Skip to main content

Guide on WhatsApp Flows

Interactive forms that pop up inside WhatsApp chats. Let people book appointments, fill surveys, or browse products without leaving the app.

Updated this week

WhatsApp Flows (not to be confused with WhatsApp automation flows) are interactive forms that appear directly within WhatsApp conversations. They enable rich data collection, product selection, appointment booking, and complex interactions without leaving the chat.

Understanding WhatsApp Flows

WhatsApp Flows provide native form experiences inside WhatsApp, allowing customers to:

  • Fill out detailed forms without opening external links

  • Select products from catalogs with images and descriptions

  • Book appointments with calendar interfaces

  • Complete surveys and feedback forms

  • Process orders with multiple steps and payment options

Managed Service Model

Why Managed Service Only

Due to Meta's rapid evolution of WhatsApp Flows technology, Spur currently offers WhatsApp Flows as a managed service only. This ensures you get the most up-to-date implementation and optimal user experience.

Professional Implementation Service

Our expert team handles the complete setup of your WhatsApp Flows, ensuring:

  • Latest Technology - Most current WhatsApp Flows implementation

  • Custom Form Design - Tailored to your brand and requirements

  • System Integration - Seamless connection with your existing tools

  • Ongoing Support - One-time setup with continued assistance

If you want to see an example of how they work on WhatsApp, click here. A video for that can also be found here. In this particular example, we show how WhatsApp forms can be used for helping leads book a hostel while traveling.

We have some videos showing what WhatsApp flows can look like for other use cases as well. You can watch one such video here for a quick example.

Common WhatsApp Flow Use Cases

E-commerce Applications

  • Product Selection - Browse catalog with images, descriptions, and variants

  • Order Forms - Collect shipping addresses, preferences, and special instructions

  • Size and Color Selection - Interactive product customization

  • Bulk Orders - Allow customers to select multiple items with quantities

Service Businesses

  • Appointment Booking - Calendar interface for scheduling

  • Service Selection - Choose from multiple service options with descriptions

  • Customer Information - Collect detailed client requirements

  • Consultation Forms - Gather information before service calls

Lead Generation

  • Detailed Surveys - Multi-step questionnaires with conditional logic

  • Quote Requests - Comprehensive information gathering for pricing

  • Registration Forms - Event registration with multiple fields

  • Preference Collection - Detailed customer preference mapping

Customer Support

  • Issue Reporting - Structured problem reporting with categories

  • Feedback Collection - Detailed review and rating forms

  • Return/Refund Requests - Complete return processing workflows

  • Account Updates - Secure information update forms

Implementation Process

Discovery Phase

Our team works with you to:

  • Understand Requirements - What data you need to collect

  • Map User Journeys - How customers will interact with flows

  • Define Integrations - Which systems need to receive flow data

  • Plan Flow Logic - Conditional paths and validation rules

Design and Development

  • Custom Form Creation - Built to your specifications

  • Brand Integration - Matching colors, fonts, and messaging

  • Logic Implementation - Conditional fields and dynamic content

  • Testing and Refinement - Thorough testing before deployment

Deployment and Support

  • Flow Activation - Live implementation on your WhatsApp number

  • Staff Training - How to manage and monitor flow performance

  • Analytics Setup - Tracking submission rates and completion data

  • Ongoing Optimization - Performance monitoring and improvements

Flow Performance Metrics

Key Analytics

Track important metrics for your flows:

  • Impression Rate - How many users see flow prompts

  • Start Rate - Percentage who begin the flow

  • Completion Rate - Users who finish the entire flow

  • Drop-off Points - Where users abandon the process

Data Quality

Monitor the quality of collected information:

  • Field Completion - Which fields get filled most/least

  • Validation Errors - Common mistakes or formatting issues

  • Data Accuracy - Quality of submitted information

  • Follow-up Requirements - How often clarification is needed

Integration Capabilities

CRM Systems

Flow data automatically syncs to:

  • Spur Database - Contact profiles and custom fields

  • External CRMs - Salesforce, HubSpot, Pipedrive

  • Email Platforms - Mailchimp, Constant Contact

  • Custom Databases - Via API connections

E-commerce Platforms

Direct integration with:

  • Shopify - Product catalogs and order processing

  • WooCommerce - Inventory management and fulfillment

  • Custom Platforms - API-based connections

  • Payment Processors - Secure transaction handling

Business Tools

Connect with existing systems:

  • Calendar Applications - Appointment scheduling

  • Project Management - Task and workflow creation

  • Analytics Platforms - Google Analytics, custom tracking

  • Communication Tools - Email notifications, Slack alerts

Getting Started

Schedule Implementation

To implement WhatsApp Flows for your business:

  1. Contact Our Team - Click "Schedule a Demo & Get Quote"

  2. Requirements Discussion - Share your specific needs and goals

  3. Custom Quote - Receive pricing based on complexity and requirements

  4. Implementation Timeline - Typical setup takes 1-2 weeks

  5. Go Live - Launch flows with full support and monitoring

Preparation Checklist

Before implementation, prepare:

  • Flow Requirements - What information you need to collect

  • Integration Needs - Which systems should receive data

  • Brand Assets - Logos, colors, and messaging guidelines

  • User Journey Maps - How customers should progress through flows

Success Factors

Maximize flow effectiveness by:

  • Clear Value Proposition - Why users should complete the flow

  • Minimal Friction - Only ask for essential information

  • Immediate Confirmation - Acknowledge completion quickly

  • Follow-up Strategy - How you'll use the collected data

WhatsApp Flows represent the future of conversational commerce and customer interaction. Through our managed service, you can leverage this powerful technology without the complexity of self-implementation, ensuring optimal performance and user experience.

Did this answer your question?