Flows
Overview
Flows in Squarebox are structured, no-code conversational journeys designed to automate WhatsApp interactions. With an intuitive drag-and-drop builder, you can create dynamic flows to gather feedback, qualify leads, collect information, or run engagement surveys—all directly via WhatsApp.
Each flow is made up of multiple screens, and each screen includes components such as messages, questions, or inputs that are shown to the user in a step-by-step sequence.
Use Cases
Customer feedback collection
Lead qualification and scoring
Registration or booking forms
Event feedback and surveys
Automated follow-ups
Information gathering or service eligibility
How Flows Work
🔹 Components of a Flow
Screen
A single message step shown in the flow
Text Element
Headings or body or caption text to explain the step
Selection
Multiple choice, single choice, or dropdown selection
Text Answer
User's free-text response (short/long/date)
Media (limited)
Attach image
Creating a Flow – Step-by-Step
Step 1: Navigate to Flows
What to do: Go to WhatsApp Template > Flows (Beta) from the left sidebar. Click on Add Flow or select an existing flow to edit.
Step 2: Add a New Screen
What to do: In the Flow Editor, each screen represents one WhatsApp message. Click Add new to create your first screen.
Step 3: Add Components to a Screen
Each screen can have up to 8 components. Here's how to add them:
A. Text
What to do: Add a Heading (main message or question) Optionally, add Body Text for context or explanation.
B. Selection Options
What to do: Choose from Multiple Choice, Single Choice, or Dropdown. Define the options. Enable Required toggle if needed.
C. Text Answer
What to do: Use this to collect open-ended input:
Short Answer – one-line
Paragraph – multi-line
Date Picker – select date
Step 5: Save
What to do: After completing the flow, click Save.
6. Mapping Data Fields
After creating your screens:
Click on Map Columns to align each field with CRM fields like:
● Name
● Lead State
● Category
7. Preview and Publish
Once mapping is done:
● Click Preview to test how it works
Then Publish once ready.
8. Linking Flows to Templates
To add your flow to a WhatsApp message:
Navigate to:
Home > Manage Templates > New Template
Fill in basic template info: Name, Language, Category (Marketing)
Add Body text and button
Under Call to Action Buttons:
Choose Complete Flow
1. Button Text: e.g., "View Flow"
2 . Use Existing Flow: Select the published flow (e.g., "collect purchase interest")
Buttons Limitations:
● Only 1 flow button per template
● Max 10 quick replies
Can combine with links or phone numbers (with limitations)
8. Common Use Cases
● Lead capture from ads
● Customer onboarding flows
● Event or webinar registrations
● Feedback & review collection
Best Practices
Use these recommended combinations of components based on your use case to design effective WhatsApp flows:
Scenario
Recommended Components
Customer Feedback
Multiple Choice + Paragraph
Lead Qualification
Single Choice + Short Answer
Date Collection
Dropdown + Date Picker
Support Ticket Intake
Paragraph + Dropdown
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