Setup an organisation on GupShup
5 minute read
Beginner
For a GupShup account, you will also need
-
A new phone number or an phone number that hasn’t been used with WhatsApp(**). The sim card should be activated with a minimal plan so as to receive sms verification code/call from Gupshup
** To dis-associate your phone number from WhatsApp you need to open WhatsApp on your phone. Go to Settings → Account → Delete my account. Note - simply uninstalling the app **does not** remove the association between the phone number and WhatsApp.
There are 2 ways to proceed with your gupshup account. You will need to make that choice at step #13 in the documentation below.
- Traditional Flow : Here is a video from gupshup that outlines the process for going live with "Traditional Flow" . You would do this if you have a verified Meta Business Manager account.
- FaceBook Embedded Flow : If your Meta Business Account is not verified you may have to choose the "Embedded Flow".
Here is useful documentation from Gupshup.io that helps you understand the difference between the two.
TIP: To check if your Facebook Business Manager Account is verified, log in as admin into your Meta/Facebook Business Account at business.facebook.com. You need to select your business in the dropdown at the top left (it may be default) ; Using the left menu go to Settings-> More Business Settings -> Security Center to check verified status.
Create your GupShup Account
Note :- This is a Self-Service step. No need to contact to Gupshup for this. Gupshup may take the route of enterprise Gupshup setup, which is not useful and not required for Glific SAAS service.
- Go to https://www.gupshup.io/ and Click on Login and then Click on sign up here link. Note: Please create an account such that it is shareable with other team members. Because GupShup doesn't allow multiple team members on one account.
![Screenshot 2023-03-27 at 4 05 03 PM](https://user-images.githubusercontent.com/16541548/227918374-b701f880-d0b6-4f3e-a030-1e798e705f07.png)
![Screenshot 2023-03-27 at 4 04 49 PM](https://user-images.githubusercontent.com/16541548/227918354-cf811f98-9f55-4068-b250-cbe7c40c6b79.png)
![Screenshot 2023-03-27 at 4 08 33 PM](https://user-images.githubusercontent.com/16541548/227918761-79ab9c9f-4d89-4629-997a-e446eb376d12.png)
2 . After Signup access and click on the login
link
![Screenshot 2023-03-27 at 4 05 03 PM](https://user-images.githubusercontent.com/16541548/227918374-b701f880-d0b6-4f3e-a030-1e798e705f07.png)
- Enter your email and password. Or use Google/FB account to login.
For an NGO organization, the preferred option would be Google (using your G Suite email id) or Facebook (your NGO Facebook page).
-
If it does not redirect you go to the WhatsApp dashboard you can also use this link. https://www.gupshup.io/whatsappassistant/#/whatsapp-dashboard
-
Click on the
+Create App
button on the WhatsApp dashboard screen in the right top corner.
![Screenshot 2023-03-27 at 4 11 50 PM](https://user-images.githubusercontent.com/16541548/227919452-c7724105-1da9-4b57-a707-22f5065160a8.png)
6 . CreateApp page will open up. Click on select Access API
button.
![Screenshot 2023-03-27 at 4 13 33 PM](https://user-images.githubusercontent.com/16541548/227919743-90707ed1-4f47-4878-9a1f-7fa85911e4f8.png)
- Enter your organization name and create the app. The name of the app could be your org name or initials or any variations like organization name or abbreviation (CC, ILP, SoL, etc).
![Screenshot 2023-03-27 at 4 15 04 PM](https://user-images.githubusercontent.com/16541548/227920097-1f55e8d4-6cb9-44d7-8656-88da23ff07c7.png)
- Click on Go To Dashboard button.
![Screenshot 2023-03-27 at 4 15 53 PM](https://user-images.githubusercontent.com/16541548/227920529-24bfb3c1-2197-40b3-882a-2149edbe17f6.png)
- Click on GO LIve Button
8 . Click on
Onboarding mechanisms
dropdown arrow. And scroll down.
a) Disable Automated opt-in message.
- It will redirect to the stage 2 page. Scroll to the bottom and click on
next
button.
10 . Step 3 page. Enable template messaging.
11 . Scroll down and click on Go To dashboard
button
12 . After creating the app you will be redirected to the what app dashboard(image below). Click on the Go live
button.
13 . It will ask to select one of the options. Select Go Live with Traditional Gupshup Flow
and then select New Number
and then click on confirm
button
14 . It will ask to if you are ready to setup your business details. Click on I am ready
button
15 . Enter the country
and scroll down to click on proceed
button
- Fill in all your general details and your email id (on which you will receive verification email), office address, etc... (All the details should match your Facebook manager account) and then click on
next
.
- Verify your account via the verification email and click
confirm
.
- Then it will ask for your Facebook business manager id. You can get it from here. Enter your FMId and click on confirm.
- After that it will ask you to add a Facebook Business manager ID and then it will ask a new chatbot number. Enter the number and click on
save
.
-
After adding the chatbot number, Gupshup mentions that they take 2-7 days to verify your Facebook manager ID.
-
Go to your Facebook manager and accept the request from the request screen. (It should show on this screen below).
- Now go to your Gupshup account again and verify the mobile number via OTP or a call (image as shown in point 9).
-
After verification, you will be live on Gupshup.
-
Please make sure your option to send template messages is enabled (see below*).*
25 . Turn off the automated opt-in message option (refer to the image below ), so that users will not get optin message when they send the message for the first time. Glific provides an easier way to get optin preferences from a flow. Refer Configure Optin & Optout preferences in Glific for more details.
Configure Read Receipts in the Gupshup Account
Please refer to Configure read receipts in Gupshup account for detailed steps.
If you're done with this step and want to get started with Glific, you may also check out the onboarding steps here.