WhatsApp Flows Module for WhatsMarkSaaS
The WhatsApp Flows Module brings interactive form capabilities directly into WhatsApp. Create flow templates that customers can fill out inside WhatsApp — capture leads, collect feedback, book appointments, run surveys, and more — all without leaving the chat.
Build flows from scratch with the drag-and-drop Flow Builder, choose from ready-made templates, or sync existing flows from your Meta Business account. Once published, send flows via campaigns, live chat, template bots, and bot flow workflows.
Key Features
- Flow Builder — Drag-and-drop interface to design multi-screen forms with text inputs, dropdowns, radio buttons, checkboxes, date pickers, and opt-in fields
- Template Gallery — Pre-built flow templates for lead capture, customer feedback, event registration, support tickets, NPS surveys, job applications, appointment requests, and product inquiries
- Sync from Meta — Import flows created directly in Meta Business Suite or WhatsApp Manager
- Submission Tracking — View all form responses with contact details, search by phone or name, filter by status, and export to CSV
- Field Mappings — Map flow fields to CRM contact fields or custom fields to automatically create and update contacts on submission
- Automations — Trigger automated actions on form submission: send personalized WhatsApp messages with merge fields, assign chats to agents, or forward data to external webhooks
- Conditional Automations — Run automations based on specific field values for intelligent routing
- Flow Preview — Preview how flows will render on WhatsApp devices before publishing
- Multi-Channel Sending — Send published flows via WhatsApp campaigns, live chat and template bots workflows
- Plan-Based Quotas — Admin controls flow limits per subscription plan
Requirements
Super Admin Requirements
- WhatsMarkSaaS (Latest Version) with admin access
- Server access for module installation
- Valid purchase code for license activation
Tenant Requirements
- Active subscription plan with WhatsApp Flows feature enabled
- WhatsApp Business API connected and active
- Published flow templates ready for sending
Quick Links
- Installation Guide — Install and activate the module
- Managing Flows — Create, edit, and manage flows
- Submissions — View and export form submissions
- Field Mappings — Map flow fields to CRM contacts
- Automations — Set up automated actions on submissions
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