Quickstart Guide

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Step 1: Create Your WapiKit Account

1. Visit WapiKit’s website and click “Sign Up”
2. SignUp using Email or via OAuth
3. Complete your profile with your name and username

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Step 2: Create Your Organization

After signing in, you’ll need to create an organization:

1. Click “Create Organization” on the dashboard
2. Enter your organization website url, we recommend adding a website, because we use your website for smart onboarding which helps our AI system to understand your business.
3. Edit your organization description once auto generated.
4. Click “Proceed”

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Step 3: Connect WhatsApp

To use WapiKit’s WhatsApp marketing features, you need to connect your WhatsApp Business account:

1. In your WapiKit dashboard, go to Settings > Integrations
2. Click “Connect” next to WhatsApp Business Platform
3. Follow the guided setup process:
   • Create a Meta Business Account (if you don’t have one)
   • Set up a WhatsApp Business Account
   • Generate API credentials
   • Enter these credentials in WapiKit

For detailed instructions, see our WhatsApp API Setup Guide.

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Step 4: Import Your Contacts

Before sending messages, you need to add contacts to WapiKit:

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Option 1: Add Contacts Manually

1. Go to Contacts > Add Contact
2. Enter the contact’s name and phone number
3. Add any additional information in the attributes section
4. Click “Save”

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Option 2: Bulk Import Contacts

1. Go to Contacts > Import
2. Download our CSV template
3. Fill in your contacts’ information following the template format
4. Upload the completed CSV file
5. Map the columns to the correct contact fields
6. Click “Import”

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Step 5: Create a Contact List

Organize your contacts into lists for targeted messaging:

1. Go to Lists > Create List
2. Name your list (e.g., “VIP Customers” or “Newsletter Subscribers”)
3. Add a description
4. Select contacts to add to this list
5. Click “Create List”

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Step 6: Create a Message Template

For creating template you need to visit your Meta Developer account and create a template there.

Template approval typically takes 30 minutes to 24 hours.

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Step 7: Send Your First Campaign

Once your template is approved, you can send your first campaign:

1. Go to Campaigns > Create Campaign
2. Name your campaign
3. Select the contact list to target
4. Choose your approved template
5. Fill in the template variables
6. Preview your message
7. Schedule the campaign or send immediately
8. Click “Launch Campaign”

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Step 8: Monitor Results

Track the performance of your campaign:

1. Go to Campaigns > [Your Campaign Name]
2. View key metrics:
   • Delivery rate
   • Read rate
   • Response rate
   • Click-through rate (if you included links)
3. Analyze which contacts engaged with your message

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Step 9: Manage Conversations

When customers respond to your campaign, their messages appear in your inbox:

1. Go to Conversations
2. View all active conversations
3. Click on a conversation to respond
4. Use AI-suggested responses to reply quickly
5. Assign conversations to team members if needed

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Step 10: Set Up AI Automations

Leverage WapiKit’s AI capabilities to automate customer interactions:

1. Go to Automations > Create Automation
2. Select an automation type (e.g., Welcome Sequence, FAQ Responder)
3. Configure the triggers and conditions
4. Set up the automated responses
5. Test the automation
6. Activate it for your customers

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Next Steps

Now that you’ve completed the quickstart, explore these advanced features:

• Set up team members to collaborate on customer conversations
• Create advanced automations for personalized customer journeys
• Analyze your messaging performance with detailed analytics
• Integrate WapiKit with your existing systems using our API

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Troubleshooting

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Common Issues

Template Approval Rejected

• Ensure your template follows WhatsApp’s guidelines
• Avoid promotional content in utility templates
• Remove any prohibited content (gambling, alcohol, etc.)
• Simplify complex templates

Message Delivery Failures

• Verify phone numbers are in the correct format with country code
• Check that contacts have opted in to receive messages
• Ensure your WhatsApp Business account is in good standing
• Verify your template is approved and active

Connection Issues

• Check your WhatsApp API credentials
• Ensure your webhook URL is correctly configured
• Verify your payment method is valid

For more help, contact our support team at [email protected] or visit our Community Forum.