How to use your WhatsApp Flows in Flow Builder
This guide aims to provide you with a comprehensive understanding of how to effectively create and manage WhatsApp Flows using Yalo Flow Builder. By following these steps, you can ensure a seamless and engaging user experience directly within WhatsApp.
Before you begin
To get started with WhatsApp Flows, ensure you have the following prerequisites:
- WhatsApp Flows already created in WABA
- Yalo Customer Account
- Flow Builder connected to a WhatsApp number
1: Accessing the Flow Builder
- Logging into Yalo Studio
- Go to the menu on the left and click on Flow Builder.
- Select the Builder option.
- Choose the bot flow of the WhatsApp channel you want to use WhatsApp Flows for.
Remember:
WhatsApp Flows is only supported on the WhatsApp channel.
2: Adding a WhatsApp Flow Step
- Locate the Steps toolbar.
- Click or drag the WhatsApp Flows icon to add a new step.
3: Add a name to your step and select a WhatsApp Flows
- Name your step.
- Choose an existing WhatsApp Flow from WABA.
- You can filter in step the Wa Flows per status, draft or published.
Sync WhatsApp Flows:
When you add a WA Flows step in Flow Builder, and no WA Flows are listed, you will probably see a message saying that we can't find any WhatsApp flows, it means that we need to synchronize the list of WhatsApp flows with Meta, to do this press the âRefreshâ button after a few minutes your Flows should be listed.
4: Configure the Initial Message
The Initial Message, or Flow CTA, is the starting point of the Flows experience and can be sent during a conversation. It's configurable to meet specific needs and may be used in future campaigns. The Initial Message structure includes:
- Header: The introductory part of the message (optional).
- Body: The main content or message.
- Footer: The closing section (optional).
- Button Text: Text on the CTA button that triggers the Flows experience.
If the status by your WhatsApp Flows is Draft the initial message not send, Meta show this message:
Once you Published your WhatsApp Flow, the message you set will be visible on WhatsApp
5. Configure the actions
The WhatsApp Flow Actions serve as branches for different situations:
- If the user answers the WA Flow: Define the step where users should be directed after completing the WhatsApp Flow.
- If an error occur: Set up a fallback for cases in which users have an error when receiving Flows, such as older versions of the application or operating systems that don't support the use of WhatsApp Flows.
- If the user does not answer the WA Flow: Set up a fallback for cases where users skip the WhatsApp Flow and respond with text, a voice note, or any other media type.
Check process to config a actions:
Once you configure the actions, you can save your step and then test it directly on WhatsApp.
6: WhatsApp Flow Variables
When you switch from the Actions tab to Variables, you'll find two sections:
- WA Flow Variables:
Here, you can define variables to store values from Flow Builder. These variables can enhance WhatsApp Flows by enabling more customization and advanced experiences. For example, you can senduserName
to personalize the WhatsApp Flow title or prefill input fields. - Variables Created on WA Flow:
This section lists all variables already defined within the WhatsApp Flow. These variables can be utilized in Flow Builder to create advanced user experiences.
The variables in WhatsApp Flows are stored in the context of the Flow Builder and can be utilized throughout the entire conversation process. These variables can be used for data confirmation, sending information to an external API service, or simply validating data. For example, you might use them to confirm a user's details before proceeding.
See below for the user experience within WhatsApp.
Updated 5 months ago