How to Set Up a WhatsApp Business Account - A Complete Guide
                     How to Set Up a WhatsApp Business 
Account: A Complete Guide
Best Digital Marketing Agency in Coimbatore – Harvee Designs  
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https://www.harveedesigns.com/blog/how-to-setup-a-whatsapp-business-account/
Synopsis
• What is a WhatsApp Business Account?
• Types of WhatsApp Business Accounts
• Steps to Setup WhatsApp Business Account
• Additional Features of WhatsApp Business
• Converting Personal to Business Account
• Earning the Green Tick Verification
• Setting Up an Official Business Account
• Conclusion
What is a WhatsApp Business Account?
• A WhatsApp Business Account is specifically designed for businesses to communicate 
with customers professionally. 
• Its primary purpose is to streamline customer service and enhance communication 
efficiency. 
• Key features include Greeting Messages for instant responses to customers and auto-
reply options to manage inquiries outside of business hours, ensuring that client 
interactions are timely and organized.
Types of WhatsApp Business Accounts
Official Business 
Business Account Account
A business account is The green
automatically created from  symbol that appears 
 any account that makes use next to the company name
 of the WhatsApp Business  of a WhatsApp Official
 App or API. 
 Business Account (OBA)
On a business account,
 the company name  indicates that WhatsApp 
 will not have a green has validated 
 checkmark and authorized the 
or badge next to it. account. 
Steps to Setup WhatsApp Business Account
Download App Fill Business 
Accept Terms Confirm Phone Info
Number
Download the WhatsA
pp Business app Open the app and 
read the Terms of Select your country 
Complete your 
 from the Play Store business profile by 
or Apple App Store. Service regarding 
code from the 
dropdown and enter entering your 
This app is designed WhatsApp's business 
policy updates. After your business phone 
business name, 
for small and medium number. A 6-digit profile picture, 
enterprises, so ensure reviewing, click 
continue to accept the verification code will 
category, description, 
it is installed before be sent to you; enter and official address to 
proceeding. terms and proceed. this code to verify enhance your profile 
your number. visibility.
Additional Features of WhatsApp Business
Chatbots 
Operational Hours Contact Labels Integration
Set specific operational Organize contacts with Integrate chatbots to 
hours to inform labels for targeted automate responses, 
customers when they messaging, making it improving customer 
can expect responses, easier to manage engagement and 
enhancing interactions and providing instant 
transparency in personalize support for common 
communication. communication. inquiries.
Converting Personal to Business Account
• Backup your existing personal WhatsApp account to 
ensure no data is lost during the transition.
• Download the WhatsApp Business app from the Google 
Play Store or Apple App Store to get started.
• Accept the terms of service to proceed with the setup of 
your business account.
• Use the same phone number from your account to 
register your WhatsApp Business account.
• Complete your business profile by entering your 
business name, category, profile picture, and 
description.
Earning the Green Tick Verification
Process and Requirements for Green Tick 
Verification
• To earn the green tick verification for your WhatsApp 
Business account, your business must be linked to 
the WhatsApp Business APIs.
• Complete the Facebook Business Manager Page 
verification process to establish trustworthiness.
• Ensure your display name adheres to WhatsApp's 
guidelines to avoid application issues.
• Set up two-factor authentication on your account 
before requesting verification to enhance security.
• Provide an official email domain associated with 
your business instead of generic domains like Gmail 
or Yahoo.
Setting Up an Official Business Account
Log in to 
Facebook
Go to WhatsApp Settings Select Account to Verify Request Verification Status
Access your Facebook Navigate to the 
Business Manager Business Settings Choose the specific Click on Settings, then 
account using your section, then select WhatsApp account you select Contact Support. 
credentials to start the Accounts followed by wish to verify from the Choose the option to 
verification process for WhatsApp Accounts to list of accounts request official business 
your WhatsApp view your existing displayed in the account status and fill 
Business account. accounts linked to your WhatsApp Accounts out the required 
business. section. information.
Access to Facebook Overview of connected Selected WhatsApp Submission for official 
Business Manager WhatsApp accounts account for business account 
verification verification request
WhatsApp Business 
enhances customer support 
and communication 
efficiency.
• WhatsApp Business provides features like automated replies, 
product catalogs, and a professional profile, enabling 
businesses to engage with customers seamlessly. 
• Its popularity allows businesses to reach a large audience 
and streamline interactions.
Thank 
you.
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