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220 changes: 32 additions & 188 deletions docs/2. Onboarding/02. Facebook Verification Process for WhatsApp Business API.md
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Expand Up @@ -31,64 +31,48 @@ To link an existing or new Facebook business page to your Facebook business acco

- Open your Facebook business account: https://business.facebook.com/

- Open "Settings" > Accounts > Pages and click on "Add"

<img width="661" alt="image" src="https://github.com/user-attachments/assets/a1e2a05e-5c12-42cd-8bbe-2de3a089b276" />
- Open `Business Settings` > `Accounts` > `Pages` and click on `Add`

- Select `Add a Page`

<img width="660" alt="image" src="https://github.com/user-attachments/assets/a41b5a65-6777-426b-aed5-a6b8fb215994" />
<img width="1338" alt="image" src="https://github.com/user-attachments/assets/c1954900-5c5e-478c-98c6-f0f7dce23321" />

- In the search type your existing Facebook business page, select it and press `Add Page`
- Select `Add an existing Facebook page`

- The page will be added to your Facebook business account
- Complete few steps as shown in the below screenhsot and the page will be added to your facebook business account

<img width="662" alt="image" src="https://github.com/user-attachments/assets/1e03f9f6-62a5-436c-a32a-69d89d7c09aa" />
<img width="1407" alt="image" src="https://github.com/user-attachments/assets/3e4ad848-cfdc-415d-b6d0-5034586ae53f" />

## How to verify your domain with Facebook ?

- Go to the Business Manager Settings on the left hand side.
- Go to the `Business Settings` on the left hand side.

<img width="759" alt="image" src="https://github.com/user-attachments/assets/feaa89b2-907d-4797-ab55-c9e9d3682ba8" />
<img width="1459" alt="image" src="https://github.com/user-attachments/assets/55ddec10-c257-4e68-bfbf-91a2227c77c7" />

- Navigate to `Brand Safety and Suitability
- Navigate to `Brand Safety and Suitability`

- Under this section, you should find an option for `Domain`

- Click on `Add a domain`
![image3](https://user-images.githubusercontent.com/143380171/274577857-73abca95-625f-484b-8fe6-96880aa45b23.png)

- Select `request access to your domain`

- You will get three options for how to verify your domain.

1) Adding a TXT record to your DNS
2) Uploading an HTML file to your server
3) Placing an HTML script on the homepage of your website.

- The first option is easy if you have access to your cpanel.
<img width="1444" alt="image" src="https://github.com/user-attachments/assets/3a179b99-ab16-46bb-8146-bff60355f950" />

- Facebook will provide you with a DNS verification that you need to complete to verify that you own the domain.

- Click on `Add a domain`

- You can add a TXT Record through the cpanel of your hosting provider.
- Select `Request access to your domain`

- This is done by logging into your hosting provider, going to your DNS Manager and clicking on `add TXT record`.
<img width="1466" alt="image" src="https://github.com/user-attachments/assets/6f9f2280-6e01-4b9c-af6e-02ec63327ece" />

- If that’s too much go with option 3: `meta-tag verification`.
- You will get have to complete the three options as shown in the screeshot and verify your domain.

- You just copy and paste a small bit of code to your home page by clicking the `meta-tag verification` menu option there in the top right.
<img width="1449" alt="image" src="https://github.com/user-attachments/assets/7731296e-926e-434f-946e-7ca3b34532cf" />

- With this method all you need is access to your website and place that the same place you have other tags like Google Tag Manager.

## Additional Notes on Adding a Domain:

When adding a domain, only include the domain name itself without "www." at the beginning. For example, if your domain is
"www.example.org," you should enter it as "example.org."
<br/>

![image4](https://user-images.githubusercontent.com/143380171/274578534-5a778337-1468-4fa4-806f-84568495b522.png)
![image5](https://user-images.githubusercontent.com/143380171/274578545-e48fc5f5-0afa-43ef-8322-969d3bfd639f.png)


## What is Business Verification ?

Expand Down Expand Up @@ -152,198 +136,58 @@ Below are the 4 things you need to keep handy before you start FB verification,

2) Access `Meta Business Suite`

<img width="850" alt="image" src="https://github.com/user-attachments/assets/74a63ea5-872a-4e9b-a1cc-38818eb8f8b1" />
<img width="1450" alt="image" src="https://github.com/user-attachments/assets/fa2dfe0f-6349-4f97-85ee-0f1ab03935ea" />

3) Click on the downward-facing arrow in the top-right corner of the Facebook interface to open the dropdown menu.
3) Click on the downward-facing arrow in the top-left corner of the Facebook interface to open the dropdown menu.

