Log into your WhatsApp Business Manager account. This is where you can manage all aspects of your business on WhatsApp, including creating Flows to automate interaction with your customers.

In the main panel, go to the Account tools section in the side menu and select Flows. Here you can view, edit, and create all Flows available for your account.

Click on the “Create Flow” button to start building a new Flow that adapts to your business needs.

Give your Flow a name to easily identify it. Then, select a category according to its purpose, such as Registration, Customer Service, Survey, among others. This will help keep your Flows organized.

It’s important to leave the method without an endpoint, as this is the option currently supported by Treble. This simplifies the use of the Flow.

Click on “Create” to continue. This will open the interface where you can design the content and interactions of your Flow.

In the next screen, you’ll need to manipulate a JSON file to make changes. You can follow our guide: How to use the Meta Playground to create your WhatsApp Flows? to avoid complications with the JSON format.

The Playground assigns generic values that can be difficult to identify later. We recommend replacing the values following our mini guide: When you create a flow in the Meta Playground, the system generates automatic names for the fields (like TextInput_8f1836), which can be confusing. However, you only need to change the names in the payload, and you can use the same names that you have in the field labels, such as “Name” or “Email”, to make the process easier.

We offer two options: in one you make the change manually and in the other you just need to copy a prompt and your JSON into ChatGPT and you’re done.

For ChatGPT you just need to copy this prompt and add your JSON for ChatGPT to make the adjustments:

Paste the created JSON into the editor and click on “RUN” to verify that the Flow works correctly.

Before finishing, test the Flow using the preview view to ensure everything works as expected.

When you’re satisfied with the design and functionality of the Flow, click on the three dots next to the save button and select “Publish”. Keep in mind that you won’t be able to make changes after publishing.

Customers want to complete tasks quickly. When designing a flow, ensure it doesn’t take more than five minutes to complete. If a flow becomes too long, it can generate frustration and customers might abandon it.

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Recommendations to Keep Flows Concise:

• Limit Tasks per Screen: Include only one task per screen to avoid overwhelming the customer. This makes the experience clearer and easier to follow.
• Minimize Components: Avoid using too many components on a single screen, as it can saturate the interface and slow down loading times. If you need several components, distribute them across multiple screens.

The visual and text aspects of your flow are crucial to keep customers engaged and informed.

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Best Practices for Design and Content:

• Effective Calls to Action (CTAs): The CTA should clearly indicate what will happen next. For example, use phrases like “Confirm booking” so the customer knows exactly what action they’re taking.

• Capitalization and Grammar: Use capitals at the beginning of titles and CTAs, maintain consistent capitalization, and always review content to correct grammar and spelling errors. This ensures a professional and consistent experience for the customer.

• Emojis: Use emojis in moderation and consider the context. Make sure they align with your brand and add value to the message rather than distract.

• Help Text: Help text should provide clarity to customers, for example, the correct format for a phone number, entering a date, or an email address.

To make forms easy to use and maintain input data quality:

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Tips for Effective Forms:

• Use the Right Components: Using the correct components will ensure your users have a better experience and your data format is the best. For example, use a date picker for birth dates or a text input - email to request your customers’ email.

• Provide Clarity: Labels and questions should be self-explanatory, and form fields should be logically ordered (for example, first name before last name).

• Optional Forms: If a form is not essential to completing a task, make it optional.

Effectively guiding customers through the flow improves completion rates.

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Tips for Clear and Guided Navigation:

• Customers Want to Complete a Task: The CTA should go hand in hand with the message content. It should be brief and concise, indicating what task the customer can expect to complete when opening the flow.
• Set Expectations: Inform customers how long it will take to complete a task, such as “It should only take a few minutes”. Use concise and action-oriented screen titles (e.g., “Confirm registration”).
• Clarity in Initiation Flow: Customers decide to open a flow based on the clarity of initiation messages. The conversation should feel fluid and provide clear context and actions centered on the task.
• No Surprises: The first screen of the flow should reflect the CTA action. Any deviation from the task will result in a poor experience for the customer and could lead them to close the flow.

Make sure you’re informing your users about how their data will be used.

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Considerations for Opt-in:

• Opt-in Clarity: It’s essential that the customer clearly understands what they’re consenting to when interacting with a flow. Provide a simple and direct explanation of the purpose of the flow and any information that will be collected.

• Include a ‘Read More’: Include a ‘Read More’ button that links to relevant information, such as Terms and Conditions. This increases transparency and helps build trust with customers.

Ending a flow properly is as important as starting it.