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Ahmed Nassar
Business problem:
  • As a marketer, I want to create, view, and send WhatsApp Marketing Form Templates through a WhatsApp Flow Message to collect information from the contact via the form, so that I can streamline the information-gathering process and improve lead capture efficiency.
Desired outcome:
  • Ability to create WhatsApp Form Templates
  • View and manage these templates
  • Send templates via WhatsApp Flow Messages
Use Cases:
  • Creating a new marketing campaign requiring contact information collection
  • Sending follow-up messages to contacts with forms for additional data
The current workaround:
  • Use "Ask a Question" step in Workflow to collect information
  • Use AI Agent to collect information objectives
  • Note: A Conversation Window should be open first