1. Introduction to WhatsApp Flows
WhatsApp Flows is a method for building structured interactive messages for business communications. With Flows, businesses can define, configure, and customize messages through rich interactions, providing more structured communication experiences for customers.
WhatsApp Flows (WhatsApp Forms) allow your customers to easily complete tasks within WhatsApp. By pairing Flows with your marketing campaigns, you can offer richer experiences, improving customer satisfaction, conversion rates, and overall outcomes.
2. Use Cases for WhatsApp Flows
2.1 Promotions and Rewards (“Sign Up”)
We’ve all received messages from brands offering a 10% discount to immediately “sign up.” With Flows, these messages are more than just text—they provide an interactive, seamless experience for your users.
2.2 Customer Service Feedback (“Contact Us”)
Do your customers like to give feedback? With Flows’ simple and quick forms, customers can fill in their information, receive a case number, and get fast responses from your company—all within the same conversation. These forms are also a great way to survey your customer segments.
2.3 Reservations (“Book Now”)
Calling a restaurant to make a reservation is very…1990s. Today, everything is digital—and Flows make it smooth as ever. Users can message their favorite places in the same app they use to plan dinner with friends, asking “Can I book a table?” and immediately receive a Flows form within WhatsApp to complete the reservation. No waiting—just click, confirm, and go.
2.4 Products and Subscriptions (“Get a Quote”)
Customers can also use the “Get a Quote” module to answer a few questions and receive personalized real-time pricing based on their purchase needs.
3. Using WhatsApp Forms (Flows)
3.1 Creating WhatsApp Forms (Flows)
Log in to NXLink (https://nxlink.nxcloud.com/admin/#/login), go to Menagement → Templates → WhatsApp Forms to create a WhatsApp Form. Both Graphical View and Code View are supported. Once the form is created, save and publish it to make it available.
3.2 Sending WhatsApp Forms (Flows)
WhatsApp Forms are displayed as interactive controls and need to be embedded in a button for users to click and open. Common sending methods supported by WhatsApp include Templates and Interactive Messages.
Template Sending
When creating a template, select “Form Button” for the button type. Once the template is created and approved, it can be sent via chat conversations or broadcast campaigns.
Interactive Message Sending
Within an Auto-Reply Flow, choose Interactive Message for sending, and select “Form Button”.
3.3 Viewing Form Messages
Go to Chat Conversations to view form submissions and customer responses.
3.4 Viewing Form Data
After customers fill out the form, you can view the data in WhatsApp Forms. Exporting data is supported.