📱 Tenant Connection Process

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This guide explains how tenants can connect their WhatsApp Business accounts using the embedded sign-up feature once it has been enabled by the administrator.

Prerequisites for Tenants

Before starting the WhatsApp connection process, tenants should have:

• An active account on your WhatsMarkSaaS platform
• A subscription to a plan that includes WhatsApp Business API access (enabled by admin)
• A Facebook Business Account (or be ready to create one)
• Admin access to their Facebook Business Manager
• A valid credit card or payment method for verification
• A verified business phone number they wish to use with WhatsApp

CRITICAL

A verified payment method is essential for WhatsApp Business API functionality. Without it, you cannot send or receive messages even if your number is approved.

Connection Process

1. Find the Connect Button

• Log in to the WhatsMarkSaaS tenant account
• The "Connect with Facebook" button will be visible in the dashboard if the plan includes this feature

2. Start the Connection Flow

• Click the "Connect with Facebook" button
• The system will begin the official Meta embedded sign-up flow
• Follow the on-screen instructions to proceed

3. Authenticate with Facebook

• When prompted, log in to your Facebook account
• If you already have a Facebook Business account, select it
• If not, follow the guided process to create one

4. Select or Create WhatsApp Business Account

• Choose an existing WhatsApp Business Account or create a new one
• If creating a new account, you'll need to provide business information
• Ensure all business details are accurate as they may be subject to verification

5. Register Phone Number

• Enter the phone number you want to use with WhatsApp Business
• Verify the phone number through the provided verification method (usually SMS or call)
• Once verified, the number will be linked to your WhatsApp Business account

6. Add and Verify Payment Method

• Navigate to the payment settings in your Facebook Business Manager
• Add a valid credit card or other supported payment method
• Complete the verification process for your payment method

CRITICAL STEP

This step is crucial - without a verified payment method, you cannot send or receive messages even if Meta approves your number. Never skip payment verification.

ABOUT PAYMENT VERIFICATION

Meta requires payment verification to:

• Ensure you're a legitimate business
• Charge for message fees (outside the free tier)
• Prevent spam and abuse of the WhatsApp Business API

Your card will be charged a small authorization amount (typically $1) which is refunded later.

7. Complete Setup

• Review your WhatsApp Business details
• Accept the terms and conditions
• Click "Complete Setup" to finalize the connection

8. Return to WhatsMarkSaaS

• After successful connection, you'll be redirected back to WhatsMarkSaaS
• The system will display a success message
• Your WhatsApp connection status will show as "Connected"

Troubleshooting Common Issues

Connection Fails to Complete

If the connection process does not complete properly:

1. Check that you have admin rights in your Facebook Business Manager
2. Ensure your Facebook Business account is in good standing
3. Verify that the phone number is eligible for WhatsApp Business API
4. Try refreshing the page and starting the process again

Phone Number Verification Issues

If you encounter problems with phone verification:

1. Make sure the phone number format is correct, including country code
2. Ensure the phone can receive SMS or calls for verification
3. If using a landline, select the "Call me" option instead of SMS
4. Wait at least 24 hours before trying to verify the same number again if previous attempts failed

Business Verification Requirements

In some cases, Meta may require additional business verification:

1. Prepare business documentation such as registration certificates, licenses, etc.
2. Follow the verification instructions provided by Meta
3. Be patient, as verification can take 2-5 business days

Payment Method Issues

VERIFICATION TIPS

If you encounter problems with payment method verification:

1. Ensure the credit card or payment method is valid and not expired
2. Check that the billing address matches the card's registered address
3. Verify that your bank allows transactions with Meta/Facebook
4. If your payment is declined, try an alternative payment method
5. Contact your bank if you see pending charges that don't complete

Payment verification typically completes within minutes, but can sometimes take up to 24 hours to be reflected in your account.

After Connection

Once connected, you can:

• Send template messages
• Respond to customer inquiries
• Set up chatbots and automation
• Access all WhatsApp features available in your WhatsMarkSaaS subscription

IMPORTANT REMINDER

Double-check that your payment method is verified in your Facebook Business Manager. This is essential for your WhatsApp Business API to function properly. Even after successful connection and number approval, messaging capabilities will remain disabled until payment verification is complete.

For any connection issues that persist, contact your WhatsMarkSaaS administrator or platform support team.