<img width="578" alt="image" src="https://github.com/user-attachments/assets/f8311a3e-d941-42ed-a197-c743e6adbe71" />
<img width="1459" alt="image" src="https://github.com/user-attachments/assets/55ddec10-c257-4e68-bfbf-91a2227c77c7" />


4) Choose your business name from the dropdown.
4) Choose your `Business name` from the dropdown.

5) Click on `Settings` sign right to your bussniess name.

6) If the settings icon isn’t visible, it’s likely that you don’t have a `business portfolio` yet. In that case, click on `Create Business Portfolio`.
6) If the settings icon isn’t visible, it’s likely that you don’t have a `Business Portfolio` yet. In that case, click on `Create Business Portfolio`.

7) Fill in all the required details, and once submitted, you should see the `Settings` icon next to your business name.
7) Fill in all the required details, and once submitted, you should see the `Business Settings` icon next to your business name.

<img width="398" alt="image" src="https://github.com/user-attachments/assets/fd057f17-89df-4a2a-828f-d90c0c169ef8" />
8) Click on `Business Settings` icon and go to `Busniess Info`

8) Navigate to `Business Setting`: Inside the Settings, locate and click on `Business Setting`

9) In the Business Setting section, you will find options to update your business details, including the `Legal Business Name`, `Address`,and
`Contact Number`.
![image1](https://user-images.githubusercontent.com/143380171/274556525-3cea209f-24b8-49dd-9884-f84b9aad76b1.png)

**Note:** The address you enter should match the document you'll be submitting for verification

10) Click on `View Details` next to the `Business verification status`.

<img width="573" alt="image" src="https://github.com/user-attachments/assets/3760cb4b-f12e-4067-b7f6-9cc1eaf20dcf" />

11) Sometimes, the ‘Start Verification’ button may be grayed out or show as Ineligible for Verification. In such cases, you'll need to create an account on Gupshup and complete a few steps. Once the Gupshup app goes live, return to the Facebook page, and the Start Verification button will be enabled. If it was previously marked as Ineligible, it will change to Start Verification.

<img width="775" alt="image" src="https://github.com/user-attachments/assets/7a6ff0bb-e7fe-4c28-82c1-436206b8e08a" />

<img width="989" alt="image" src="https://github.com/user-attachments/assets/b8fe9000-2b05-4de6-bd58-2b3dcfc07039" />

12)If the `Start Verification` button is enabled, proceed from point **#28** (at the bottom of this page) and then continue with creating an app on `Gupshup`.

13) Follow the video tutorial and the steps below to learn how to set up `Gupshup`.


<h1>Video Tutorial</h1>

<iframe width="800" height="500" src="https://www.youtube.com/embed/ej0ZeRMum4c?si=acpT8bCgmiIN_bFi" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>

<h4>Note- We recorded this video somedays back while working with an org. We will re-record a better one in future</h4>

Next, go to [Gupshup.io](https://www.gupshup.io/) and click on sign up

![image](https://user-images.githubusercontent.com/32592458/212237110-a32280c9-8826-474b-b7a0-094c84bbcd0d.png)


1. Then create your account using Google(preferred) and **using a common email id** like `info@glific.org` or `chat@glific.org` instead of a personal email id so that it can be accessed by different team members when something fails to work. Complete the Signup.

![image](https://user-images.githubusercontent.com/32592458/212237130-d20dc178-ccff-46b0-984a-b79d67cce1f0.png)


2. A verification mail will be sent on the updated email address. Please verify the link by logging into your email account.
**Once verification is done. Please login using the credentials.**

![image](https://user-images.githubusercontent.com/130072273/233285404-8c040eef-9f71-4faf-8489-a8767fc29d3a.png)


3. Under **Have you been referred?** please select `Yes, by an ISV/Partner` option. Click on `Proceed`.

**IMPORTANT NOTE** : This is a mandatory step to receive OTP’s for your password reset.

![image](https://user-images.githubusercontent.com/130072273/233286078-2c831c44-59e4-4536-a696-51bd0525e17d.png)


