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How to use your WhatsApp Flows in Flow Builder

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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.
👉 If the Flow Builder option does not appear, contact our [support team](https://support.yalo.com/hc).

👉 If the Flow Builder option doesn’t appear, contact our support team.

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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.
👉 If the WhatsApp Flows step doesn’t appear in your Builder, contact our [support team.](https://support.yalo.com/hc)

👉 If the WhatsApp Flows step doesn’t appear in your Builder, contact our support team.

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.

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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 “Refresh” button after a few minutes your Flows should be listed.

if the problem persists, please contact our [support team.](https://support.yalo.com/hc)

if the problem persists, please contact our support team.

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.
e.g. you can move the user to a confirmation step for the data they have sent, or just to the next step in your flow.

e.g. you can move the user to a confirmation step for the data they have sent,
or just to the next step in your 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.
in which case you can direct the user to a standard experience with text and buttons, preventing the experience from breaking down.

in which case you can direct the user to a standard experience with text and buttons,
preventing the experience from breaking down.

  • 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.
if the user scroll back to the messages and fills in the wa flows, don't worry, we'll direct them to the step already configured in the "If the user answers".

if the user scroll back to the messages and fills in the wa flows, don't worry,
we'll direct them to the step already configured in the "If the user answers".

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 send userName 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.

in this step we show the variables store to a user confirmation

in this step we show the variables store to a user confirmation

See below for the user experience within WhatsApp.

Updated 4 months ago