Ditch the Dry Tech Talk, Connect with Customers on WhatsApp!

Remember the frustration of cold calls interrupting dinner or endless email chains? Those marketing methods are dinosaurs compared to the powerful, personal connection you can build with customers on WhatsApp.

And guess what? WhatsApp just upped the game with WhatsApp Flows, a feature that lets you create smooth, guided chats within the familiar app. Imagine: no more clunky forms, just natural conversations that gather valuable information and drive results.

Our Botbiz experts took this feature and made it even easier to use. Now, you can effortlessly:

Book appointments in a snap
Collect feedback that matters
Promote content that resonates
Gather customer details seamlessly
Send confirmations and reminders with ease
Boost conversions with personalized recommendations

But wait, there's more! We've combined the power of WhatsApp Flows with our revolutionary "User Input Flow" to create the ultimate data collection tool: the WhatsApp Flows Form.

Think of it as your secret weapon for:

Lead generation: Attract and convert prospects like never before
Process optimization: Streamline workflows and save time
Deeper customer understanding: Connect with your audience on a personal level
Brand loyalty: Foster lasting relationships built on trust

Forms are the backbone of any business, but the traditional kind can be clunky and impersonal. With WhatsApp Flows Forms, you get the efficiency of data collection combined with the warmth of a real conversation.

Ready to see it in action? In this blog, we'll not only show you how to set up a WhatsApp Flows Form, but also share real-life examples that prove its power. So, buckle up and get ready to transform your customer interactions on WhatsApp!

How to Set-up WhatsApp Flows Form in Botbiz?

Setting up a WhatsApp Form is very easy here how you can do it in few steps:

Step 1: Go to Botbiz dashboard

Step 2: In the dashboard page click on “Bot Manager” on WhatsApp section.

Step 3: Select a bot account. Then click on “WhatsApp Flows”. After that click on “Create” button to go to WhatsApp Flows Form page for creating a form.

If you have already created a form using WhatsApp business API you can synchronize those forms with your Botbiz Account by simply clicking on “Sync” button.

Step 4: In WhatsApp Flows Form page you can see a lot of options. You can create your form here in this page. You can create any type of form as you wish, for this blog I’m going to create a medical appointment form as an example.

FLOW NAME: In flow name you have to give a unique name for your flow. So whenever you create a new Flow Form keep in mind that all flow name should be unique.

FLOW CATEGORIES: Select which type of form you want to create from this category. Click on this option and a drop-down menu will appear showing you many options.

SCREEN UNIQUE NAME: Here give an unique name without any space. Be careful when you write because keeping space between words will cause error.

FORM TITLE: Give a title of your WhatsApp Flow.

REPLY SENT AFTER FORM SUBMIT: This option is for setting a reply that will be sent after your customer submit the form.

Clicking on this option will open a drop-down menu, where you can select any pre-made bot reply or you can also create a new bot reply as you wish form “Add” button.

If you choose to create a new bot reply remember to click on “refresh” button to refresh the drop-down menu list.

After selecting a bot reply, we have to structure the form elements. We all have filled many forms during our lifetimes due to education or business purposes. What does a form contain?

Some basic questions, checkboxes, fill in the gaps, right? Here's the same case as well. In this part, we will structure the form by dragging elements one by one on the empty board. But first let me explain what each of this elements mean.

Heading: Drag this option into the empty box to write the heading of your form. This heading will be shown at the top of your form.

“Move your mouse pointer to the right of each element, and you will find the Delete, Edit, Copy, Move Higher, and Move Lower options in order.”

Double-click on the element to open the editing option, or you can also select the editing option by moving the mouse pointer to the right of the element.

You can see many options here, like label, type, class, and access.

In the label, write the main title of your form. This will be shown on the top of your form, acting as the title of your form that your customers will see when they open the form.

For the Type and Class option, Type basically means the font size, and Class is for a bootstrap class or any other CSS framework class. If you want to implement it, you can do it.

Text Field: Dragging this option will let you input text. Double-click on the text field to edit. Checkmark the required option in the edit option, and the client will be prompted to fill it up. You can use it to ask general questions here.

Text Area: Text Area is a versatile option that allows users to input and display large amounts of text content. It provides a spacious and expandable field where users can freely type or paste their desired information. This feature is particularly useful when gathering extensive data, such as feedback, comments, or descriptions, as it eliminates the need for multiple input fields and ensures a seamless user experience.

Checkbox Group: It is used to allow customers to select multiple options from a list.

Radio Group: It is used to allow users to select single option from a list.

The date field can be used to collect date-related data from a customer, and finally, adding the submit button lets you collect all the data your customer provided in the form to save in your database. Here’s an example form to help you understand how it works.

Now save the Flow, and you will be back to WhatsApp Flow page.

Step 5: Click on Actions button and you will see Add Webhook, Report Data, Download Report, Preview Flow, Publish, Edit and Delete options here.

Add Webhook: Click on this option to use the webhook. A webhook is a way for an application to provide real-time data to another application. By clicking on this option, you can configure the webhook settings and establish a connection between the two applications, enabling seamless data transfer and communication.

Report Data: To check the analytics or customer data that you gathered you can check it here.

Download Data: Click on this option to download all the data that you collected from the WhatsApp Flows Form.

Preview Flow: You can see the final look of your form in real time in this option.

Publish: You can publish your form by clicking this option. And use it in your bot.

And Finally, you can edit and delete the form also by clicking these options.

So in order to move forward, we must publish the form first. So click on publish option.

Step 6: If you followed all the options, your form must be published by now. Now go to Bot Reply and click on Create button, which will lead you to new visual flow builder.

Step 7: Now set up Start Bot Flow component and connect it to WhatsApp Flows component and set it up then Save the bot flow.

Now your WhatsApp Flows Form is good to go. When your customers message you to your WhatsApp account by trigger word, your bot will automatically reply and start a conversation with them.

Was this article helpful?