How to Onboard Businesses to Hibot Marketing Messages API for WhatsApp

The Hibot Marketing Messages API for WhatsApp allows businesses to send high-performance promotional messages with advanced delivery optimization, conversion tracking, and creative enhancements.

This guide explains how businesses can onboard to Hibot’s Marketing Messages API and start sending marketing templates successfully.

What Is Required Before Onboarding?

Before a business can use Hibot Marketing Messages API, the connected application must have the following permissions:

• whatsapp_business_messaging

• whatsapp_business_management

• ads_read (optional, required only for conversion tracking and advanced insights)

These permissions allow Hibot to:

• Send marketing messages

• Manage WhatsApp Business Accounts

• Manage phone numbers and templates

• Retrieve campaign metrics and conversion data

• 
  

Step 1: Complete Hibot Registration

Businesses using Hibot should first complete WhatsApp API setup inside the Hibot dashboard.

The business must:

1. Connect their WhatsApp Business Account

2. Verify their business profile

3. Connect a valid phone number

4. Accept the Marketing Messages Terms of Service

After the Terms are accepted, the business becomes eligible for Marketing Messages API access.

Step 2: Connect Marketing Messages API

Hibot supports onboarding in two ways:

• Via WhatsApp Manager

• Via Embedded Signup inside Hibot

The recommended method is Embedded Signup because everything can be completed directly from the Hibot dashboard.

Embedded Signup Flow in Hibot

Inside Hibot, the business admin will:

1. Log in with Facebook / Meta account

2. Select their WhatsApp Business Account

3. Grant the required permissions

4. Enable “Marketing Messages API”

5. Finish the onboarding process

During signup, Hibot automatically requests:

{
  "features": [
    {
      "name": "marketing_messages_lite"
    }
  ]
}

This enables the Marketing Messages API on the selected WhatsApp Business Account.

Step 3: Wait for Onboarding Confirmation

After the signup process is completed, Meta sends an onboarding confirmation to Hibot.

This usually takes a few minutes.

Once approved:

• The WhatsApp Business Account becomes active for Marketing Messages

• The business can immediately begin creating and sending templates

• Hibot automatically syncs the account with campaign tracking and conversion reporting

• 
  

Step 4: Create Marketing Templates

Before sending messages, businesses must create marketing templates.

Templates can be created:

• Inside Hibot dashboard

• Through WhatsApp Manager

• Through API integration

Examples of marketing templates:

• Sale announcement

• Festival offer

• Product launch

• Abandoned cart reminder

• Limited-time discount

Important:

New templates require up to 10 minutes to sync before they can be used for marketing campaigns.

Templates inactive for more than 7 days also need 10 minutes to reactivate.

Step 5: Enable Automatic Creative Optimizations

Hibot supports automatic creative optimization for marketing templates.

These optimizations improve click rates and customer engagement automatically.

Available creative enhancements include:

• Image touch-ups

• Headline extraction

• Promotion tag generation

• Text formatting improvements

• Product recommendations

• Tap-target title extraction

Businesses can enable or disable these options at template level.

Example configuration:

{
  "degrees_of_freedom_spec": {
    "creative_features_spec": {
      "auto_promotion_tag": {
        "enroll_status": "OPT_IN"
      },
      "text_extraction_for_headline": {
        "enroll_status": "OPT_IN"
      },
      "product_extensions": {
        "enroll_status": "OPT_IN"
      },
      "text_formatting_optimization": {
        "enroll_status": "OPT_OUT"
      }
    }
  }
}

Businesses using these optimizations can achieve significantly better click-through rates.

Meta reports that automatic creative optimizations increased CTR by an average of 13.9%.

Step 6: Send Marketing Messages with Hibot

Once onboarding is complete and templates are ready, businesses can send messages through the Hibot Marketing Messages endpoint:

POST /PHONE_NUMBER_ID/marketing_messages

Example request:

{
  "messaging_product": "whatsapp",
  "to": "919999999999",
  "type": "template",
  "template": {
    "name": "festival_offer",
    "language": {
      "code": "en"
    }
  },
  "product_policy": "STRICT",
  "message_activity_sharing": true
}

Understanding Product Policy

Hibot supports two delivery modes:

Product Policy	Description
STRICT	Send only through Marketing Messages API. If onboarding is incomplete, the message fails.
CLOUD_API_FALLBACK	If onboarding is incomplete, Hibot automatically sends the message through standard WhatsApp Business API.

Recommended:

Use STRICT if you want all campaigns to use Marketing Messages API features only.

Message Activity Sharing

The message_activity_sharing option allows businesses to share campaign activity with Meta.

When enabled, Meta can use message interactions such as:

• Read rate

• Click rate

• Conversion behavior

To improve future campaign performance automatically.

{
  "message_activity_sharing": true
}

Step 7: Receive Message Status Updates

Hibot automatically receives message delivery events:

• Sent

• Delivered

• Read

Marketing Messages API messages are identified with:

{
  "pricing": {
    "category": "marketing_lite"
  }
}

If the message was routed through standard WhatsApp Business API instead, the category appears as:

{
  "pricing": {
    "category": "marketing"
  }
}

This helps Hibot identify whether a message was delivered through Marketing Messages API or fallback mode.

Step 8: Track Conversions and Campaign Results

Businesses using Hibot can measure:

• Website clicks

• App installs

• Add to cart

• Checkout started

• Purchases completed

Hibot can display these metrics inside the campaign dashboard when conversion tracking is enabled.

Examples of metrics available:

• Sent messages

• Delivered messages

• Read rate

• Click-through rate

• Cost per click

• Purchase conversions

• Revenue generated

• 
  

Important Notes

• Marketing Messages API only supports marketing templates

• It cannot send:

  • Utility templates

  • Authentication templates

  • Freeform messages

• Incoming customer replies still come through the normal WhatsApp Business API

• Businesses should use Hibot Marketing Messages API and standard WhatsApp Business API together on the same phone number

• 
  

Best Practice for Businesses Using Hibot

For the best campaign performance:

• Create templates at least 10 minutes before sending

• Keep message text short and clear

• Use image headers whenever possible

• Enable automatic creative optimization

• Turn on message activity sharing

• Use conversion tracking for sales campaigns

• Avoid sending from inactive templates

• 
  

Final Thoughts

With Hibot Marketing Messages API for WhatsApp, businesses can go beyond basic bulk messaging and run smarter, higher-converting campaigns.

By completing onboarding correctly and enabling optimization features, businesses can achieve:

• Better delivery rates

• More clicks

• Higher conversions

• Improved ROI from WhatsApp marketing