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How to Save Customer Data in Spur Using Automation Flows

Spur lets you collect information from customers and save it for later use in broadcasts, segments, templates, and automations. There are two main ways to do this:

Updated over a week ago

You can watch this video and follow along with the text guide be.

Method 1: Save Data in Flow Columns

Flow columns store data within a specific automation workflow. This data stays inside that workflow and gets deleted if you delete the flow.

Setting it up

  1. Create an automation with a keyword trigger

  2. Add a message block asking for customer info (like "What's your name?")

  3. Set it to wait for customer response

  4. In the message block settings, scroll to the "Save To" section

  5. Under "Show in Flow Data", name your column (ex: customer_name)

Testing it

Type your keyword in WhatsApp. When the bot asks for your name, respond with it (ex: "Khizar").

To view the saved data, go to your workflow's execution log and refresh. You'll see the collected data appear in your custom column.

Saving button responses

You can also save data from button choices:

  1. Create a flow with buttons (ex: "phone cases", "chargers", "cables")

  2. Connect all buttons to an Action block

  3. Set the action to "Save in Flow Column"

  4. Set the column name (ex: "lookingFor?")

  5. Set the data value to {{lastMessage}}

When customers tap a button, their choice gets saved as their last message.

Method 2: Save Data in Custom Fields

Custom fields store data persistently across your entire Spur account. You can use this data anywhere: broadcasts, segments, templates, automations. Unlike flow columns, custom field data stays even if you delete workflows.

Creating custom fields

Go to Database > Custom Fields. Here you can create fields for any info you want to track: birthday month, customization requests, product interests, whatever matters for your business.

Setting it up

  1. Create an automation with a keyword trigger

  2. Add a message asking for info (ex: "Hey, what customization are you looking for?")

  3. Set it to wait for response

  4. Add an Action block

  5. Set action to "Set Custom Field"

  6. Choose your field name (ex: "Customization")

  7. Set value to {{lastMessage}}

Viewing the data

After a customer responds, go to Inbox and open their conversation. On the right sidebar under Custom Fields, you'll see the data they provided.

Saving button choices to custom fields

Same concept as before, but this time:

  1. Create buttons in your flow

  2. Connect them to an Action block

  3. Set action to "Set Custom Field"

  4. Choose your field (ex: "product of interest")

  5. Set value to {{lastMessage}}

Whatever button the customer taps gets saved in their custom field. Refresh the conversation page to see the updated data.

When to use which method

Use flow columns when:

  • Data is only relevant to that specific workflow

  • You don't need the data elsewhere

Use custom fields when:

  • You want to reuse the data across Spur

  • You need it for segmentation or broadcasts

  • The info should persist longterm

That's it. Start collecting data that matters to your business, then use it to send betterr messages. :)

Need help? Reach out to our support team anytime :)

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