Embedded Signup
Embedded Signup is a way for Solution Partner to let businesses onboard to the WhatsApp Business Platform directly from their website. It can be used to onboard customers to the WhatsApp Business Platform Cloud API or the WhatsApp Business Platform On-Premises API.
This guide is aimed at Solution Partners looking to implement Embedded Signup. We use the words "business" and "customers" to describe companies that use the WhatsApp Business Platform through a solution provided by a Solution Partner.
Watch our How to Use Embedded Signup to Onboard Clients to the WhatsApp Business API video:
Explore our help content library to find answers and troubleshoot issues.
Why You Should Use It
Embedded Signup significantly accelerates onboarding of new customers, making it easier for you to scale with the WhatsApp Business Platform. Specifically, this is what is changing:
Businesses Sign Up in Minutes
Embedded Signup reduces onboarding time from days to minutes by simplifying the process and having all the steps (i.e., connecting WhatsApp Business Manager accounts, creating WhatsApp Business Accounts (WABAs), verifying phone numbers) in a single flow.
Businesses Sign Up Through Solution Partner's Website
As a Solution Partner, you can embed the new onboarding flow on your website or client portal to allow a streamlined signup process. This way, your customers do not need to leave your site to signup.
Embedded Signup Features
Businesses Own Their WABAs
With Embedded Signup, businesses own their WhatsApp Business Accounts and grant their Solution Partners direct access to them.
The business does not have to take any action to add the Solution Partner to their WABA.
This account model allows customers to see their WABAs in their WhatsApp Business Manager and seamlessly integrate with other Meta experiences, such as Ads that Click to WhatsApp.
It empowers businesses to manage their WABA, and shifts the responsibility for Solution Partners, allowing them to focus on offering quality products and services to customers, rather than dealing with operational tasks.
Even with the new model, Solution Partners:
- Have management control over assets (including templates and phone numbers) when using the Cloud API or On-Premises API.
- Can use webhooks to check a business's status.
- Must continue hosting the phone number.
Solution Partners Manage Billing
As a Solution Partner, you are responsible for sharing your line of credit with the business to be billed. Solution Partner can manage the billing and credit lines for their clients' WhatsApp Business Accounts.
Businesses Start Messaging Immediately
Businesses can start messaging customers immediately and only need to complete Business Verification when they’re ready to scale business-initiated conversations or request to become an Official Business Account (OBA).
After completing Embedded Signup or the "on behalf of" (OBO) onboarding processes, businesses can immediately:
- Respond to unlimited customer-initiated conversations (24-hour messaging windows).
- Send business-initiated conversations to 250 unique customers in a rolling 24-hour period.
- Register up to two (2) phone numbers.
Less Manual Work Is Needed From Solution Partner
Embedded Signup contains multiple APIs and webhooks that make it easy for Solution Partners to manage business signup at scale. This new flow reduces the number of manual steps required by Solution Partners and automates key processes, allowing you to get businesses set up with the WhatsApp Business Platform more easily.
Pre-Approved Message Templates
Businesses can test message sending with a select set of pre-approved message templates in multiple languages —see pre-approved message templates.
The New Embedded Signup Flow
There is a new Embedded Signup flow available with the following features.
Business Selection
The new flow will always show the default legal name as the business. It will always show the business information even if all of the required fields are filled out.
This new flow prevents businesses from making errors by disabling businesses where the user is not an admin of, and also disabling creation of a business if they have the maximum amount of businesses created already.
WABA and Profile Selection
The new flow is standardized such that regardless whether a user is adding or selecting a new WABA/phone profile, the flow is the same. From this screen the user can do one of the following:
- Create both a new WABA and profile
- Select an existing WABA and create new profile
- Select an existing WABA and profile
Regardless of which option the user elects to do, the flow will always start off the same way.
Creating a New WABA and Profile
If the user elects to create a new WABA and profile, they will fill out all their WABA and profile information on a single page.
Website is now an optional field that is defaulted to the business’ website.
Selecting an Existing WABA and Creating a New Profile
If the user selects an existing WABA, they can only edit the phone profile field.
The user will then enter their phone number information as prompted.
Selecting an Existing WABA and Profile
If the user selects an existing WABA and existing profile, the profile is displayed but will not be editable. To edit the profile, it must be done in the WhatsApp Manager.
The user will then have the ability to verify the number and select the verification method.
Verified Phone Number
If the user selects a verified phone number they will be directed to the completion step.
Permission Acknowledgement
In the flow, businesses review the list of permissions requested by their Solution Partner, also known as Solution Partner. The permissions cannot be edited. Businesses must tap Continue to acknowledge the permissions and complete Embedded Signup.
Restrictions
- Businesses must use a new phone number to sign up for the platform, whether through manual onboarding or Embedded Signup. They are not able to sign up with a number that is currently active on WhatsApp or the WhatsApp Business App.
- Independent Service Vendors (ISVs) are not currently able to use Embedded Signup, so it should not be used to register any phone numbers from an ISV. They must continue using the manual onboarding flow.
Next Steps
If you want an overview of the product first, see Overview.
To integrate it into your website or client portals, go to Integration of the Embedded Signup Flow.