How to Connect WhatsApp to Loyally

Connect your WhatsApp Business API with Loyally to send automated messages, point updates, and loyalty offers directly through WhatsApp.
This setup uses the Meta (Facebook) Developer platform to link your verified WhatsApp Business number with Loyally.

🧰 What You’ll Need

Before starting, make sure you have:

• A Facebook Business Account

• Access to Meta for Developers

• A WhatsApp Business Account connected to your Facebook Business Manager

• A Facebook Page linked to the same Business Manager

• Admin access in your Loyally account

⚙ Step 1. Create a Meta Developer App

1. Go to https://developers.facebook.com.

2. From the top-right, select My Apps → Create App.

3. On the App Type screen, select Other.

4. Then choose Business.

5. Enter your Application Name, email, and select or create a Business Manager.

6. Click Create App.

🧩 Step 2. Add WhatsApp Product

1. Once the app is created, scroll down and find WhatsApp.

2. Click Set up.

   

3. On the next screen, select your Business Profile and click Continue.

   

4. Click Start Using the API.

   

☎ Step 3. Add and Verify Your Business Phone Number

1. Add the phone number you’ll use to send WhatsApp messages.

   

2. You can use a test number initially to check message delivery.

   

3. Once added, you’ll see your:

   • Phone Number ID

   • WhatsApp Business Account ID

     

💡 Save these — The “Phone number ID” and “WhatsApp Business account ID” will be required to connect your Loyally account later.

🌐 Step 4. Configure Webhooks

Webhooks allow Loyally to receive WhatsApp message data (for example, delivery status, inbound replies).

1. In your app’s sidebar, go to WhatsApp → Configuration.

2. Click Callback URL – Edit.

3. Fill in the following fields:

   1. Callback URL:

      https://mailing.digitalwallet.cards/whatsapp/webhook/inbound

   2. Verify token:

      whatsapp_bot_webhook_verify_token

4. Click Verify and Save.

5. You should see a success message confirming webhook verification.

⚙ Step 5. Enable Webhook Subscriptions

1. Go to Webhooks → Manage.

2. Find Messages in the list and Enable it.

🔒 Step 6. Generate a Permanent Access Token

Temporary tokens from Meta expire in 24 hours, so you’ll need a permanent one.

1. Visit https://business.facebook.com/settings/people.

2. Select the Business Manager you used earlier.

3. Navigate to Users → System Users.

4. Click Add.

5. Enter a name (e.g., Loyally Integration) and select the Admin role and click Create system user.

   

6. Open the new user → click Generate New Token.

7. Choose your App.

8. Set Token Expiration to Never.

9. Enable the following permissions:

   1. business_management

   2. catalog_management

   3. whatsapp_business_management

   4. whatsapp_business_messaging

10. Click Generate Token.

11. Copy and save the generated permanent token.

💡 Keep this token in a secure password manager.

🧱 Step 7. Assign Assets and Enable Manage App

1. In the System Users tab, click your user.

2. Open Assign Assets → Apps.

3. Enable Manage App.

4. Save your changes.

🚀 Step 8. Enable Live Mode

1. Go back to your App Dashboard in Meta.

2. Switch the app from Development to Live Mode.

3. Confirm your app is connected to your verified Business Account.

💡 Live mode is required for sending real messages through the API.

🔗 Step 9. Connect WhatsApp to Loyally

1. Go to your Loyally Dashboard.

2. Navigate to Mailings → Settings.

   or visit directly: https://app.loyally.ai/mailings/settings

3. Click Connect WhatsApp Bot.

4. Fill in the required fields:

   1. Token: [your permanent access token]

   2. Phone number: [your business number]

   3. Phone Number ID: [from Meta]

   4. WhatsApp Business Account ID: [from Meta]

5. Click Connect.

6. Once connected, the status will show Active.

✅ Your WhatsApp Bot integration is complete 🎉

🧰 Troubleshooting

💡 Tip: Check your Meta Developer Logs → WhatsApp → Activity for detailed error messages.

✅ Summary

Connecting the WhatsApp Bot to Loyally lets you send automated, personalized messages that strengthen your customer relationships.
Once integrated, you can use WhatsApp as a powerful communication channel inside campaigns — keeping customers engaged and informed wherever they are.

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