WhatsApp requires an active sender and approved Meta templates for business-initiated messages outside the customer-service window.
Connect WhatsApp
Open Settings → Integrations → WhatsApp and follow the in-product setup sequence. Complete the requested business and sender information, then wait for the status to become ready before launching messages.
Monitor sender status
The integration page shows the connected phone number, sender and business identifiers, connection time, and any offline reasons. Resolve verification or sender issues before enabling automation.
Manage templates
Open the WhatsApp templates page from the integration. Create a template or start from a Yada starter, choose the correct category and language, define the body and variables, then submit it for approval.
Use approved templates
Campaigns, journeys, and automated Guest Signals can use templates that are approved and compatible with their variables. Map every variable to a supported value and provide safe fallbacks.
Know channel limits
Meta blocks WhatsApp marketing to US phone numbers. Consent and template approval do not override that restriction.