Create WhatsApp Forms and Meta Flows

Overview

Search Aliases: WhatsApp Form, Meta Flow, form flow, interactive message form

USE CASES

Lead qualification; registration; appointment details; feedback; service request; property requirement; laptop specification; coworking visit; customer support triage.

FORM COMPONENTS

Heading; text input; textarea; number; email; phone; dropdown; single choice; checkbox; date picker; validation; required flag; field key; submission action.

CREATE THE FORM

1. Define the business goal and minimum information required.
2. Open WhatsApp Form.
3. Choose Add Form.
4. Enter internal name, description and supported category.
5. Add screens or sections where supported.
6. Add fields using clear labels.
7. Give every data field a stable unique key.
8. Configure validation and required fields.
9. Map fields to Wemblo contact/custom fields.
10. Configure what happens after submission.
11. Add human handover for cases that need review.
12. Publish the form.
13. Test every path.

USE THE FORM IN A RESPONSE RESOURCE

1. Open Response Resources.
2. Choose Form Flow.
3. Add a resource name and introduction.
4. Choose the published form.
5. Set the button text.
6. Save.
7. Use the resource in Smart Inbox, Flow Builder or Keyword Triggers.

KEYWORD EXAMPLE

Trigger words: apply, register, visit, book.

Match type: Exact, Contains or Starts With according to the business need.

Reply type: Form Flow.

COMMON ISSUES & SOLUTIONS