WAX’s Flow Builder simplifies the creation of CRM scenarios on WhatsApp with an intuitive branching system. This video shows you how to:
🎯 Automate actions,
💬 Add and customize your messages,
😎 Offer quick replies based on button clicks in conversations.
Basics of the Flow Builder
Add a block: Select a block from the library and drag it into the gray area.
Delete a block: Click on the three dots of the block and choose "Delete."
Organize the flow: Connect the blocks to ensure a seamless journey.
Define the Trigger
Choose the type of trigger:
Trigger: For example, when a customer places an order on your website. To learn more, check out our guide on How to add a trigger to my flow?
Template: To send a campaign to a predefined customer base.
The Start Node must be added to the trigger.
Configure Message Types
A template is a message sent to your customers, which can include conversation buttons. After clicking these buttons, a reply is usually added.
Unlike replies, a template must be approved by Meta before it can be sent.
To learn more about the difference between a template and a reply, click here: What is the difference between a template and a reply?
Customize Your Flow According to Your Needs
Add Visual Elements
Enhance your messages by integrating images or videos to make them more engaging.
Examples: A product photo of the ordered item or an explanatory video.
📣 Supported audio formats: audio/aac
📣 Supported video format: MP4 – file size must be under 16MB
Use Dynamic Variables
Personalize messages by adding custom details (e.g., first name, order number).
Collect Customer Data via Tags and Attributes
Tags and attributes allow you to gather data about your customers, such as who clicked or didn’t, and to include or exclude certain customers from receiving a message.
To learn more about attributes, check out our guide: How to add tags and attributes?
Finalize and Submit for Validation
Save the flow: Click the "Save" button, and don’t forget to send yourself a test flow using the "Test" button.
If you need help testing your flow, here’s our tutorial: How do I send myself a test flow?Submit your messages to Meta:
Templates must be approved before they can be sent.Launch the flow: Once validated, activate your scenario by switching it ON to make it operational.