Connect WhatsApp Business with Meta Embedded Signup, reuse the existing Postly Editor, select an approved template, choose a saved contact list from Preview and track message status like any other publishing channel.
WhatsApp publishing is template-based. Postly will not treat WhatsApp like a group, page or feed. Users publish approved templates to saved contact lists, and replies are handled in a lightweight inbox because Meta API behavior requires reply handling.
Integration Steps
Users own the WhatsApp Business Account, phone number and Meta billing relationship. Postly manages the secure integration, token storage, webhook registration and channel mapping.
Start in Postly. The Meta Embedded Signup popup opens from the WhatsApp connection screen, so users do not need to paste API keys, access tokens, app secrets or webhook URLs manually.
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In Meta, the user selects or creates the Meta Business, WhatsApp Business Account and phone number they want to connect. The user owns the WABA, phone number and Meta billing relationship; Postly manages the secure integration layer.
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Postly requests whatsapp_business_messaging and whatsapp_business_management so it can send approved template messages, access WhatsApp assets and complete the connection after onboarding.
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After Meta redirects back, Postly stores the token securely, maps the Business ID, WABA ID and Phone Number ID, registers webhooks and adds the WhatsApp phone number as a publishing channel in the workspace.
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Publishing Process
WhatsApp can be selected alongside social channels, but the send model is contact-based. The Editor handles template selection, while Preview handles contact-list selection.
Channel shown in Postly
WhatsApp — +1 555-123-4567The channel is the phone number. No WhatsApp groups, feeds or pages are connected.
WhatsApp appears beside Facebook, Instagram and other connected channels. The channel identity is the connected phone number, not a group, feed or page.
Template selection is mandatory for all WhatsApp publishing. Users choose an approved template and fill the required variables before sending.
The Preview section shows a contact-list dropdown. Users select an existing saved list; no contact editing happens during publishing.
Postly sends one WhatsApp message per contact and shows simple publishing status: sent, delivered, read or failed.
Contact Management
Users do not edit recipients while publishing. They upload, save and label contact lists first, then select an existing list from the Preview panel.
[ Select Contact List ▼ ]Bulk Post: CSV and Google Sheets
CSV and Google Sheets are the only bulk posting paths. When a row has send_to_whatsapp enabled, Postly publishes automatically to the active contact lists configured for the workspace.
send_to_whatsappRequiredSet to true to publish the row to WhatsApp.template_nameRequiredApproved WhatsApp template to send.language_codeRequiredTemplate language such as en_US.variable_1...nOptionalPersonalized template values.media_urlOptionalMedia used by supported media templates.Publishing Status
WhatsApp should follow the same simple publishing-status pattern users already understand from channels like Facebook.
Message was accepted for delivery.
Message reached the recipient device or account.
Recipient read the message when read receipts are available.
Message could not be delivered or was rejected.
Inbox Required by Meta
The inbox exists because Meta API behavior requires Postly to handle user replies. The goal is the lightest useful reply surface, not a full support desk.
Product Scope
WhatsApp extends Postly into template-based business messaging while reusing publishing, contacts, Bulk Post, AI Studio and status tracking patterns users already understand.
Connect WhatsApp Business through Meta Embedded Signup.
Show WhatsApp as a connected phone-number channel in Postly.
Use the existing Postly Editor instead of building a separate WhatsApp editor.
Require approved templates for all WhatsApp publishing.
Require users to upload, save and label contact lists before publishing.
CSV and Google Sheets use send_to_whatsapp with active workspace contact lists.
Receive replies because Meta API behavior requires reply handling.
Generate reply suggestions using Postly AI Studio credits.
Export contacts, messages and campaign results in simple flat formats.
CRM Export
Export contacts, messages and campaign results in compact formats that can be imported into CRM tools.
phone_number, name, last_message_at, total_messages
phone_number, message, status, timestamp
campaign_name, sent, delivered, read, failed
WhatsApp is selected beside social channels, but it uses templates and contact lists because WhatsApp sends messages to recipients, not posts to feeds.
Users connect through Meta Embedded Signup instead of copying API keys. Postly handles tokens, webhooks, WABA mapping and phone number sync after onboarding.
Postly includes a lightweight inbox because WhatsApp users can reply to business messages, and those replies must be received, stored and displayed.
FAQ
The connected WhatsApp phone number is the channel. WhatsApp does not connect as a group, feed or page.
