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Guide to creating and using a WhatsApp business account

kookeey • November 14, 2024 11:29 am • The latest

In the era of global digital communication, WhatsApp has become the preferred tool for many businesses to connect with customers. As one of the world's largest instant messaging platforms, WhatsApp has designed WhatsApp Business specifically for businesses, providing powerful customer interaction and marketing tools for small and medium-sized enterprises and large enterprises. This guide will detail how to create and use a WhatsApp business account to help you efficiently manage customer relationships and improve business performance.

1. Features and advantages of WhatsApp business account

  1. Professional business tools
    • Provide product catalog display function to allow customers to quickly understand products and services.
    • Automatic reply and quick reply functions improve customer response efficiency.
  2. Direct connection with customers
    • WhatsApp’s high usage rate ensures that you can seamlessly connect with customers around the world, especially in overseas markets.
  3. Diverse communication methods
    • Supports multiple message formats including text, pictures, voice, video and documents.
  4. Suitable for businesses of different sizes
    • Small businesses can use the free WhatsApp Business App .
    • Larger businesses can choose the more advanced WhatsApp Business API .

2. Steps to create a WhatsApp business account

1. Preparation
  • Make sure you have an active mobile phone number (not linked to any personal WhatsApp account).
  • Download the WhatsApp Business App (for SMEs) or contact your service provider to apply for the WhatsApp Business API (for large enterprises).
2. Download and install
  • Go to Google Play or the App Store to download the WhatsApp Business App .
  • Install and open the app.
3. Register an account
  • Register an account using your company-specific mobile phone number.
  • Enter the verification code you received to complete the phone number verification.
4. Set up company information
  • Fill in basic information such as company name, industry category, address, business hours, etc. in " Settings ".
  • Upload a high-quality corporate logo as your profile picture.
5. Configure business functions
  • Product Catalog : Add product/service information including images, names, prices, and descriptions.
  • Automatic replies : Set up welcome messages and offline replies to ensure your customers always get a response.
  • Tag function : Manage customers through tags (such as "new customer", "completed order", etc.).

3. Main functions and usage of WhatsApp business account

  1. Quick Reply
    • Used to store frequently used messages and quickly respond to customer questions.
      How to set it up :
    • Open Settings > Quick Replies, enter frequently used text and assign keywords.
  2. Automated messages
    • Set up automatic welcome messages and offline replies.
      Example :
    • Welcome message: "Hi, thanks for contacting [business name], we'll get back to you soon."
    • Offline message: "Our business hours are 9:00-18:00, we will get back to you later."
  3. Product Catalog
    • Create product catalogs in Enterprise Tools to display product information for customers to browse and consult directly.
  4. Customer Tag Management
    • Use the tag function to categorize customers for easy follow-up communication and marketing.
  5. Statistical analysis
    • Use the Statistics function to view message delivery rates, read rates, and customer interactions to optimize communication strategies.
Guide to creating and using a WhatsApp business account

WhatsApp Business API Advanced Features

Suitable for larger enterprises, the API provides more advanced features, including:

  • Multi-user support : Multiple employees can manage one account simultaneously.
  • CRM integration : seamlessly connect with customer relationship management system to improve customer service efficiency.
  • Mass messaging : Communicate with a large number of customers through template messages (the platform needs to review the template content).
Steps to apply for WhatsApp Business API
  1. Find an officially authorized API provider (such as Twilio, 360dialog).
  2. Submit company information, including business license, etc.
  3. Complete the verification of Facebook Business Manager account (for connecting to API).
  4. Configure API and integrate into your enterprise systems.

Guide to creating and using a WhatsApp business account

In the era of global digital communication, WhatsApp has become the preferred tool for many businesses to connect with customers. As one of the world's largest instant messaging platforms, WhatsApp has designed WhatsApp Business specifically for businesses, providing powerful customer interaction and marketing tools for small and medium-sized enterprises and large enterprises. This guide will detail how to create and use a WhatsApp business account to help you efficiently manage customer relationships and improve business performance.


1. Features and advantages of WhatsApp business account

  1. Professional business tools
    • Provide product catalog display function to allow customers to quickly understand products and services.
    • Automatic reply and quick reply functions improve customer response efficiency.
  2. Direct connection with customers
    • WhatsApp’s high usage rate ensures that you can seamlessly connect with customers around the world, especially in overseas markets.
  3. Diverse communication methods
    • Supports multiple message formats including text, pictures, voice, video and documents.
  4. Suitable for businesses of different sizes
    • Small businesses can use the free WhatsApp Business App .
    • Larger businesses can choose the more advanced WhatsApp Business API .

