What does white label mean?

By default, all the broadcasts are sent with Exly’s name. That is, even though you write the messages and templates, the sender’s name there will be Exly.

To white label means to have Exly’s name replaced with your own business name and number.

What are the benefits of white labelling your Whatsapp communications?

White-labeling your WhatsApp communications is like giving your brand a sleek, professional outlook. It is like having a dedicated business presence on one of the most widely used messaging platforms, but with a personalized touch that aligns seamlessly with your brand's identity.

By white-labeling your WhatsApp communications, you can add your own custom elements, such as your logo and sender’s name. This not only enhances the overall customer experience but also reinforces your brand's credibility and professionalism.

Customers appreciate the attention to detail and consistent branding across all touchpoints, creating a cohesive and memorable experience. Whether you're sending updates, handling inquiries, or providing support, your white-labeled WhatsApp communications ensure that your brand remains front and centre, fostering trust and strengthening customer relationships.

On Exly, you can easily white label your whatsapp communication.  Read this easy-to-follow guide on how to do so:

Step 1: On the Creator Tool page, scroll down to the Integrations menu on the left side.

On the new screen that opens, you’ll see a Coming Soon subtitle on the Whatsapp card. This is because White labelling is a request feature.

To request the feature, click on Talk to our Expert  from the bottom left of the Creator Tool page.

You’ll be redirected to our customer handling whatsapp chat where you can ask for the whatsapp white labelling to be enabled.

You’ll get a confirmation when the white labelling feature has been enabled for you. If you still see the Coming Soon subtitle on the whatsapp card, logout of your current and and login again.

Step 2: Click on Connect Whatsapp from the whatsapp card.

A screen will open with step by step guide.

After integrating your WhatsApp number with Exly, you can:

  • Create custom templates on WhatsApp and use them for your one-time and automated campaigns.

  • Send WhatsApp messages to your clients with your own number and under your own brand name.

How do you connect your WhatsApp number?

To continue, you’ll need to create a WhatsApp Business Account and connect your Meta Business Manager. Make sure you have these ready:

  • Your company’s legal name and address

  • A display name and short business description

  • A phone number that does not have an existing WhatsApp account.

What will happen while your setup is in progress?

  • The WhatsApp Business Account creation process might take up to 1-2 hrs and the time taken to verify your Meta Business Manager can vary from as little as 10 minutes to 14 business days.

  • After this we will be setting up all your previous WhatsApp templates (if any) and all WhatsApp automated messages for this number.

  • Until verification, all your WhatsApp communications will be sent via Exly’s number

  • Once everything is set up, we’ll notify you via email. Thereon, all WhatsApp messages will be sent from your own number.

Things to note after you’ve connected your WhatsApp number

  • The custom templates you had created earlier would be migrated to your personal number. The status of these templates is subject to Meta’s approval.

  • In case any templates were rejected during migration, you would need to manually submit them again for approval.

  • All your previously-set Offering Specific Communications will start going via your number until and unless the template used gets rejected on your number. In that case, the communication(s) will keep going from Exly's number. It'll start going from your number once the template is approved or updated

Step 3: After reading the guide, click on Setup to start the process of setting up a business account.

Click on Continue with Meta to create a WhatsApp business account and connect it with Exly

A window will pop up where you’ll have to verify the information about the company and the phone number that you would like to connect to whatsapp business.

Check the box agree the terms and conditions. Next login to your facebook account by entering the email ID and password for the same.

After logging in, you’ll get a pop up asking for permissions that you’ll have to share with AiSensy where you’ll have to click on Get Started button on the bottom right.

Step 4: Fill in your business information. Select from an existing or create a new Meta business account to add your number.

Add a Business name and a business email address. Add a business website or profile page. Here you can add the website you’ve created on Exly or even a social media profile page. Add a country and click Next.

Step 5: Create or select your WhatsApp Business account. This WhatsApp Business account will belong to your business portfolio.

If you don’t have a business account pr profile yet, you will have to create one.

Step 6: Create a WhatsApp business profile. This profile will show information about your business to people on WhatsApp. You can edit this information at any time by going to Business assets in Meta Business 

Suite settings and selecting this WhatsApp account.

You can also add a business description and a website URL for the same profile. Even though they are optional fields, it is suggested to give a description of your business and add a website.

Step 7: Add a phone number for WhatsApp. This is the number that people will see when they chat with you. Learn how to use a number that's already on WhatsApp.

You can verify this number with thought text message of a phone call.

After adding the number click on Next to move to the last step and verify your number.

Step 8: After adding all the detail you can exit the screen. When you go back to the original screen of connecting your whatsapp, you’ll see that the Continue with Meta has been replaced with Sync your account status

If everything happens successfully, syncing the account status will send the account for verification to Meta, otherwise, you’ll see the Continue with Meta button again and you’ll have to follow all the above mentioned steps again.

Remember, the account verification depends entirely on Meta. Sometimes, the verification can happen instantly, sometimes they take longer than usual for the same process.

Creators will receive a communication from Meta whenever their business account has been verified.

Step 9: Once your account has been verified and connected, the next step is to get your Meta Business Manager Verified.

It is suggested to get your Business Manager verified soon if you want to take up Whatsapp marketing as it can take Meta upto 14 days to get this account verified.

You can watch the video provided to get a step by step guide on how to connect your Meta Business Manager.

Step 10: Once you account and business manager have been verified and connected, you’ll be able to see the number on the setup screen.

However, it is not available to send whatsapp broadcasts immediately. A successful integration and activation might take 1-2 days we will be setting up all your previous Whatsapp templates and all Whatsapp automated messages for this number. You’ll be notified once your Whatsapp number is ready to use.

On the Same page you can also Edit Whatsapp Business Profile and even apply for a green tick.

Once the setup is complete, all the automated messages and further campaigns will start going from the creator’s number.