SendZen Guides
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  1. Guides
  • Guides
    • Onboarding
      • Quick Start: Sending Your First WhatsApp Message
      • Understanding the WhatsApp Business Platform
      • Prerequisites: What You Need Before You Begin with SendZen
      • Creating and Verifying Your Meta Business Account
      • Navigate Meta Business Manager from SendZen (via My WABA → View Status)
      • Inviting Team Members and Assigning Roles
      • Registering Your Phone Number for the WhatsApp Business API
      • Choosing and Connecting a Phone Number: New vs. Existing Numbers
      • Common Onboarding Issues and How to Resolve Them
      • How to Increase Your Messaging Limits
      • Managing Payments and Billing
      • Why Was My Display Name Rejected?
      • Start Verification Button Greyed Out? Here’s What to Do
      • Migrating Your Number from Another Business Solution Provider (BSP)
  1. Guides

Onboarding

Onboarding#

Welcome to the official SendZen guide. With this guide, our goal is to get you from signup to sending your first message in under 5 minutes, and this guide is a crucial part of that promise.
This page will serve as your central hub for everything related to the onboarding process. Below, you'll find a series of articles that break down each stage of the setup, from creating your Meta Business Account to getting your display name approved and scaling your messaging limits.

Getting Started#

Quick Start: Sending Your First WhatsApp Message – follow a five-minute checklist that takes you from creating your SendZen account to sending a test message via the API. Includes an overview of Embedded Signup and number registration.
Understanding the WhatsApp Business Platform – learn the differences between the Meta-hosted Cloud API and the self-hosted On-Premise API. Understand throughput limits, hosting responsibilities and feature support.
Prerequisites: What You Need Before You Begin – prepare your phone number, business display name, Business Manager and website before onboarding.

Meta Business Account Setup#

Creating and Verifying Your Meta Business Account – step-by-step instructions for creating a Meta Business Manager and completing business verification. Covers document requirements and verification methods.
Navigating the Meta Business Manager for WhatsApp – learn where to find WhatsApp accounts, phone numbers, messaging limits and billing in Business Manager. Includes tips for choosing the right Business Manager and why ownership matters.
Inviting Team Members and Assigning Roles – discover how to invite colleagues to your Business Manager and grant them access to your WhatsApp Business Account. The guide explains partial versus full control and how to assign assets such as phone numbers.

Phone Number Management#

Registering Your Phone Number for the WhatsApp Business API – covers Embedded Signup and how to register a phone number using SendZen’s onboarding flow. Explains SMS/voice verification and the need to disable IVR.
Choosing and Connecting a Phone Number: New vs. Existing Numbers – guidance on using a fresh number or upgrading an existing WhatsApp number. Explains when you must delete an existing WhatsApp account and why numbers cannot be downgraded.
Migrating Your Number from Another Business Solution Provider (BSP) – understand what migration means, when it’s required and how to transfer numbers between providers or Business Managers.

Scaling and Management#

How to Increase Your Messaging Limits – explains messaging tiers, how to trigger automatic upgrades by messaging unique customers and why quality rating matters.
Managing Payments and Billing – find out how to add a credit card, handle billing and prevent service suspensions by keeping your balance topped up.

Troubleshooting#

Common Onboarding Issues and How to Resolve Them – addresses frequent problems such as IVR blocking verification codes, numbers still linked to the WhatsApp app and website issues.
Why Was My Display Name Rejected? – common reasons Meta rejects display names and how to fix and resubmit quickly.
Start Verification Button Greyed Out? Here’s What to Do – explains why the Business Manager’s Start Verification button may be disabled and provides troubleshooting tips.
Modified at 2025-12-25 10:11:43
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Quick Start: Sending Your First WhatsApp Message
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