Contents

Introduction

Creating a verified WhatsApp Business account through a BSP (Business Solution Partner) is a hassle. The onboarding process painfully slow, and you'll also face delays in accessing the latest WhatsApp features.

As BSPs add additional layers of complexity, it also slows down message delivery times. These technical hurdles make it difficult to set up streamlined communication workflows, ultimately slowing down your team's ability to interact with customers effectively.

By switching to a tech partner like Fyno, you can get your meta-verified WhatsApp business account in as little as 20 minutes.

We have comprehensively covered how WhatsApp has changed its partner ecosystem and its impact in a separate blog here.  

In this blog post, we'll walk you through the process of creating a Meta-verified WhatsApp Business account with a straightforward, step-by-step guide. Let's dive in!

Step-By-Step Guide To Creating a WhatsApp Business Account

The sign-up experience for creating a Meta-verified WhatsApp account might vary based on the situation you’re in.

Based on our experience, you’ll fall into one of these three categories:
  • You have an existing WhatsApp Business account with a BSP (and you’re migrating to Fyno)
  • You wish to add a WhatsApp account to an Existing Facebook Business Account
  • Starting from Scratch — Creating a Facebook Business account and a WhatsApp business account for your business. Fyno helps you establish both.

Scenario 1: You Have an Existing WhatsApp Business Account with a BSP

There are two scenarios here. 
  • One, you would like to move your existing WhatsApp account from your existing BSP to Fyno.
  • Two, you might have an existing WhatsApp account connected with a BSP, but you would like to add a new WhatsApp number with Fyno (for different purposes — say support, or sales queries, etc.)
The assumption here is that you already have an existing verified Meta Business account.

Now, let’s get into the process.

Creating a new WhatsApp account and connecting it with Fyno

1. Log into your Fyno Account. If you’re a new user, you can contact us to create a new Fyno account for you.

2. Click on the Integrations tab on the sidebar and select Fyno WhatsApp.

integrations on fyno for whatsapp

3. Provide a custom name for the WhatsApp account you’re creating through Fyno. The custom name should be easy for you and your team to understand. For example, “Fyno_WhatsApp”, or “Fyno_WA” are some choices.

4. Now, click on the Login with Facebook option. Enter your Facebook Business Account’s credentials and log into your Facebook Business Account.

5. You’ll see a pop-up window, asking for your authorization to connect your Facebook Business Account with Fyno. Click on Get Started.

facebook authorisation

6. On the next screen, you’ll see all your business information including your Business name, website, country, etc. Click Next.

You’ll see the Create or Select a WhatsApp Business Account screen. Keep the default option as it is, and click Next.

On the next screen, you’ll be asked to create a WhatsApp business profile. Add your legal entity’s name under WhatsApp Business Account Name.

Add a display name for your WhatsApp Business Profile. Also, choose the respective time zone, business category, description, etc. Once done, click Next.

Now, add the phone number you want to be associated with WhatsApp. You’ll have to verify this new number by entering the OTP sent to this number. After verifying the phone number, click on Continue.

whatsapp activation process

7. Now, Meta will verify all your submitted information. It might take up to 2 minutes. After successful verification, you’ll see a confirmation screen on the pop-up window. Read through the instructions, and once you’re done, click Finish.

Now, head back to Fyno, and you’ll see a success message telling that your new WhatsApp account is now connected with Fyno. Click on Add Account.

Your new meta-verified WhatsApp account is now ready to use.

Note:

In order for things to work smoothly, you’ll have to add a payment method to your Facebook Business account, as you’ll be directly billed by Meta going forward.

whatsapp payment

WhatsApp carefully monitors how recipients interact with messages from your Business account. Initially, you'll be limited to 1,000 messages per day. As you build positive interactions, your account can progress to the 10k and 100k daily message tiers. However, if customers frequently mark your messages as spam or block your account, your quality rating drops. Low ratings will hinder your ability to move to the next tier and could even lead to template deactivation or, in severe cases, account deactivation by WhatsApp.

Creating and syncing WhatsApp templates

If you have existing WhatsApp templates, you can sync them to Fyno.

Go to Template > External from the left sidebar and click on the sync icon, which is present right before the + Create button.

create templates on fyno

Now, all your existing WhatsApp templates will be synced to Fyno.

If you don’t have existing templates, you can create new ones from Fyno by clicking on the + Create button. The newly created templates will be approved within a few minutes.

Please note that in order to test these templates using the new WhatsApp number, you should’ve added the payment method in your Facebook Business account.

