Connect your phone number to WhatsApp

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In this article, you will learn how to connect your phone number to WhatsApp. Doing so helps streamline conversations and manage customer relationships in one place.

Steps to connect your phone number to WhatsApp

  1. From your ActiveCampaign account, click WhatsApp > Settings on the left menu.
  2. On the Account config page, click “WhatsApp accounts.”
  3. Click “Start now” for either Meta option.
  4. Select the phone number origin:
    • Use a new number
      Choose this option if the number you’re configuring hasn’t been used in WhatsApp, WhatsApp Business, or WhatsApp Business API. This is the easiest option, as you won’t need to take any additional steps.
    • Migrate a number in use on the WhatsApp Business App
      Choose this option if you want to migrate a number currently in use in the WhatsApp Business App. Note that WhatsApp Business API and WhatsApp Business App are different platforms that can’t be used simultaneously. You'll need to delete your WhatsApp account to continue. Once you’ve done this, you’ll be able to migrate your number. After you’ve deleted your account, wait five minutes before continuing to follow this guide, as Facebook takes some time to update its systems.
    • Migrate from another Business Service Provider (BSP)
      Choose this option if you want to migrate a number currently in use with another Business Solution Provider (BSP) to WhatsApp. You’ll need the necessary permissions to proceed and must disable Two-Factor Authentication (2FA) to continue. Follow these instructions to disable 2FA, or ask your current BSP to do so.

      Example of WhatsApp requirements before connecting your new number.
  5. Confirm that you own a Business Manager account and website.
    To continue, you’ll need to confirm that you own a Business Manager account and a website. If you don’t have a Business Manager account, you can create one. Websites are needed so that Facebook can verify your business is real. If you don’t have one, your number might get blocked.

    Example of WhatsApp confirmation checkboxes.
  6. Click the "Login with Meta" button to begin the onboarding process. A modal window will appear. Authorize WhatsApp to interact with your business, then click “Get Started.”
  7. Add your business information, then click “Next.”
  8. Use the dropdown fields to create or select a WhatsApp account. Then click “Next.”
  9. Add your WhatsApp profile details, then click “Next.”
  10. Verify your phone number via phone call or SMS. To do so, add your phone number to the field provided. Then select either the phone call or SMS option. When finished with this step, click “Next.”

Your number is now connected to WhatsApp. Please note that this may take a few moments to process.

How to disable your number’s two-factor authentication

If you are coming from another BSP or your number was already connected to WhatsApp Business API, you’ll need to disable 2FA to continue. Depending on the BSP, you may need to contact their support team for help, or you can do it yourself. 

To disable 2FA:

  1. Go to your WhatsApp Business Manager
  2. Click the gear icon (⚙️) next to the phone number you’re migrating.
  3. Go to the Two-Factor authentication tab and click on “Disable 2FA.”

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