta account rather than any individual store's registration. This will ensure you can enable WhatsApp for any future stores that may need the feature.
5. Login to your Meta Business account.
Note: The screenshot below is for demonstrative purposes, but make sure you do not login to your personal Facebook account. WhatsApp requires linking your Meta Business account.
6. You should see your Meta Business account and/or be prompted to verify your Meta Business account.
7. Next, you may choose an existing business portfolio or create a new one. Keep in mind that you can only have a single portfolio for a single brand or entity.
8. Next, you may choose an existing WhatsApp Business account or create a new one to use with Endear (recommended). You can have multiple WhatsApp Business accounts under the same brand.
9. Finally, you should review and confirm access. Reach out to Endear to let us know which numbers are setup on your end. Endear will configure the backend and will let you know once your WhatsApp numbers are fully provisioned. This final step can take around 24-48 hours.
Still Need Help?
We are happy to assist you for more 1:1 direction. Reach out to our live chat!