WhatsApp Flows enables businesses to create interactive, step-by-step guided conversations within WhatsApp. This feature allows businesses to design structured interactions that collect information, provide options, and guide users through processes such as booking appointments. By integrating WhatsApp Flows for appointment booking, you can increase booking rates and reduce drop-offs. Let’s dive into how you can send WhatsApp Flows from workflows.
Note: Before proceeding with the steps below, ensure that you have created a WhatsApp Flow by following the instructions in the “Appointment Booking WhatsApp Flow” article.
Sending WhatsApp Flows from Workflows #
Navigate to the Automation > Workflows section in your account to begin. Opt to edit an existing workflow or start from a recipe or scratch.
Sending WhatsApp Flow via Template (In-App Appointment Booking) #
Select the WhatsApp Action from the list of available actions, choose a template with the WhatsApp Flow for appointment booking, then save the action once satisfied.
Sending WhatsApp Flow via Open Conversation (Free of Charge) #
Click the “+” button to open the list of available actions, then add the WhatsApp: Customer Service Window Check action. Under the Open branch, select WhatsApp: Send Flows, choose the WhatsApp Flow to send, and save the action.
That’s it! Now you know all about sending WhatsApp Flows from workflows. Check out the Frequently Asked Questions below for further information.
Frequently Asked Questions #
What are WhatsApp Flows? #
WhatsApp Flows are interactive, step-by-step guided conversations within WhatsApp that collect information, present options, and walk users through processes such as booking an appointment.
What do I need before sending a WhatsApp Flow from a workflow? #
You must first create a WhatsApp Flow by following the “Appointment Booking WhatsApp Flow” article. Once the flow exists, you can attach it to a workflow action.
What are the two ways to send a WhatsApp Flow from a workflow? #
You can send it via Template using the WhatsApp Action (in-app appointment booking), or via Open Conversation by adding the WhatsApp: Customer Service Window Check action and then WhatsApp: Send Flows under the Open branch.
Why does using flows for appointment booking increase bookings and reduce drop-offs? #
Reduced friction, familiarity with WhatsApp, immediate interaction, pre-filled details, and faster load times all contribute to a smoother and more engaging booking process.
Can I personalize the booking experience? #
Yes. You can pre-fill customer data such as name, email, and phone, and customize messaging templates to offer a tailored experience for each contact.
Are there costs for sending WhatsApp Flows for appointment booking? #
The first 1,000 service conversations for appointment booking each month are free; charges may apply after that, based on WhatsApp’s pricing model.
Where in my account do I build these workflow actions? #
Go to the Automation > Workflows section, then edit an existing workflow or start from a recipe or scratch to add the WhatsApp Flow action.