No. For this Postly publishing flow, template selection is mandatory for all WhatsApp publishing to keep the product simple and compliant.
The user selects a saved contact list from the Preview section. Contacts are uploaded, saved and labeled before publishing; they are not edited during publishing.
CSV and Google Sheets use the send_to_whatsapp field. When it is true, Postly publishes automatically to the workspace active contact lists.
An inbox is required because Meta API behavior allows users to reply to WhatsApp messages. Postly must receive and store those replies and show the conversation history.
Postly handles Embedded Signup, token storage, webhooks, template-based publishing, contact-list selection, Bulk Post triggers, lightweight replies and publishing status while users keep ownership of their WABA and phone number.
These pages are available for SEO discovery and deep links. They target high-intent WhatsApp Business, Cloud API, templates, publishing, CSV, Google Sheets, inbox, analytics and CRM export searches.
Connect a user-owned WhatsApp Business account through Meta Embedded Signup and manage messaging from Postly.
Read topicUse Postly's managed Cloud API integration for tokens, webhooks, message delivery, templates and status tracking.
Read topicSchedule WhatsApp free-form or template messages with checks for the 24-hour customer service window.
Read topicPlan WhatsApp messages in Postly while enforcing template requirements for new, bulk and expired-window conversations.
Read topicManage approved WhatsApp templates for business-initiated messages, campaigns and scheduled outreach.
Read topicUnderstand when free-form WhatsApp replies are allowed and when Postly requires an approved template.
Read topicRun WhatsApp bulk campaigns through templates, CSV or Google Sheets while respecting opt-in and messaging rules.
Read topicPrepare CSV-based WhatsApp campaigns with phone numbers, template names, language codes and variables.
Read topicUse Google Sheets as a campaign source for approved WhatsApp templates and personalized variables.
Read topicGuide users through Meta Embedded Signup so Postly receives the right WhatsApp assets and credentials securely.
Read topicReceive inbound WhatsApp messages, map them to contacts and reply from a simple conversation view.
Read topicTrack WhatsApp message status events in Postly for delivery, read and failure visibility.
Read topicMeasure sent, delivered, read and failed WhatsApp messages for templates, campaigns and replies.
Read topicUse WhatsApp read status updates to understand which messages and campaigns are being opened.
Read topicGenerate WhatsApp replies with Postly AI Studio credits while keeping the user in control of sending.
Read topicCreate contacts automatically from inbound WhatsApp messages with phone number, timestamps, tags and opt-in status.
Read topicExport WhatsApp contacts, conversations, messages and campaign results in CRM-ready formats.
Read topicSend supported media in WhatsApp free-form messages or templates when messaging rules allow it.
Read topicUse Postly-managed webhooks to receive inbound messages, delivery updates, read events and template changes.
Read topicUse business management permissions to connect WABA assets, templates and phone numbers during onboarding.
Read topicUse messaging permissions to send allowed WhatsApp free-form and template messages through Postly.
Read topicMeasure campaign performance by template, campaign name and message status.
Read topicTrack template review states so scheduled and bulk messages only use approved WhatsApp templates.
Read topicKeep opt-in status visible and use templates for compliant business-initiated WhatsApp outreach.
Read topicValidate the 24-hour window, message type and template approval status before WhatsApp delivery.
Read topicSchedule WhatsApp campaigns with approved templates, variables and delivery status tracking.
Read topicConnect the user's WhatsApp Business Account while Postly manages secure integration logic.
Read topicPostly syncs the user's WhatsApp Phone Number ID during onboarding for outbound and inbound messaging.
Read topicAvoid manual API key entry by letting Postly manage tokens from Meta Embedded Signup securely.
Read topicUse queueing and delivery checks to avoid unsafe WhatsApp campaign sending patterns.
Read topicUse WhatsApp templates, inbox replies and exports for SaaS onboarding, alerts and customer updates.
Read topicHelp agencies schedule template campaigns, track delivery and export CRM-ready WhatsApp results.
Read topicUse approved templates and opt-in contacts for creator updates, launches and follow-ups.
Read topicManage WhatsApp template messages, inbound questions, media, delivery tracking and exportable customer history.
Read topicKeep full WhatsApp message history per contact for replies, analytics and CRM-grade exports.
Read topicDownload campaign-level WhatsApp results with sent, delivered, read and failed counts.
Read topic