Choose the right WhatsApp setup
| Setup | Best suited for |
|---|---|
| WhatsApp Business app | Manual one-to-one messaging by a small business |
| Meta Cloud API | Official, scalable automation and system integration |
| WhatsApp Coexistence | Eligible businesses that want to retain the Business app while adding Cloud API capabilities |
| Connected personal device | Lower-barrier, lightweight operational use where appropriate |
Typical sending process
Choose and connect your number
Select the connection type that matches your need for official API access, continued app use, automation and scale.
Prepare the image or document
Use a clear filename, readable design and reasonable file size. For promotions, keep the important offer visible on a phone screen and include essential context in the message text.
Select the recipient and message type
Send only to customers with an appropriate relationship or consent. When starting a business-initiated conversation through the official platform, an approved message template may be required.
Send and monitor delivery
Review message status, failures and replies. Follow up only when useful and avoid repeatedly sending media to disengaged recipients.
Useful business examples
- Restaurants sending menus and promotional artwork
- Property agents sharing listing images and brochures
- Retailers sending product photos and catalogues
- Clinics sending preparation information or approved documents
- Service businesses sending quotations and appointment material
- Training providers sending schedules and course brochures
Important policy considerations
Do not assume that having a telephone number automatically gives permission to send promotions. Respect consent, opt-out requests and WhatsApp platform policies. Business-initiated messages outside an open customer-service conversation may need an approved template, and some content categories are restricted.
WebWMS2U supports Meta Cloud API, WhatsApp Coexistence and connected-device options alongside campaigns, automation, AI-assisted responses, APIs and webhooks.