4. Please fill in the **Company/Organization details.**

![image](https://user-images.githubusercontent.com/130072273/233286330-38c97b9e-0eae-4a2c-b809-151201a24722.png)


5. Click on the `Create your first App` button.

![image](https://user-images.githubusercontent.com/130072273/233286709-06f3bb99-5f3e-41d2-b8f9-650dd3ad0474.png)



6. Enter an app name (No space or special characters allowed). T
This is something internal and not visible to your end users & also **it cannot be changed once setup is completed**. So you can go for something like `GlificChatbot` or `TamilNaduChatbot` etc…

![image](https://user-images.githubusercontent.com/130072273/233287354-f1aafdef-064f-4862-bf28-f392d8c7949b.png)


8. Once the App name is entered. It will show as **Created successfully**. Click on `Go to Dashboard`.

![image](https://user-images.githubusercontent.com/130072273/233287630-bb1481fb-c34c-493d-8fc2-e1a2d5837000.png)


9. After creating the app you will be redirected to the WhatApp dashboard(image below). Click on the `Go live` button.

![image](https://user-images.githubusercontent.com/130072273/233288175-775d6bbe-0367-4123-8a5e-a91e7ecb2fc7.png)


10. Select the type of phone number you wish to configure for your WhatsApp Business Account.

<img width="768" alt="image" src="https://github.com/user-attachments/assets/ab3614a9-a68c-4cdf-8fc4-24ecc33ccb80" />


11. Review the `data storage region`, the respective country's WhatsApp free, and select `Proceed`.

<img width="894" alt="image" src="https://github.com/user-attachments/assets/e3b77607-a051-4bbc-a010-b2561361a15b" />


12. Enter the details of a contact person from your organization (It should be someone who would be managing chatbot work for the organization) & click `Next`button.

<img width="771" alt="image" src="https://github.com/user-attachments/assets/b2e98ffe-53e0-4eb3-a0dd-d548ec1a5ed9" />

13. Click on `Confirm` button.

![image](https://user-images.githubusercontent.com/130072273/233290836-8858c4e3-a4ac-40ad-9f45-aa2dfd8cd349.png)


14. Click on `Continue with Facebook` in the next page. It will redirect to Facebook login page.

<img width="772" alt="image" src="https://github.com/user-attachments/assets/06e05787-b9b6-419e-9b64-93d546217fd8" />

- This step will open a pop-up window leading to Facebook.com. Do not close the pop-up window or navigate to a different page.

- Please ensure that your browser is configured to allow pop-ups to load.

15. Log into Facebook if you haven't already or click Continue as [your name] if you're already signed in. After logging in, you will be shown an overview of the process of connecting
your number to WhatsApp.

<img width="766" alt="image" src="https://github.com/user-attachments/assets/449ae355-ebd2-4da3-bebb-a4b133600149" />

16. Select `Get Started`.

<img width="769" alt="image" src="https://github.com/user-attachments/assets/9516829b-21b5-40f2-92ac-8e391836157b" />

17. Fill in your business information and select `Next`.

<img width="773" alt="image" src="https://github.com/user-attachments/assets/12827667-e3d2-4df9-8da0-ed919ca01666" />

18. Next, you will be able to select a WhatsApp Business Account (WABA) and WhatsApp Business Profile or create a new one.

<img width="769" alt="image" src="https://github.com/user-attachments/assets/3fcaf45e-905b-4c88-9774-ad0ec0e5c5b6" />

19. Now, provide details for your business information.

<img width="767" alt="image" src="https://github.com/user-attachments/assets/c5d759ab-91cc-452a-bdac-80ced08c0449" />

20. Create or select your WhatsApp Business account. Then, select Next.

<img width="770" alt="image" src="https://github.com/user-attachments/assets/b30028e1-58ea-4da6-86c6-3c70832424d0" />

21. Provide a WhatsApp Business display name and select the category. Then, select Next.

<img width="764" alt="image" src="https://github.com/user-attachments/assets/7853377b-b892-4338-9332-a02290a3f2c0" />

22. Next, you will receive a verification code on your registered phone number. Enter the verification code and select Next.

