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  1. Within the Flow Builder, select "Text Note" under the "Omni Channel" section.

  2. Choose "WhatsApp Cloud" followed by "WhatsApp Flows" from the available options.

  3. Edit the message content displayed after the WhatsApp flow is completed (e.g., "Sign up today").

  4. Select the desired call to action text (e.g., "Claim Access Now").

  5. Associate your created WhatsApp flow ("Lead Signup" in this example) with this step.

  6. (Optional) Configure payload saving to a JSON field named "data" to capture user information collected during the flow.

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Populating Sign-Up Forms with Custom User Fields

You can now populate sign-up forms with custom user fields directly within the flow builder. This allows for a more dynamic and personalized user experience. Follow these steps:

  1. Add a WhatsApp Flow using a Message Node:

    • Within the Flow Builder, select "Send Message" -> “Others” -> “WhatsApp Flow:

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  • Click "Edit" to open WhatsApp Flow settings

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  • On the editing pop up, enter the data such as Body, Button Text and select your WhatsApp Flow:

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  • In the "Inputs" section, you will see an option to map the inputs to existing custom user fields in your UChat account.

  • For example:

    • Field: Name → Map to Custom Field: {{user_name}}.

    • Field: Email → Map to Custom Field: {{user_email}}.

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  1. (Optional) Configure payload saving to a JSON field to capture user information collected during the flow.

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  1. Save and Test:

    • Save and test to ensure that the data entered into the user fields matches the bot user data.

Conclusion

WhatsApp Flows provides a powerful tool for designing and testing automated WhatsApp chat experiences. By following this guide and experimenting with the features, you can gain valuable insights into how to leverage this functionality to enhance your customer interactions.

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