How to Use WhatsApp For Business: Step-By-Step Guide

How to use whatsApp for Business

WhatsApp Business is a great way for businesses to establish a closer business communication with their clients.

Does it mean that you should force your clients to use it?

No. Absolutely not.

This is another channel which you can use to serve and to accommodate your clients’ needs.

According to Statista, as of January 2022, two billion users were accessing the WhatsApp messenger on a monthly basis. So, if you are a business owner, that’s something you have to take into consideration.


In this article, we are going to give you a step-by-step guide on how to use WhatsApp for your business.

What’s WhatsApp Business App For

The WhatsApp Business App is intended for small businesses.

Meanwhile, for larger businesses with teams of agents, it’s important to handle a high volume of messages fast, so we recommend you, in that case, WhatsApp business API.

Available for free for Android and iPhone, WhatsApp Business App comes with basic features for support, like fast replies, labels, and a business profile.

WhatsApp’s messages have—wait for it— 98% of open rate. So if you are a small business, you should consider using it.

Creativisocial Tip: Once your client buys from you, ask for feedback via WhatsApp. It will increase loyalty and trust.

How To Create a Business Profile

To start using WhatsApp for your business, follow these steps:

#1. Install WhatsApp business app in your smartphone

#2. Create your business profile

#3. Fill out the business information, such as: Business name, Opening and closing hours, Business category, Address, Business description, Website URL, and your social media accounts.

Creativisocial Tip: If you want to look professional and gain trust, it is important that you give as much information as we can.

How To Create Customers Groups

WhatsApp Business allows you to handle messages individually, yet it also gives businesses options to send mass communications. So that’s why creating groups is so useful.

Now, you can create a WhatsApp group with up to 256 participants.

How to create a group:

#1. Open WhatsApp, tap More Options, then New Group.

#2. Select contacts to add to the group, and tap the green arrow icon.

#3. Enter a group subject. (It’s public). Add up to 25 characters, and an emoji, if you wish.

#4. Tap the green check mark icon. And that’s it.

How to invite into groups via links:

#1. Open the WhatsApp group chat, then tap the group subject.

#2. Tap Invite via Link.

#3. Choose to Send link via WhatsApp, Copy link, Share link through another app, or QR code.

How To Greet Customers With a Welcome Message

Whatsapp has a feature to send a greeting message for the new customers.

How can you program the greeting message?

#1. Open your WhatsApp Business App.

#2. Go to Settings, tap on Business tools.

#3. Enable “Send greeting message”

#4. Write your greeting message, something like “Hello! Welcome to Creativisocial. This is Meredith, a pleasure to meet you. How can I help you?”

How To Create a Catalog

One of the best features on WhatsApp is the catalog. To create one, do the following steps:

#1. Open your WhatsApp Business App.

#2. Pick Catalogue and then Add Product or Service.

#3. Add an image, name and product description. You can also add the price, and the product page link.

You can add as many products/services as you wish. If you have lots of products, you can add your bestselling ones. An easy way to sell your products and services through WhatsApp business.

How To Activate Direct Purchasing From WhatsApp

The shopping button gives your customers direct access to your catalog on the WhatsApp Business app. Users can access the button directly from their chat with you, making it easier for them to explore your products and services while chatting with you directly.

How to make the shopping button available to your customers?

#1. You must have an account registered to the WhatsApp Business app,

#2. You must have set up a catalog.

If you meet the above requirements, the shopping button will automatically appear to your customers in their chats with you.

How To Use WhatsApp’s Status

WhatsApp’s status is just another way to share via text, photo, video, and GIF updates, but with an expiration date, since everything we publish there will only be accessible for 24 hours from its publication, or until we decide to delete it.

How businesses can leverage the WhatsApp status?

WhatsApp’s status is non-invasive, which means your clients are the ones who decide if they wish to see them or not.

You can share:

  • Testimonials
  • Behind the scenes
  • Products/Services
  • Flash offers

How To Use WhatsApp Business Web

Using a WhatsApp business web will help you in many ways. For instance, multi-agent customer support can be provided directly from PCs.

It is possible to use WhatsApp Business on the computer, as long as we already have a Business account created.

1. How To Use WhatsApp Business Through a Chrome Extension

The fastest way to activate WhatsApp web Business is by accessing the app through your browser, be it Chrome, Internet Explorer, Firefox, Edge, etc.

#1. Open the browser and go to

#2. Open the WhatsApp app on your phone

#3. Tap the 3 dots in the top right corner of the main menu) and then the “Paired Devices” option

#4. Press the “Link device” button and then scan the QR code that appears on the desktop version of WhatsApp.

As you can see, these methods to use WhatsApp Business web require the synchronization of the phone with the PC, so they must be connected to the same Wi-Fi network, or the phone must serve as a connection access point for the computer.

2. How To Use WhatsApp Business In The App For Mac/Windows

#1. First go to, the version for your PC’s operating system. Alternatively, you can enter the App Store or the Microsoft Store and search for “WhatsApp Desktop”.

#2. Download and install the application for the computer.

#3. Open the app on your smartphone, and follow steps #3 and #4 of the previous method.


Using this social media channel is a great business marketing strategy that you cannot neglect. It can serve for internal team communication, for customer communication or for any other creative usage.

In this post, we’ve covered a step-by-step guide on how to use WhatsApp for business, so you can provide your customers a personalized customer service.

Do not hesitate to contact us if you need help. We will be happy to guide you.

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