<img width="768" alt="image" src="https://github.com/user-attachments/assets/4dcbe3f6-cd53-421b-b2d9-71f0fbc2cf03" />

23. Review the permissions requested and select Continue.

<img width="768" alt="image" src="https://github.com/user-attachments/assets/8ea04b5b-f874-4e06-9832-7325269556ca" />

24. You're all set to go. Select Finish.

<img width="767" alt="image" src="https://github.com/user-attachments/assets/23a1b538-7329-4ab3-a898-fa2b5bc8c1e3" />
<img width="1448" alt="image" src="https://github.com/user-attachments/assets/5fbe0c2d-e02f-4436-93cb-5ab396d19880" />

24. Confirm the WABA ID and phone number.
11) Sometimes, the ‘Start Verification’ button may be greyed out or show as `Ineligible for Verification`. In such cases, you will need to create an account on [Gupshup](https://www.gupshup.io/) and complete a few steps.

<img width="769" alt="image" src="https://github.com/user-attachments/assets/16533c4c-a074-405f-88aa-debfc169270f" />
12) Please follow this link for how to [Setup and Organisation on Gupshup](https://glific.github.io/docs/docs/Onboarding/Setup%20an%20organisation%20on%20GupShup)

25. Congratulation! You are now ready to send messages. Select Go to dashboard.
13) Once the Gupshup app goes live, return to the Facebook page, and the Start Verification button will be enabled. If it was previously marked as Ineligible, it will change to Start Verification.

<img width="770" alt="image" src="https://github.com/user-attachments/assets/0b81b393-0016-47e7-9f12-bda6eafcf686" />

26. Configure read receipts in the Gupshup account. Please refer to [Configure read receipts in Gupshup account](https://glific.github.io/docs/docs/FAQ/Configure%20read%20receipts%20in%20Gupshup%20account./) for detailed steps.
14) If the `Start Verification` button is enabled, proceed with the below steps and then continue with creating an app on `Gupshup`.

27 Upload a display picture so it can be visible to your end users.Please refere [Update my profile picture of BOT](https://glific.github.io/docs/docs/FAQ/Update%20my%20profile%20picture%20of%20BOT/)

28. Then go to the Security Centre page on `Facebook business manager`. You should find the `start verification` button activated. In case it doesn&#39;t get activated instantly, you may give it some time. If it&#39;s taking longer than a few hours, contact us.
15) Then go to the Security Centre page on `Facebook business manager`. You should find the `start verification` button activated. In case it doesn&#39;t get activated instantly, you may give it some time. If it&#39;s taking longer than a few hours, contact us.

![image](https://user-images.githubusercontent.com/32592458/212237581-64976b86-a052-47a1-a685-10cc604032b5.png)


29. If you still don&#39;t see or get access to `start verification`, go to News Pages in your business manager, add your page and then click on verify your business.
16) If you still don&#39;t see or get access to `start verification`, go to News Pages in your business manager, add your page and then click on verify your business.

![image](https://user-images.githubusercontent.com/32592458/212237592-58a68279-af03-44b9-bca4-4e9b38d5e7f6.png)


30. The process is straightforward after that. You will be required to verify your business by uploading some documents. Please refer to this document for verification guidance: [https://drive.google.com/file/d/1HhcirTBjhiYdXcOUFg04uJG4yxL8vpq-/view?usp=sharing/](https://drive.google.com/file/d/1HhcirTBjhiYdXcOUFg04uJG4yxL8vpq-/view?usp=sharing/)
17) The process is straightforward after that. You will be required to verify your business by uploading some documents. Please refer to this document for verification guidance: [https://drive.google.com/file/d/1HhcirTBjhiYdXcOUFg04uJG4yxL8vpq-/view?usp=sharing/](https://drive.google.com/file/d/1HhcirTBjhiYdXcOUFg04uJG4yxL8vpq-/view?usp=sharing/)


31. As the doc will mention, using `Certificate of registration` is highly recommended to not get the approval process rejected. _Please make sure your provided business details exactly match with the detail in the document._
18) As the doc will mention, using `Certificate of registration` is highly recommended to not get the approval process rejected. _Please make sure your provided business details exactly match with the detail in the document._


32. Once done, Facebook will take 3-4 working days to review and you will receive an email once this is done. The button in the Security Centre will also have changed. Please reach out to us in case it&#39;s taking more than a week. We&#39;ll reach out to FB to expedite the process.
19) Once done, Facebook will take 3-4 working days to review and you will receive an email once this is done. The button in the Security Centre will also have changed. Please reach out to us in case it&#39;s taking more than a week. We&#39;ll reach out to FB to expedite the process.