Plan & prerequisites
Confirm your WABA, complete Meta verification, and prepare your number migration plan. Use a dedicated API number to avoid interrupting support lines.
Tip: Keep roles scoped and audited; approvals prevent accidental sends.
Templates & approvals
Create utility and marketing templates with variables and buttons. Track status from Draft → Submitted → Approved, and always preview formatting.
- Variables:
{{1}}for name,{{2}}for order - Include clear opt-out language
- Use buttons for deep links and support
Quiet hours & frequency caps
Define regional quiet hours and per-contact frequency caps. Block sends during silent windows and always respect opt-outs.
Rollout checklist
- Test inbound/outbound on a sandbox audience
- Enable approvals for marketing templates
- Monitor the first 7 days: opt-out rate, CTR, replies