Adding a payment method

  • Log into your Facebook Business Account
  • Click on the Settings section on the left sidebar.
  • Select Billing and Payments. You’ll see two tabs once you’re in — Ad accounts and WhatsApp Business Accounts.
  • Click on the WhatsApp Business Accounts tab and click on the Add Payment Method button.
  • Add your credit card information and click Save.
  • After adding your credit card details, you can test WhatsApp notifications for the new WhatsApp number.

Note:

If you don’t have a credit card with International transactions enabled, we advise you to talk to your bank or relationship manager to enable it. If you can’t, we have a workaround.

In the absence of a card with international transactions enabled, your account will linked to our credit line partner, who will raise an invoice for your WhatsApp usage every month. Everything else will be taken care of by Fyno on the backend.

Scenario 2: Adding WhatsApp to an Existing Facebook Business Account

If you’re adding a new number to your existing Facebook business account, the process involved is very similar to the steps mentioned in Scenario 1.

Log into your Fyno account, click on Integrations, choose Fyno WhatsApp and follow the instructions on the screen.

Scenario 3: Starting from Scratch

If you neither have a Facebook Business account nor a WhatsApp business account, you’ll have to start by creating a Facebook Business account first

Creating a Facebook Business Account


  • You’ll require the following documents to create a Meta-verified Facebook.
  • Postpaid Phone Number: A business phone number must be registered on a postpaid plan under your company's name.
  • GST Registration: The GST registration certificate, which serves as the official proof of your business.
  • Company Website: Please ensure that your company website clearly displays your legal company name somewhere on the website — could be the footer, privacy policy, the about section, etc.
  • WhatsApp Number: Make sure you select the number you want associated with your official WhatsApp business account!
  • Credit Card with International Limits: Ensure your company credit card permits international transactions before starting the signup process.
    • Meta or facebook business account

Edge cases:

For Educational Institutions and sole proprietorship: If you’re an educational institution or a sole proprietor, you are exempt from GST. In that case, you can use your institution’s incorporation certificates for signing up.

If your new number already has a WhatsApp account: In that case, you’ll have to install WhatsApp on your phone, and deactivate the existing personal WhatsApp account.

If you’re creating a new Facebook business account, it might take up to 48 hours for it to get approved.

Once your Facebook Business account is verified, you can create a WhatsApp Business Account by the following the steps mentioned under Scenario 1.

Getting Green Tick Verified

A “Green Tick” next to your company name shows customers you're a legitimate business– but getting approved by Meta requires some work. You’ll need the following information handy to get your business green tick verified.

  • Logo: Make sure the image is in 500px by 500px resolution.
  • Short Business Profile: Update your description, email address, and contact details. Crucially, your legal company name must match exactly across all Meta account fields where it appears.
  • Links for Social Proof: You need a minimum of 3 links showing official websites/publications where your company name is listed: (Crunchbase, Tofler, Company Directories, etc.)

Submit for review with just a couple of clicks. Approvals generally take upto 48 hours, but if something is a mismatch, your application won’t be approved. In that case, you’ll have to wait for 2 weeks before you can apply again.

Why is Fyno the Best Platform To Create a Meta-Verified WhatsApp Business Account?

Fyno isn't just about helping you set up your WhatsApp Business account – it's about maximizing its power. As a Meta-verified tech partner, we leverage direct Meta Cloud API integrations to enhance your experience:

Lightning-Fast, Reliable Communication: Traditional BSPs add complexities that hinder message speed and reliability. Fyno's direct connection eliminates those layers, ensuring instant communication and an enhanced customer experience.

Automatic Load Optimization: Managing rate limits for Meta's API can be a headache. Fyno automatically queues and optimizes bulk message delivery within Meta's guidelines, simplifying your operations.

Opti-channel Excellence: WhatsApp shouldn't operate in a bubble. Fyno allows you to craft centralized workflows that seamlessly blends WhatsApp with other communication channels like SMS, Email, push notifications, etc. and triggers them based on customer preferences.

Transparent and Predictable Pricing: BSP markups might lead to surprises due to their markup costs and hidden fees. With Fyno you’re directly billed from Meta, which offers you complete transparency and control over your spending.

If you’re suffering the effects of lengthy BSP processes, technical limitations, and hidden fees for WhatsApp Business, Fyno is your solution. Our status as Meta tech partners, coupled with a transparent, customer-centric approach, transforms your WhatsApp Business account into a powerful communication tool.

Experience the difference and see how Fyno unlocks the full potential of WhatsApp for your organization. Talk to us.