Formlyy Journal
WhatsApp usernames: what marketers need to change in 2026
Jul 15, 2026 · 9 min read · By Arthur Goudard

For years, a phone number was the front door to WhatsApp. In 2026, WhatsApp is adding another way in.
On 29 June, Meta announced WhatsApp usernames. People can reserve an optional username now, before a gradual rollout over the coming months. Once enabled, a user will be able to message a new person or business without showing their phone number.
This looks like a profile update. For marketers, it changes something more fundamental: WhatsApp becomes less dependent on address books and easier to place in a public customer journey, while the conversation itself remains private.
The right response is not to remove the phone field overnight. It is to prepare forms and CRMs for several identifiers linked to the same customer relationship.
What Meta actually announced
Meta describes usernames as a privacy feature. A user can choose an identifier and share it without exposing their number to a new contact.
There are a few important limits:
- usernames are optional;
- there is no public directory or recommendation system;
- someone needs the exact username to make first contact;
- an optional username key can add another layer of control;
- creators, businesses and organisations can apply to claim an existing Facebook or Instagram handle;
- availability will roll out gradually by market.
For businesses on the WhatsApp Business Platform, Meta is also introducing a backend identifier: the Business-Scoped User ID, or BSUID. It identifies a WhatsApp user within a specific business portfolio when the phone number may not be available.
This means three data points may coexist:
| Identifier | Main job | Marketing implication |
|---|---|---|
| Phone number | established contact and identity field | may not always be visible in a new interaction |
| Username | chosen, shareable identity | can change and does not equal marketing consent |
| BSUID | technical Platform identifier | should be stored by the integration, not treated as a form label |
This is an evolution of the WhatsApp Business API, not a replacement for it.
Why usernames matter for marketing
Asking for a phone number creates friction. A number feels personal and permanent. Many people are comfortable following a brand or sharing a social handle long before they want to hand over their mobile number.
A username can lower that discovery barrier. It makes it easier to imagine:
- a WhatsApp handle displayed on a social profile;
- one recognisable identity across Instagram, Facebook and WhatsApp;
- a business shared inside a private chat;
- a prospect starting a conversation without revealing their number;
- messaging becoming an entry point, not only a follow-up channel.
Meta has already been moving WhatsApp towards a wider business environment through centralised campaigns, calling, catalogues, payments in selected markets and AI agents. Usernames add a shareable identity layer.
WhatsApp is not becoming a public-feed social network. It is becoming a more portable marketing contact point. The value still comes from the conversation, not from reach on a profile.
Our guide to WhatsApp marketing explains where this channel fits across acquisition, qualification, follow-up and retention.
Why WhatsApp could become even more embedded in the funnel
Three trends are now converging.
First, identity. Usernames make WhatsApp easier to share and reduce reliance on a visible phone number.
Second, automation. Meta says its Business Agents can answer questions, recommend products, qualify incoming leads, book appointments and hand a conversation to a team member.
Third, conversational data. A chat can reveal need, timing, fit and objections in more detail than a dropdown field. That data becomes useful only when the CRM can store it and sales can act on it.
A modern journey may look like this:
content or ad -> form / opt-in -> WhatsApp identity -> conversation -> qualification -> appointment -> CRM
The form does not disappear. Its job becomes more focused: collect the minimum required to continue the conversation with consent and connect it to the rest of the funnel.
Should forms collect a WhatsApp username now?
Yes — as an optional, forward-looking field, not as an immediate replacement for the phone number.
Username reservations are open, but the feature is rolling out gradually. Many prospects will not have one. Meta's public documentation also does not position usernames as an open lookup directory that any automation can use to resolve a recipient.
A practical form can collect:
1. the phone number while the current workflow still requires it;
2. an optional WhatsApp username;
3. the person's preferred contact channel;
4. a separate, explicit WhatsApp opt-in.
Suggested field copy:
“WhatsApp username (optional) — add this if you prefer to be identified without displaying your phone number. Example:
your.handle.
Then keep a separate consent control:
“I agree to be contacted on WhatsApp about this request and to receive follow-ups directly related to it.
A username is not consent. Technical reachability never gives a business permission to send any message it wants. The rules in your WhatsApp opt-in process still apply.
How to prepare your CRM and integrations
The most important change is behind the form.
Avoid using the phone number as the only permanent primary key. A lead record should be able to store:
phone_number;whatsapp_username;whatsapp_bsuid;preferred_contact_channel;whatsapp_opt_in_status;- consent source, wording and timestamp;
- the last time identifiers were verified.
Usernames may change. A BSUID belongs to a business scope. A phone number may still matter elsewhere. Deduplication therefore needs matching rules, not a blind merge based on one handle.
Ask your BSP, inbox provider or development team whether the integration:
- captures the BSUID from WhatsApp webhooks;
- stores
user_ideven when a phone number is present; - can route a conversation when no number is returned;
- supports the relevant template and authentication constraints;
- attaches the new conversation to the right CRM lead.
Otherwise, a privacy improvement for the user can become a broken lead-to-revenue tracking workflow for the business.
A 30-day preparation plan
Reserve your brand's preferred username first. If you already use the same handle on Facebook or Instagram, review Meta's claim process.
Next, add an optional username field only to high-intent forms where it has a clear purpose. Do not add friction everywhere just because a new field exists.
Then map every workflow that assumes a WhatsApp contact always has a visible phone number. These hidden assumptions are likely to create the first CRM problems.
Ask your WhatsApp provider for a precise username and BSUID support timeline. Finally, report phone, username and contact preference separately so you can see how adoption changes.
The objective is not to collect more data. It is to make the journey from ad form to calendar and CRM resilient to a new identity model.
What this means for Formlyy
Formlyy sits after the form or opt-in: a contextual WhatsApp message, lead qualification, follow-up, appointment routing and CRM context.
The username can become one part of that continuity. It does not replace consent, qualification rules or the technical identifier used by the Platform.
The WhatsApp lead qualification page shows this architecture. The real opportunity is not adding an @ sign to a database. It is keeping the conversation usable when WhatsApp identity no longer depends on a visible phone number alone.
FAQ
Frequently asked questions
Do WhatsApp usernames replace phone numbers?
No. They are optional, and both identity methods will coexist.
Can a business automatically message a form lead using only a username?
Do not build your workflow around that assumption yet. Meta's business documentation focuses on BSUIDs. Keep the phone field where your current outbound flow requires it and confirm support with your provider.
Does submitting a username count as marketing consent?
No. Capture a separate, specific and auditable opt-in.
Should the username field be required?
No. Rollout is gradual and many people will not have one. Keep it optional until the customer journey genuinely depends on it.
About the author
Arthur Goudard
My name is Arthur Goudard. I share what I see when acquisition teams need to turn inbound leads into qualified conversations, then into usable sales appointments.
Sources
Keep reading
about.fb.com
Meta — It’s Time to Reserve Your WhatsApp Username
developers.facebook.com
Meta for Developers — Business-scoped user IDs
about.fb.com
Meta — Centralized Campaigns, AI Support and More for Businesses on WhatsApp
developer.zendesk.com
Zendesk — Migrating your WhatsApp integration to BSUIDs
learn.microsoft.com
Microsoft Learn — WhatsApp usernames and BSUID support overview
twilio.com
Twilio — WhatsApp usernames and Business-Scoped User IDs
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