Meta Configuration

How To Configure

Step 1: Visit the Meta for Developers Website

• Open your web browser and navigate to the Meta for Developers site.
• This is the platform where you can manage developer tools, APIs, and create applications that integrate with Meta’s services.
• Click on Login in the top-right corner of the homepage.

• If you already have a Facebook account, click the Login button. If you don’t have a Facebook account, click the Register button to create a new one.

Step 2: Create a New App

• Once logged in to your developer account, click on My Apps in the top-right corner of the dashboard.
• From the My Apps page, Click the Create App button.
• Enter the app details, such as the App Name and App Contact Information, then click the Next button to proceed.
• Select “Other” as the use case option, then click the Next button to proceed.
• Choose Business as the app type from the list of available options,then click the Next button to continue.
  • The Business app type is suitable for apps that need access to advanced tools and services like APIs for Facebook Login, Instagram, or Ads.
• Enter the required details, including the App Name, App Contact Information, and Business Portfolio (as applicable), then click the Create app button to create app.
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Step 3: Setup Whatapp App

• In the Add Products to Your App section, select WhatsApp and click on Set Up:
• In the dialog box for the WhatsApp Business Platform API, proceed with the following steps:
  • Select a Business Portfolio: Choose the business account you want to link to your app from the dropdown menu.
  • Review Terms and Conditions: Ensure you agree to the Facebook Terms for WhatsApp Business and the Meta Hosting Terms for Cloud API.
  • Understand Usage Restrictions: Familiarize yourself with the government and political use restrictions provided in the link.
  • Proceed: Click the Continue button to finalize the setup process.
• Click the Start using the API button to start the setup process.
• You will then be directed to the Quickstart section, which provides the necessary information for testing your app, including the Temporary Access Token, Phone Number ID, and WhatsApp Business Account ID.
  • Step 1: Send and Receive Messages section, locate the “To” dropdown menu and select Manage Phone Number List. Add a phone number that will be used to receive test messages from WhatsApp.
  • Step 2: Send Messages with the API section to verify that your basic settings are properly configured and functioning as expected
  • To start sending messages to any WhatsApp number, scroll down to Step 5: Add a phone number section and click on the Add phone number button.
    • Select Business Information: Choose the appropriate business information category. Fill in the Business Information:
    • Enter your Business Name.
    • Provide your Business Website or Profile Page URL.
    • Select your Country from the dropdown menu.
    • Optionally, you can add your Business Address.
    • Once the details are entered, click Next to proceed with the setup.
    • On the following screen, select your timezone and category, and provide a brief business description. Once all fields are completed, click Next to continue.
    • Add the business phone number you want to use for WhatsApp. This will be the number displayed to customers when they interact with your business.
      • You can choose how you would like to verify the number by selecting either SMS (OTP Verification) to receive a code via text message or Phone Call to receive the code through an automated call.
    • Upon clicking the Next button, you will be prompted to verify your phone number. You can select either SMS (OTP Verification) to receive a one-time passcode via text message or Phone Call to receive the verification code through a call. Enter the code provided to complete the verification process.

Create a Permanent Access Token

• Since the temporary access token expires in 24 hours, follow these steps to create a permanent access token, To access the Business Settings, visit the Business Settings page. In the left-hand menu, under the Users section, select System Users. On the System Users page, click the Add button to proceed.
  • To access the Business Settings, navigate to the Business Settings page in the Meta Business Suite. In the left-hand menu under the Users section, select System Users.
  • To access the Business Settings, navigate to the Business Settings page in the Meta Business Suite. In the left-hand menu under the Users section, select System Users.
• click the Add button on the System Users page to create a new system user.
• select Apps in the popup, choose the app created for WhatsApp integration, enable Manage App under Full Control, and click Assign assets.
• select System Users under the Users section in the left-hand menu, and click Generate Token.
• Choose your app from the dropdown list and click Next.
• Select the token expiry as either 60 days or Never (for permanent access), then click Next.
• Select your app, enable the whatsapp_business_messaging and whatsapp_business_management permissions from the list, and click Generate Token.
• Notice: Copy and save the token immediately, as it won’t be stored on Facebook. You will need it later for configuring settings in WPBookit

Create a Template For WhatsApp Notification

• As per Facebook rules, arbitrary text messages cannot be sent through WhatsApp; you must first create and verify a template.
• Go to WhatsApp Manager and select Message Templates from the left-hand menu. Click on Create Template to start.
• Choose Utility, select the Custom, and click Continue.
• Add the template content. Optionally, include a Header with text or media (image, video, or document). In the Body, write the main message using placeholders like {{1}} for dynamic fields.
• Optionally, add a Footer with additional details like “Contact us for more information.” Review the template preview on the right to see how it appears. You can also add interactive buttons like Quick Replies or Call-to-Action if needed.
• Under the Variable section, map the WhatsApp variables to the corresponding WPBookit codes. Once all variables have been linked, save the notification.