Features

The WhatsApp Flows Module extends WhatsMarkSaaS with powerful interactive form capabilities. Here is a detailed overview of everything the module offers.

• Flow Management
  • Create Custom Flows
  • Create from Templates
  • Sync from Meta
  • Flow Lifecycle
• Submission Tracking
• Field Mappings
• Automations
  • Triggers
  • Actions
  • Automation Features
• Multi-Channel Sending
• Flow Preview
• Plan-Based Access Control

Flow Management

Create Custom Flows

Build flows from scratch using the drag-and-drop Flow Builder. Design multi-screen forms with a variety of field types:

• Text Input — Single-line text fields for names, emails, etc.
• Text Area — Multi-line text fields for messages and descriptions
• Date Picker — Date selection for appointments, events, and deadlines
• Dropdown — Select from a list of predefined options
• Radio Buttons — Single selection from visible options
• Checkboxes — Multiple selection from visible options
• Opt-in — Consent and agreement checkboxes

Create from Templates

Choose from 8 pre-built templates to get started quickly:

Template	Category	Fields
Lead Capture Form	Lead Generation	7
Customer Feedback	Survey	4
Event Registration	Sign Up	6
Support Ticket	Customer Support	4
NPS Survey	Survey	3
Job Application	Sign Up	6
Appointment Request	Appointment	6
Product Inquiry	Other	6

Sync from Meta

Import flows that already exist in your Meta Business account with one click. Keep your WhatsMarkSaaS flows in sync with Meta Business Suite.

Flow Lifecycle

• Draft — Flow is being designed and can be edited
• Published — Flow is live and can be sent to customers
• Deprecated — Flow is no longer active but submissions are preserved

Submission Tracking

• View all submissions per flow in a searchable, filterable list
• Search by phone number or contact name
• Filter by submission status (Processed, Pending, etc.)
• View detailed submission data including all form responses
• Submissions are automatically linked to existing CRM contacts
• Export to CSV for reporting, CRM import, or team sharing

Field Mappings

• Map each flow field to a CRM contact field (First Name, Last Name, Email, Company, Notes)
• Map fields to Custom Fields for specialized data storage
• Skip fields that don't need to be mapped to contact records
• Automatically create or update contacts when submissions are received
• Multiple fields can be mapped to the Notes field (values are appended)

Automations

Triggers

• On Submission — Fires every time a form is submitted
• On Field Value — Fires only when a specific field matches a condition (field + operator + value)

Actions

• Send WhatsApp Message — Send personalized messages with @ merge fields from both contact data and flow submission values
• Assign to Agent — Automatically assign the chat to a specific support agent
• Webhook — Forward submission data to an external URL with configurable HTTP method and headers

Automation Features

• Multiple automations per flow with independent triggers and actions
• Execution order control via the Order field
• Enable/disable individual automations with toggle switches
• Combine "On Submission" and "On Field Value" triggers for sophisticated routing

Multi-Channel Sending

Once published, flows can be sent through multiple channels:

• WhatsApp Campaign — Include flows in campaign messages to targeted recipient lists
• Live Chat — Initiate a flow during a conversation with a customer
• Template Bots — Trigger flows automatically through template bot responses

Flow Preview

Preview how your flow will render on a WhatsApp device before publishing. Test the form layout, field arrangement, and user experience across different screen configurations.

Plan-Based Access Control

Super admins control which subscription plans include the WhatsApp Flows feature and set flow quotas per plan (e.g., 50 flows per tenant).