How to send a WhatsApp message - META

This guide explains how to send WhatsApp messages using Batch’s Universal Channel feature.

With this setup, Batch directly calls the Meta API to send a WhatsApp message to your users.

Prerequisites

Before starting, make sure you have completed the following setup in Meta:

• A Meta Business Manager account

• A WhatsApp Business Account (WABA) created in Business Manager

• A Meta app with the WhatsApp product enabled

• A sender phone number

  • Test → generated in developers.facebook.com

  • Production → requires business verification

• An approved display name

• An approved message template

  • Created in WhatsApp Manager → Message templates

• An access token for a system user with permissions:

  • whatsapp_business_messaging

  • whatsapp_business_management

  • business_management

1

Step 1 — Add your META creditential into Batch

Batch needs to authenticate requests to Meta.

1. Go to Settings → Channels → Universal

2. Click New Credential Headers

3. Choose a name (e.g., “META - Whatsapp”)

4. Key → Authorization

5. Value → paste the bearer token from META (e.g., "Bearer YOUR_TOKEN")

6. Save

Add the information in the Universal channel settings

Note: You only need to add the credential once in Batch.

2

Step 2 — Configure the Universal step in Batch

In this step, you will add the Universal step in your Batch automation and configure it to trigger the Whatsapp message.

Add the Universal Step

1. Open the Batch automation where you want to trigger WhatsApp

2. Click the + button

3. Select Universal

This opens the Universal step configuration screen.

Configure the META request

Fill in the fields using the information from META:

1. Destination URL

Paste the URL shown in META's API trigger : https://graph.facebook.com/v22.0/{Sender-Phone-Number-ID}/messages

3. Headers

• Choose the credential header you created earlier (e.g., "META - Whatsapp")

• Add another header :

  • "Key" : Content-Type

  • "Value" : application/json

4. JSON Body Example:

{
    "messaging_product": "whatsapp", 
    "recipient_type": "individual", 
    "to": "{{b.phone_number}}", 
    "type": "template", 
    "template": {"name": "YOU_TEMPLATE_ID"}, 
    "language": { "code": "fr"} 
}

Configure the universal channel step

3

Step 3 — Test the connection

Once your Universal Step is configured, you can test it directly from Batch to make sure everything is working properly.

How to test

1. In the Universal Step, click Test API.

2. If your JSON body includes personalization (e.g., {{b.phone_number}}), choose a test profile so Batch can fill in real data.

3. Click to send the test request.

Use the "Test API" button in order to make sure everything is working properly

What the test does

• Batch performs the exact same API call it will make when the automation is live.

What Batch validates

Batch will display whether the request was successfully delivered to META or if something needs fixing (e.g., wrong URL, missing key, invalid JSON).

Note: Batch can only confirm that the trigger was correctly called. It does not have visibility on what happens inside META afterward (e.g., whether the message was sent or failed).

4

Step 4 — Activate your Batch automation

When the test is successful, you can turn your Batch automation live.

To activate

1. Review your workflow, including the Universal step.

2. Run your automation

Once live

• Every time a profile moves through this step in your automation, Batch will send the whatsapp message.

Additional Universal steps

If you want to trigger multiple WhatsApp scenarios (e.g., a follow-up message, or different Whatsapp messages), you can add more Universal Steps within the same Batch automation or in a new one by following these steps again (Step 1 can be skipped).