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.