2. Steps to create a WhatsApp business account

1. Preparation
  • Make sure you have an active mobile phone number (not linked to any personal WhatsApp account).
  • Download the WhatsApp Business App (for SMEs) or contact your service provider to apply for the WhatsApp Business API (for large enterprises).
2. Download and install
  • Go to Google Play or the App Store to download the WhatsApp Business App .
  • Install and open the app.
3. Register an account
  • Register an account using your company's dedicated mobile phone number.
  • Enter the verification code you received to complete the phone number verification.
4. Set up company information
  • Fill in basic information such as company name, industry category, address, business hours, etc. in " Settings ".
  • Upload a high-quality corporate logo as your profile picture.
5. Configure business functions
  • Product Catalog : Add product/service information including images, names, prices, and descriptions.
  • Automatic replies : Set up welcome messages and offline replies to ensure your customers always get a response.
  • Tag function : Manage customers through tags (such as "new customer", "completed order", etc.).

3. Main functions and usage of WhatsApp business account

  1. Quick Reply
    • Used to store frequently used messages and quickly respond to customer questions.
      How to set it up :
    • Open Settings > Quick Replies, enter frequently used text and assign keywords.
  2. Automated messages
    • Set up automatic welcome messages and offline replies.
      Example :
    • Welcome message: "Hi, thanks for contacting [business name], we'll get back to you soon."
    • Offline message: "Our business hours are 9:00-18:00, we will get back to you later."
  3. Product Catalog
    • Create product catalogs in Enterprise Tools to display product information for customers to browse and consult directly.
  4. Customer Tag Management
    • Use the tag function to categorize customers for easy follow-up communication and marketing.
  5. Statistical analysis
    • Use the Statistics function to view message delivery rates, read rates, and customer interactions to optimize communication strategies.

WhatsApp Business API Advanced Features

Suitable for larger enterprises, the API provides more advanced features, including:

  • Multi-user support : Multiple employees can manage one account simultaneously.
  • CRM integration : seamlessly connect with customer relationship management system to improve customer service efficiency.
  • Mass messaging : Communicate with a large number of customers through template messages (the platform needs to review the template content).
Steps to apply for WhatsApp Business API
  1. Find an officially authorized API provider (such as Twilio, 360dialog).
  2. Submit company information, including business license, etc.
  3. Complete the verification of Facebook Business Manager account (for connecting to API).
  4. Configure API and integrate into your enterprise systems.

5. Application scenarios of WhatsApp business accounts

  1. Customer Service
    • Answer customer questions in real time and improve customer satisfaction.
      Example : A cross-border e-commerce store quickly handles customer orders via WhatsApp.
  2. Marketing Promotion
    • Use product catalogs and group messaging to promote new products or promotions.
      Example : A restaurant business sends holiday coupons to customers via WhatsApp.
  3. Order Management
    • Confirm order status through messages to provide customers with update notifications.
      Example : A logistics company notifies customers of package delivery progress via WhatsApp.
  4. After-sales service
    • Follow up customer feedback and provide after-sales support via WhatsApp.

6. Precautions and Optimization Suggestions

  1. Comply with WhatsApp's policies and rules
    • Avoid spamming and ensure that your messages are not reported as spam by customers.
  2. Maintain good communication habits
    • Respond promptly and in a professional tone, and avoid overly mechanical automated responses.
  3. Optimize content regularly
    • Update product catalogs and automated messages to keep your information accurate and engaging.
  4. Data Security
    • WhatsApp provides end-to-end encryption, but it still needs to ensure the security of internal data to avoid the leakage of sensitive information.

VII. Conclusion

WhatsApp Business Account provides enterprises with powerful customer communication tools, from basic automated messages to advanced API functions, which can help enterprises optimize customer service, improve marketing efficiency, and expand global markets. Whether you are a small or medium-sized enterprise or a large enterprise, you only need to choose the appropriate service version according to your needs to easily start an efficient customer interaction journey.

If you haven’t started using WhatsApp Business yet, now is the best time!

This article comes from online submissions and does not represent the analysis of kookeey. If you have any questions, please contact us

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