WhatsApp Flow

WhatsApp Flow is a form tool developed by Meta. Businesses can use Omnichat to integrate Flow into their marketing tools and send it to customers. Flow is a highly flexible interactive form that allows you to design multi-step processes and various fields (such as dropdown menus and text boxes) to enhance the user experience.

Additionally, Omnichat supports webhook integration, enabling real-time transmission of user-submitted data to the backend for processing. It also allows for data storage using custom attributes and can be combined with journey settings to automate subsequent workflows, achieving more comprehensive operational integration and personalized interactions.

Key Features & Setup Steps

Step 1: Go to the WhatsApp Flow builder to set up your Flow Developer Platform

Screens

Users can view the title of each Flow Screen to understand the form’s purpose
A Flow can have up to 8 screens

Edit Content

Each screen can contain up to 8 pieces of content

Content type

Text - Suitable for use as a title, form instructions, etc.

Large Heading
- Maximum 80 characters
Small Heading
- Maximum 80 characters
Body
- Maximum 4096 characters
Caption
- Maximum 4096 characters

Media

Suitable for form icon descriptions and company logos.

Image
- Maximum file size: 300 KB
- Acceptable file types: JPEG, PNG

Text Answer

An important element in form design used to collect customer responses to questions.

Short Answer
- You can control the type of content you want customers to enter. The options are as follows:
  - Text
  - Password
  - Email
  - Number
  - Passcode
  - Phone
- Label
  - Maximum 20 characters
  - Used as the field title; this field will be returned by Omnichat
- Instructions
  - Optional
  - Maximum 80 characters
- Required toggle
  - Default as required

Paragraph
- Label
  - Maximum 20 characters
  - Used as the field title; this field will be returned by Omnichat
- Instructions
  - Optional
  - Maximum 80 characters
- Required toggle
  - Default: Required
- Customer can enter up to 600 characters

Date Picker
- Label
  - Maximum 20 characters
  - Used as the field title; this field will be returned by Omnichat
- Instructions
  - Optional
  - Maximum 80 characters
- Required toggle
  - Default: Required
- Cannot set a range

Selection

An important element in form design used to collect customer responses to questions.

Single Choice
- Label
  - Maximum 30 characters
  - Used as the field title; this field will be returned to Omnichat
- Options
  - Maximum 30 characters per option.
  - Maximum 10 options
  - Items provided for customer selection (single selection)
- Required toggle
  - Default as required

Multiple Choice
- Label
  - Maximum 30 characters
  - Used as the field title; this field will be returned by Omnichat
- Options
  - Maximum 30 characters per option.
  - Maximum 10 options
  - Items provided for customer selection (multiple selections allowed)
- Required toggle
  - Set as required by default
Dropdown
- Label
  - Maximum 20 characters
  - Used as the field title; this field will be returned by Omnichat
- Options
  - Maximum 80 characters per option.
  - Maximum 30 options
  - Items provided for customer selection (multiple selections allowed)
- Required toggle
  - Default as required

Opt-In
- Label
  - Maximum 300 characters
  - Used as the field title; this field will be returned by Omnichat
- Read more link
  - Used to manage the company's T&Cs & Privacy
  - Optional
  - You can add the following formats:
    Large Heading
    Small Heading
    Body
    Caption
    Image

Required toggle
- Default as required

Button

Flow button Used to trigger an interactive flow, guiding users to fill out information or complete a specific action.

Button
- Maximum 30 characters

Step 2: Copy JSON to WhatsApp Manager

Settings path⁠

Meta Business Suite > Settings > WhatsApp Accounts > WhatsApp Manager

WhatsApp Manager > Flows > Create Flow

Enter the following flow details and add
- Name
- Categories
  - The following category options are supported and will be synchronized to Omnichat for updates
Without Endpoint
- By default, this option
- Simply set the category to "Default"
- Data for this category will not be synced to Omnichat
With Endpoint
- This item is not supported

Paste the Flow JSON

Step 3: Format the JSON

Copy the created Flow JSON

First, format the copied JSON and paste it into the WhatsApp Manager Flow Builder. You can use AI or online tools to format the JSON; otherwise, it will be difficult to organize and read