---
url: >-
  https://docs.corbitaltech.dev/products/whatsapp-flows-for-whatsmark-saas/features.md
description: >-
  Full feature list of the WhatsApp Flows Module for WhatsMark SaaS:
  drag-and-drop flow builder, ready-made templates, Meta Business Manager sync,
  submission tracking, field-to-CRM mapping, and automated post-submission
  actions.
---

# Features

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

\[\[toc]]

## 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* **Deprecated** — Flow is no longer active but submissions are preserved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).