User guide

How the portal works

This portal lets your organization send WhatsApp template messages to many customers at once. WhatsApp only allows outbound marketing and utility messages through pre-approved templates—you cannot send arbitrary free-text blasts.

1. Subscribe for a flat monthly fee. There is no per-message charge from the portal.
2. Connect your own WhatsApp Business account by entering its WABA ID, Phone Number ID and access token.
3. Create or sync message templates; Meta reviews new templates before you can send them.
4. Run bulk jobs to deliver a template to a list of phone numbers—optionally with different personalized values per recipient (via Excel).

Messages are sent from your connected business phone number. Track jobs under Bulk after you sign in.

Getting started

1. 1. Subscribe

   Go to Pricing, choose the monthly plan, and complete checkout.

2. 2. Register

   After payment you receive a signup link. Create your organization name, email, and password.

3. 3. Sign in

   Use Sign in. Your first month of access starts when you register.

4. 4. Connect WhatsApp

   Follow the steps in the next section before creating templates or bulk jobs.

Connect WhatsApp

Open WhatsApp in the menu (after sign-in) and enter three values from your own Meta account:

1. WhatsApp Business Account ID (WABA ID) — Meta for Developers → your app → WhatsApp → API Setup, or WhatsApp Manager.
2. Phone Number ID — shown next to your number in the same place. It is a long numeric ID, not the phone number itself.
3. Access token — a permanent token. In Meta Business Settings → Users → System users, create a system user, assign your app and WhatsApp account, and generate a token with the whatsapp_business_messaging and whatsapp_business_management permissions.

Click Verify and connect. The portal checks the token, the WABA and the phone number with Meta before saving, and stores the token encrypted.

Message templates

Go to Templates. The list stays synced with Meta—only templates on your WhatsApp Business account appear here.

Create a new template

1. Click New template.
2. Enter a name (lowercase letters, numbers, underscores only—e.g. order_ready). Names cannot be changed later except via Rename (creates a new template on Meta).
3. Choose language (e.g. en_US)—must match what Meta will approve.
4. Pick a category: Utility, Authentication, or Marketing. Meta bills your WhatsApp Business Account per delivered message, and the rate depends on the category (see Subscription & billing).
5. Write the body. Use + Add variable to insert placeholders {{1}}, {{2}}, etc. Do not type {{1}} manually—the editor assigns the next free number.
6. Click Create on Meta. Status becomes PendingMeta until Meta approves or rejects it.

After approval

When status is Approved, the template can be used in bulk jobs. Meta may assign a different category than you submitted—the portal shows the category Meta applied, which is the one Meta bills.

Edit, rename, delete

• Edit — change body or category; Meta reviews again.
• Rename — creates a new template name on Meta and removes the old one.
• Delete — removes the template from Meta (not allowed if it was already used in a bulk job).

Copy the API ID column if you use the REST API—that UUID is the templateId.

Bulk messaging

Open Bulk → New bulk job (or use the dashboard shortcut). Only Approved templates are listed.

Templates without variables

If the template body has no {{n}} placeholders, paste phone numbers in the Recipients (paste) box—one per line, in E.164 format (e.g. +15551234567). You can also upload Excel with only a phone column.

Templates with variables

If the template uses {{1}}, {{2}}, etc., you must upload an Excel file. Pasting phone numbers alone is not enough—the portal needs one row per recipient with values for each variable.

You do not put the full message text in Excel. You put the replacement values that Meta inserts into the approved template.

Phone numbers

Every number must be a valid international (E.164) number including the country code. A single job can mix recipients from different countries.

Enqueue and track

1. Click Enqueue job. New jobs require an active subscription.
2. Open the job Details page to see each recipient: sent, failed, or error reason.
3. Messages are sent from your own WhatsApp Business phone number straight through Meta. There is no per-message charge from the portal.

Excel format for variables

Upload a .xlsx file on the bulk job form. The first row must be headers.

Required columns

• phone (or e164, mobile, number) — E.164 format with country code, e.g. +15551234567.
• var1, var2, … — one column per template variable. var1 replaces {{1}}, var2 replaces {{2}}, etc. Headers {{1}}, {{2}} also work.

Example template

Hello {{1}},
your order number {{2}} is ready for pickup.
thank you.

Example Excel (two recipients)

Customer 1 receives: “Hello Mr Paul, your order number 123123123 is ready for pickup…”

Common issues

• Missing var2 when the template has {{2}} — upload fails validation.
• Phone without + — the portal adds + if missing; include country code.
• Empty rows are skipped; invalid phones are skipped.