Setting up Meta Business Manager

Overview

Use this guide to create a Meta Business Manager, connect your WhatsApp number, and complete the setup needed for broadcast messaging in Yazi.

You can start building and testing in Yazi before your live WhatsApp number is ready. Work completed in sandbox carries over once your number goes live.

Before You Start

You will need:

• A work email address

• A Facebook login for Meta authentication

• Basic business details such as your company name, website, and address

Important clarification about using a personal Facebook login

• Business Manager stays separate from your personal Facebook account.

• Facebook is only used as the login mechanism.

• You can leave or remove it later if needed.

• Your personal profile is not linked to participant communications or business assets.

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Step-by-Step Setup

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Step 1: Create a Meta Business Manager

Go to Meta Business Settings and click Create Business.

Enter:

• Your business name

• Your name

• Your business email address

Meta may also ask for:

• Website

• Business type

• Business address

Complete the phone or email verification step when prompted.

Create Business Manager

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Step 2: Add teammates to Business Manager (Optional)

If other team members need access:

1. Open Business Manager.

2. Go to People.

3. Click Invite people.

4. Assign the required permissions.

5. Use Full control only if they need admin-level access.

Add people to Business Manager

Assign admin access

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Step 3: Sign up to Yazi

1. Go to app.askyazi.com.

2. Click Sign Up.

3. Register with your work email.

4. Join the organisation using access code x.

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Step 4: Start your WhatsApp number setup in Yazi

After logging in:

1. Open Settings.

2. Select Upgrade to Standard.

3. Follow the prompts to connect your WhatsApp number.

4. Authenticate with Meta when prompted.

For a detailed walkthrough, see Setting up WhatsApp number in Yazi platform.

Meta may ask you to log in with a personal Facebook account during this step. This is only for authentication.

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Step 5: Choose your WhatsApp display name

Set the display name for your WhatsApp number. This should match your company name for Meta verification purposes.

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Step 6: Add payment details

Once your WhatsApp number is connected, add your payment method in Meta Business Manager.

This covers Meta messaging fees, such as broadcast sends. Marketing messages are typically charged by Meta at around £0.0382 per message.

For setup instructions, see Add a Payment Method.

If you prefer, Yazi can consolidate Meta messaging costs into your Yazi invoice.

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Step 7: Verify your business for higher sending limits

If you plan to send at higher volume, verify your Meta Business Manager.

Verification usually requires:

• Proof of business address

• Business registration documents

You can start this in Security Center.

Verification increases your daily sending limit from 250 per day to 1,000+ per day, depending on your Meta status.

For more detail, see Get your business manager verified.

This is a standard anti-fraud process required by Meta for larger-scale messaging.

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Step 8: Finalise setup in Yazi

Once your number is live:

• Yazi will complete the remaining back-end configuration

• You can continue building your survey or interview flow in the app

• You can test using Yazi's test number until your dedicated number is fully live

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Useful Notes

• Message usage can be tracked by project inside Yazi.

• This makes it easier to allocate costs internally.

• If your finance team prefers a single invoice, Yazi can consolidate WhatsApp and Meta messaging charges.