Are you ready to send your first WhatsApp marketing message?
Find out what stands between your business and its first send. You answer up to nine short questions about your Meta business portfolio, your WhatsApp Business Account and your target audience. You get a score out of 10 and a to-do list with only the steps you're missing.
- A readiness score out of 10so you know how close you are
- Your own to-do listin the order to do the steps, sent to your inbox
- A free consultancy callif you'd rather not do the steps alone
WhatsApp’s Commerce Policy doesn’t allow marketing these products on WhatsApp, and Meta rejects message templates that try. The rest of the set-up wouldn’t change that, so the survey stops here.
There are exceptions: for example, manufacturers and healthcare services that don’t sell directly to consumers are allowed. If you think your business qualifies, read the policy, or talk to us and we’ll look at it together.
Is your business ready for WhatsApp? Here's what to check.
Before your first marketing message can go out, a few things need to be in place on Meta's side. Most of them take minutes; one takes longer, so it's good to know early. The survey walks you through all six and tells you exactly what's left.
- Can you market what you sell on WhatsApp?
Most businesses can. A few categories, like alcohol or gambling, can't.
- Do you have a Meta business portfolio, and are you its admin?
Everything on Meta lives inside it, and the set-up steps need admin access.
- Is your WhatsApp Business Account set up with a phone number?
Your messages go out from this number, under the name your customers see.
- Is there a payment method on the account?
Meta charges for every message it delivers. Nothing goes out without a card.
- Have you created a message template, and has Meta approved it?
Written once, reviewed by Meta, usually within a day ().
- Has your target audience agreed to hear from you?
Only message customers who said yes to hearing from you. If you don’t, they report you, and Meta can stop your messages.
How to get their yes →