Where to find it
- Until the four needed steps are done, a row at the bottom of the sidebar shows how many steps are done, for example Setup · 3 of 8.
- At any time, open Help in the top bar and choose Setup guide.
The eight steps
Steps 1 to 4 are needed: they connect WhatsApp and show that a message can go out. The other four are optional: they help you sell more, and your setup is complete without them.
For step 2, Meta has to verify the business behind your WhatsApp Business account. Until it has, Business account reads Degraded with “The business behind this account is not verified, which limits what you can send.” You complete business verification in Meta, not in Galantis, and reconnecting does not change it.
For step 4, send a message in one of two ways:
- Reply in the Inbox to someone who messaged your WhatsApp number in the last 24 hours.
- Open a contact, select Send a template and send an approved template. WhatsApp only lets you start a conversation with an approved message template. You write one under Messaging → Templates, and WhatsApp reviews it before you can send it.
How Galantis knows a step is done
Galantis checks each step against what is actually in your workspace. You cannot tick a step yourself, and a step that stops being true, such as a disconnected store, shows as not done again. Each step shows as done or still to do. A step that is done is marked Done. A step still to do has a button that takes you to where you do it.When the four needed steps are done, the guide says you’re ready to send. The sidebar row goes away a few minutes later and does not come back, even if a needed step later shows as not done again. The guide stays available from Help → Setup guide.