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Setting Up the WhatsApp Channel in Meiro

This guide explains how to connect your WhatsApp Business Account (WABA) with Meiro CDP and configure the WhatsApp channel for sending campaigns. By the end of this process, your system will be ready to launch personalized WhatsApp messages and track delivery events, replies, and user activity.

Prerequisites from Meta (WhatsApp)

Before configuring the WhatsApp channel in Meiro, ensure you have completed the following setup steps in Meta (Facebook) systems:

  • WhatsApp Business Account (WABA): Your business must have an approved WABA.

  • Admin access to Meta Business Manager: You need permissions to authorize integrations and manage phone numbers.

  • Verified phone number: A phone number must be linked and verified for use in your WABA.

  • BSP credentials: You must obtain access credentials via Meta or your Business Solution Provider (e.g., Twilio, 360dialog).

Platform Requirements in Meiro

To enable WhatsApp messaging in Meiro CDP, complete the following platform configuration:

  1. Enable the WhatsApp Channel
    • Contact your Meiro technical consultant to activate the WhatsApp channel for your environment. Once activated, navigate to Administration → Configuration → Channels and open the WhatsApp configuration panel.
    • After successful activation, Meiro automatically generates:
      • A WhatsApp source connection
      • System-level events (e.g., sent, delivered, subscribed)
      • Attributes used for WhatsApp user profiles and campaign tracking
  2. User Access Permissions
    • Ensure that your user role includes access to the WhatsApp section in Meiro. Go to Administration → User Setup and check that permissions are enabled for:
      • Channels tab
      • WhatsApp section

Configuring WhatsApp in Meiro

Once the WhatsApp channel is activated, follow these steps to complete the setup:

Step 1: Business Account Configuration

Navigate to Administration → Configuration → Channels, find the WhatsApp channel, and click Edit.

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In the first step of the wizard, enter general information for your business:

  • WhatsApp Display Name: This is the name users will see in their WhatsApp chats.

  • Email Address: A business contact email tied to your Meta Business Manager.

  • Website: Your official company website URL.

Click Continue to proceed.

Step 2: Phone Number Configuration

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Option 1: Use an existing WhatsApp number
Choose this if your number is already connected to your WABA. No additional verification is required.

Option 2: Connect a new number
Select this if you're setting up WhatsApp for the first time:

  • Choose the country code for the number.
  • Follow the guided steps to complete verification.

The “Continue” button becomes active once the required information is entered.

Step 2 (continued): Authorization and Verification

After selecting your phone number, you’ll be redirected to Meta’s authorization flow.

  • Redirect to Meta: You’ll be prompted to log in and grant Meiro access to your WhatsApp Business Account.

  • Authorization in progress: A loading screen may appear for up to 90 seconds.

  • Timeout handling: If the token expires, click Retry Authorization to restart.

  • Success confirmation: Once authorized, a confirmation screen will appear. Click Continue to proceed.

Step 3: Select Stitching Category

In the final step, select how WhatsApp phone numbers will be linked to user profiles in Meiro:

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  • Use the dropdown to choose the appropriate identity stitching category (e.g., by phone number).

  • You can also create a new stitching category if needed.

Remember: This step is irreversible. Once selected and confirmed, the stitching category cannot be changed. Double-check your selection before clicking Confirm and continue.

After this step, your WhatsApp channel is fully configured and ready for campaign use.

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Getting Started with WhatsApp Campaigns

With your WhatsApp channel successfully connected, you’re ready to begin using it within your campaigns. Here’s what you can do next:

Launch a WhatsApp Campaign

Start building and sending WhatsApp messages via the Campaigns > WhatsApp section. Choose a template, define your audience, personalize content, and set activation rules.

Learn more about creating and managing WhatsApp campaigns here.

Automatically Track User Activity

Meiro will now automatically log key events such as:

  • WhatsApp Campaign Delivered

  • WhatsApp Campaign Seen

  • WhatsApp Campaign Sent

  • WhatsApp Subscribed

  • WhatsApp Unsubscribed

Want to see the full list of WhatsApp events?
You can find more details and the complete list of WhatsApp-related events here — including blocked, undelivered, and more.

Explore More Capabilities

Now that you’re set up, explore advanced WhatsApp features like:

  • Message Template Management

  • Audience Targeting & Personalization

  • Frequency Capping & Delivery Controls

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