- Create an account with a supported BSP.
- Get your WhatsApp Business Account (WABA) approved.
- Register a business phone number for WhatsApp.
- Obtain approval for your message templates.
- Update user opt-in preferences in MoEngage and your BSP.
Create a BSP Account
To send WhatsApp messages with MoEngage, you must have an active BSP account. If you do not have an existing BSP account, contact your MoEngage account manager or the MoEngage Support team for assistance.Get WABA Approved
Your BSP can provide support to help you get your WhatsApp Business Account (WABA) approved.
Register a Phone Number
All WhatsApp Business Platform accounts require a valid phone number. To send messages, you must register the phone number you intend to use. For more information about how to select a phone number and add it to your WhatsApp Business Account (WABA), refer to the Phone Number documentation from Facebook. Your business phone number must meet the following criteria:- It includes a country and area code, such as landline and mobile numbers.
- You own the number.
- It can receive voice calls or SMS.
- It is not a short code.
Submit Message Templates for Approval
Your BSP can provide support to help you get your templates approved or whitelisted.

- Create message templates in the WhatsApp Manager, which is part of your WhatsApp Account in the Facebook Business Manager. Once approved, your business will have its own namespace where the message templates reside.
- Create and submit message templates on the WhatsApp Service Provider/BSP dashboard for approval. Contact your BSP if you need more information or help.
Update User Opt-in Data
MoEngage recommends sending WhatsApp messages only to users who have opted in to receive messages from your brand. You must update this opt-in data in both MoEngage and your BSP.Update Opt-in Preferences in MoEngage
MoEngage provides a standard attribute, WhatsApp Subscription Status (moe_wa_subscription), where you can update your users’ opt-in preferences. You can update this attribute using one of the following methods:- Use the User Import/Update feature in the MoEngage dashboard under Segment > Import Users. Update the WhatsApp Subscription Status attribute. For more information, refer to Import User Data.
- Use User Update APIs to send data directly from your applications or backend systems to MoEngage. Update the moe_wa_subscription attribute using the API. For more information, refer to the User API Documentation.
| Status | Description |
| TRUE | You have received consent from users to receive WhatsApp notifications. |
| FALSE | You have received the confirmation that the users do not wish to receive WhatsApp notifications. |
| EMPTY | You have yet to receive information from the user about whether they wish to receive WhatsApp notifications. |
MoEngage sends notifications to all users except those who have opted out of receiving WhatsApp messages.
Final Checklist
Before you begin sending WhatsApp messages through MoEngage, confirm that you have completed these key steps:- Obtained a WhatsApp Business Solution Provider (BSP) account.
- Received approval for your WhatsApp Business Account (WABA) and registered your WhatsApp Business Phone Number.
- Ensured all your message templates are approved or whitelisted by WhatsApp.
- Updated users’ opt-in preferences in both MoEngage and your BSP.
- If your WhatsApp BSP requires static IP addresses, refer to the MoEngage IP Whitelisting Mechanism guide. This is optional.