WhatsApp Flow is a feature within WhatsApp Business that allows businesses to create structured, guided interactions with users through chat. It simplifies conversations by providing interactive forms that streamline data collection, lead generation, and customer engagement.
Table of Contents #
Benefits of WhatsApp Flow Forms #
- Efficient Data Collection: Simplifies gathering customer information.
- Improved Customer Experience: Guides users through structured conversations.
- Seamless Integration: Works with Zapier, Google Sheets, WooCommerce, and more.
- Automated Follow-Ups: Enables responses based on user inputs.
- Multi-Language Support: Forms can be created in multiple languages.
How to Set Up a WhatsApp Flow Form in Whatchimp #
- Go to Bot Manager and navigate to the WhatsApp Flow Forms section.
- Create a New Form:
- Add form fields (e.g., name, email, phone number).
- Customize the form’s appearance and responses.
Flow Elements #
- Flow Name
- Enter a unique name for your flow.
- Each Flow Form must have a distinct name to avoid duplication issues.
- Flow Categories
- Select the type of form you want to create.
- Click to open a drop-down menu with multiple choices.
- Screen Unique Name
- Provide a unique identifier for the screen without spaces (spaces may cause errors).
- Form Title
- Assign a title to your WhatsApp Flow (this serves as the heading of your form).
- Reply Sent After Form Submission
- Set an automated response that will be sent after a user submits the form.
- Click to open a drop-down menu of existing bot replies.
- If needed, create a new reply by clicking the “Add” button.
- HTTP API
- Select an HTTP API connection from the drop-down menu of existing connections.
- If you’re unfamiliar with HTTP API connections in WhatChimp, refer to the documentation to learn more.
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Incase you don’t know about HTTP API connection in WhatChimp read this to learn more:
2. Structuring Form Elements #
After selecting a bot reply and HTTP API, the next step is structuring the form elements. Forms typically contain fields like text inputs, checkboxes, and radio buttons. Here’s how to set up a form:
Form Elements & Their Functions #
- Heading
- Drag the “Heading” element to the empty board to add a title to your form.
- To edit, double-click the element or use the options that appear when hovering over it (Delete, Edit, Copy, Move Higher, Move Lower).
- The label field sets the form title visible to users.
- Save Data to Custom Field
- Customer data can be tracked in WhatsApp Flow analytics.
- Assign each form element to a custom field via a dropdown in the element’s settings.
- Create new custom fields in the Subscriber Manager if needed.
- Text Field
- Allows users to input text responses.
- Can be marked as “Required” in the edit options.
- Text Area
- Used for larger text inputs like feedback or descriptions.
- Expands to accommodate longer responses.
- Checkbox Group
- Allows users to select multiple options from a list.
- Radio Group
- Allows users to select one option from a list.
- Date Field
- Used to collect date-related inputs.
- Submit Button
- Collects all user input and saves it to the database.
- Actions Menu Overview
Clicking the Actions button provides several options for managing your form:
Available Actions #
- Add Webhook
- Enables real-time data transfer between applications.
- Configure webhook settings to establish a seamless connection.
- Report Data
- View analytics and customer data collected from the form.
- Download Data
- Download all collected data from the WhatsApp Flow Form.
- Preview Flow
- See a real-time preview of how the form looks before publishing.
- Publish
- Publishes the form so it can be used in your bot.
- Edit / Delete
- Modify or remove the form as needed.
- Modify or remove the form as needed.
- Integrate with Your Chatbot:
- Connect the form to your chatbot for automated interactions.
- Set up conditional responses based on user inputs.
- Publish the Form
If you followed all the options, your form must be published by now. Now go to Bot Reply and click on Create button, which will lead you to new visual flow builder.
- Set up Start Bot Flow component
Set up Start Bot Flow Component and connect it to WhatsApp Flow component and save the bot flow.
- Test the flow
Now your WhatsApp Flow Form is good to go. When your customers message you to your WhatsApp account by trigger word, your bot will automatically reply and start a conversation with them.
- Track Analytics
Check the customer data analytics or download data from Report Data and Download Data from WhatsApp Flow Page.
Real-Life Use Cases #
- Lead Generation: Capture potential customer details seamlessly.
- Appointment Booking: Schedule meetings with automated reminders.
- Customer Feedback: Collect insights for service improvement.
- Order Placement: Simplify purchase processes with interactive forms.
- Product Reviews: Gather customer opinions effortlessly.
