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February 23, 2024

Building a Simple WhatsApp Flow

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WhatsApp Flows provide a seamless method for engaging with your audience or gathering information directly within WhatsApp, eliminating the need to navigate away from the platform. They enable the efficient collection of data and the automation of interactions through WhatsApp.

What makes this even more accessible is that you don’t have to be a developer to initiate the creation of Flows. The WhatsApp Manager features a user-friendly, no-code builder interface, allowing individuals with varying technical backgrounds to effortlessly design a WhatsApp Flow.

For those seeking more advanced functionalities or customization options, the flexibility to enhance WhatsApp Flows using an endpoint is available. This approach permits the integration of sophisticated features and personalized interactions, catering to intricate use cases such as presenting dynamic data and personalized user experiences.

Whether your goal is to gather feedback, conduct surveys, or generate business leads, WhatsApp Flows serves as a versatile tool. This guide provides a step-by-step walkthrough of the basics of WhatsApp Flows, utilizing both WhatsApp Manager’s no-code builder and the more potent Flow Builder to create Flows.

Initiating Your First WhatsApp Flow is a straightforward process with WhatsApp Manager, and there are two approaches to begin building them:

  1. Using the Flows API: This powerful Graph API allows for a range of operations with Flows, suitable for those comfortable with API integrations seeking greater control over the Flow creation process.
  2. Using WhatsApp Manager: Within WhatsApp Manager, there are two mechanisms to create Flows:
    • Flows Builder: The primary area for editing Flow JSON inside a code editor. It is ideal for users wanting a hands-on, customizable approach to Flow creation.
    • Message Templates Creation: This feature allows the building of Flows as part of the Message Templates creation process, using a drag-and-drop Form Editor. This is perfect for those who prefer a more visual and less code-intensive approach, as no Flow JSON code needs to be written.

Creating Flows Within Message Templates is further explored in this guide, providing practical examples for creating a WhatsApp Flow within the message template creation process.

Message templates play a crucial role in initiating dialogues with customers, serving as the only means to contact users who have not messaged your business. Templates must adhere to WhatsApp’s business and commerce policies for approval before usage.

As an illustrative example, the guide walks through the creation of a Customer Feedback Flow for Workshop Attendees. This Flow is designed to gather post-event feedback through a follow-up message containing a questionnaire, replacing traditional methods of feedback collection through messaging platforms or emails. To follow these steps, ensure you have a WhatsApp Business account and access WhatsApp Manager by logging in to your account, navigating to Account tools, and selecting Message templates from the left-side menu.

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