Work through these in order. Each one depends on the one before it.
- 1Connect WhatsApp. WhatsApp Settings — click Connect with Facebook (recommended), or paste a permanent token and your WABA ID. See Connecting Meta and WhatsApp.
- 2Add a payment method with Meta. In Meta Business Suite, open Settings → Billing & payments → Accounts → WhatsApp Business Accounts and add a card to the account you connected. Template messages fail without one. See Adding a payment method.
- 3Check the number. The WhatsApp Number Health card on the same page shows your messaging limit tier and quality rating. See Number health and messaging limits.
- 4Create a group. Groups — a group is a contact list, and every workflow targets one.
- 5Add contacts. Add them by hand, paste a CSV, or share your join link. See Adding contacts.
- 6Get a template approved. Templates — create or pick one from the built-in library, then Submit to Meta and Sync Status until it reads Approved. See Submitting a template to Meta.
- 7Send something. Open an Automation engine in the sidebar, pick the group and the template, and create the workflow. See Creating a campaign.
The step-by-step Setup Guide walks through the same sequence in more detail, with a button to each screen.