How To Create WhatsApp Native Flows From WA Manager And Send Them To Users ?

Creating WhatsApp Flows and Bot Integration

1. Setting up Flow in WhatsApp Manager

  • Access the WhatsApp official API, click on the three dots > select "WA Manager."

  • On the left menu, choose "Message Templates" > click "Create a Template."

  • For template type, select "Marketing" > "Form".

  • Fill in the template name, language, and body.

  • Use the drag-and-drop UI to design your flow with screens, questions, and buttons.

  • Save the flow and submit it for approval.

2. Bot Flow Integration

  • Post approval, create a bot flow in the Bot Builder.

  • Create four custom fields in the CRM for the flow responses and answers.

  • In the Bot Builder, create a new bot flow, set a trigger keyword, and use the "Interactive Flow" option to ask a user question.

  • Select the published flow from WA Manager and paste the flow ID and token into the bot flow setup.

  • Configure the screen ID, response save location, and expected answer type.

  • Save, enable, and test the bot flow.

3. Processing and Exporting Data

  • Upon user submission, flow data is saved in the custom fields.

  • Utilize the "Extract JSON from String" automation to parse the flow response data into separate custom fields.

  • Export contacts from the CRM for a structured data set of user responses.

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