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WhatsApp for Business
Last updated on
July 17, 2025

WhatsApp Meta best practices

This article will help you to get an understanding about improving the quality of your WhatsApp business profile in Meta.

The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).

Native integrations

Getting started with Dynamic form

Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:

Meta Business verification

You can verify your Business in Meta in order to access certain features. If the business is approved, Meta will analyse the messaging quality to determine if the activity warrants an increase in the messaging limit.

Before getting started:

• Make sure you have the administrator rights to the business account.

• Make sure that you have the following documents,

   - Certificate/Articles of incorporation

   - Business registration or licence document

   - Government-issued business tax document: This could include a tax certificate. Self-filed tax documents are not accepted.

   - Business bank statement

   - Utility bill: A utility bill is only accepted for Business address and Phone number. The legal business name must be on the utility bill. A utility bill is not an acceptable document for legal business name verification.

Let's get started:

1. Navigate to the Meta Business security settings, select Setting up a WhatsApp business account as the use case and click on Start verification.

2. Click on Get started, select the location, select the type of your business and the registration status.

3. Fill in your business details and click on Next.

4. Select your business. If it is not listed, select My business isn't listed and click on Next.

5. If you have selected My business isn't listed, you need to upload certain documents to verify the business. Select one of the verification methods and click on Next.

6. Upload the required documents and click on Next.

7. Confirm and verify your business email address.

After you've submitted the request, a decision will be made in as little as 10 minutes and as long as 14 working days. You will receive a notification from Meta regarding the business verification once it is reviewed and processed.

Updating payment method

You can add, remove, or update the payment method to start sending template messages and initiating campaigns via WhatsApp :

1. Head over to Meta Business Payment methods and select the relevant business account.

2. Under Accounts, click on WhatsApp business accounts and click on Add payment method.

3. Select the country, currency, and the time zone. Click on Next. Note that the location and currency cannot be changed once set.

4. Select the preferred payment method and click on Next.

5. Enter your card's information and click on Save.

FAQs

I want to know more about pricing

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Our help team is always ready to help. You can visit help.serviceform.com to access our help documentation or you can chat with one of our support team members here. Also, you can ask anything in an email to our support team via help@serviceform.com.

What does my Serviceform plan include?

The free forever plan gives you access to all conversion tools. Our conversion tool suite includes Chatbots, Forms, Popups, WhatsApp Chatbots, Landing Pages, and much more. You can install as many tools as you wish and get 50 interactions every month entirely for free.

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Our easy drag and drop builder lets you custom, personalized chatbots without having to write a single line of code. If you run into any issues, you can always refer to our help documentation.

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Serviceform generates a unique pixel code which you need to simply copy and paste into the <head> tag of your website. Then all you need to do is to toggle a button from our simple website setup, and your conversion tool will be live on your website.

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Can I integrate Serviceform into my CRM?

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How many AI Scraper jobs can run at the same time?

Currently, only 5 AI Scraper jobs can run simultaneously. If you have more jobs, they will queue and start automatically once a slot is free.

What should I do if discovery all URLs or sitemaps do not return any data (character count = 0)?

Try using Manual mode and add a few links to see if they work. If successful, you can continue using Manual mode. For websites with complex structures, also try Manual mode with the Advanced Scraper type.

What happens if the scraper gets blocked while accessing a website?

Some websites block automated requests, which may prevent scraping. To fix this, the customer must whitelist our IP addresses:

  • 167.71.15.186
  • 142.93.231.157

Whitelisting these IPs allows our scraper to access the website without being blocked or hitting rate limits. We use only these two fixed IP addresses for scraping.

Why does AI Scraper sometimes not return data even though the URL is correct?

his may happen if:

  • The content is loaded dynamically via JavaScript and not accessible with the selected scraper type.
  • Your website has security measures like firewalls or bot protection.
  • The CSS selectors or inclusion/exclusion rules are incorrect.

Solution: Use Advanced Scraper, double-check CSS selectors, and ensure required URLs are included.

Can I scrape only specific languages on multilingual sites?

Yes. Limit scraping to one language per site to avoid duplicate information. For example, set the site name to Customer FI if scraping Finnish pages only.

Which scraper type should I use?

Basic: Always try first—it’s less resource-intensive.

Advanced: Use if Basic doesn’t return results.