Messaging needs more setup than most tools, because operators and Meta must approve your sender details. This plan gets you sending within a week.
Day 1: Account and credits
- Complete your business profile with GSTIN and address.
- Add message credits from
Billing > Creditsusing UPI or net banking.
Day 2: DLT registration
- Register your business entity on an operator DLT portal if you have not done so already.
- Submit your sender IDs, also called headers, and your message templates for approval.
Day 3: Load DLT details
- Enter your entity ID, approved headers and template IDs under
SMS > Templates. - Send a test SMS to your own number for each template.
Day 4: WhatsApp Business API
- Start number onboarding from
WhatsApp > Setupand complete business verification. - Submit your first templates, such as order updates or appointment reminders.
Day 5: Contacts
- Import contacts from Excel into groups, noting how each list gave consent.
- Remove every number that has opted out.
Day 6: First campaign
- Send a small campaign to 100 contacts before using the full list.
- Check delivered, read and failed counts in the delivery report.
Day 7: Developers and automation
- Generate an API key and test OTP delivery with the sandbox key.
- Add a delivery webhook, then build a simple WhatsApp menu in the chatbot builder.
Tip: Template approvals can take a day or two, so submit them on day 2 even if you plan to send later.
Need help with DLT or WhatsApp approvals? Raise a ticket and choose the Onboarding department.