WhatsApp Business Onboarding Checklist in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Once your WhatsApp Business connection is live in Sparkforge, the onboarding checklist appears automatically and links you to the six setup steps that drive most of the value: templates, chat widget, bulk campaigns, booking flows, direct messaging, and workflow automation.

Connecting WhatsApp Business is step one. The Sparkforge onboarding checklist makes sure you actually use what you connected.

What the checklist does

After WhatsApp is configured for your sub-account, a What's Next button appears in your WhatsApp area. Clicking it expands a six-step list that links directly to the parts of Sparkforge that pair with WhatsApp.

The six engagement steps

Template creation — set up message templates for outbound sends.
Chat widget integration — add WhatsApp chat to your website.
Bulk campaigns — send targeted messages with smart lists.
Appointment booking flows — automate scheduling inside WhatsApp.
Direct messaging — start one-to-one conversations with leads.
Workflow automation — trigger replies and follow-ups based on contact actions.

How to use it

Finish your WhatsApp Business configuration in Sparkforge.
Look for the What's Next button that appears once the connection is live.
Click it to expand the six-step list.
Work through the items — green checkmarks update as you complete each one.

The checklist stays accessible after setup, so you can come back to any step on your schedule.

Why it exists

Most WhatsApp setups stall after the connection is made. The checklist exists to point you straight at the workflows that turn a connected number into actual conversations and bookings.

Frequently Asked Questions

Can I customize the checklist items?

No. The six steps are fixed to keep the onboarding consistent across accounts.

Can I reopen the checklist later?

Yes. It stays available in the same location after setup, so you can revisit any step.

Who sees the checklist?

Sub-accounts that have successfully connected WhatsApp Business. It does not appear for accounts without an active connection.

What do I get from completing it?

Faster time-to-value, broader feature adoption, and a clearer picture of how WhatsApp pairs with templates, smart lists, and workflows.