Workflows: WhatsApp node

This article explains the functioning of WhatsApp nodes that can be configured as a part of workflows.

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Working

Automating the process of sending a WhatsApp message based on the user action in the app.

Note: This Workflow sends WhatsApp messages from Clappia's WhatsApp Business Number. If you wish to send these messages from your own WhatsApp Business account, you can configure it in your Workplace Details. Learn more about the setup here.

Use Cases

Based on the actions in the app, users will be able to receive WhatsApp messages for:

• Confirmation
• Reminder
• Notification

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Editing the block

Click on the WhatsApp block and start editing on the right panel.

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‍Step Name

This is the name of the workflow that appears on the left side.

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To WhatsApp Number

Enter the variable associated with the Phone Number block in the app or manually enter the phone number with the country code as: “country code phone number”

Example: +91 9876543210

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Select Template

Select a template message consisting of variables from the list of templates. These variables can be configured with the variable names of the data blocks from the app.

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Parent Step

Parent step refers to the function which is just above the WhatsApp node. Here, it is the Start function.

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Request New Template

Click here to submit your template. Only relevant templates will be approved and uploaded to the list for use.

Once you click on Request New Template, you will get a form where you need to fill your particulars. There will also be a section of currently available templates.

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IMPORTANT NOTES

• Before submitting a template, Refer to WhatsApp's Template guideline on dos and don'ts: https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/
• There is a limit to the usage of WhatsApp messages -  20 WhatsApp messages per workplace per month
  (If you want to extend the limit of WhatsApp messages, write to us at contact@clappia.com)

Submit your Template below

Enter your particulars, refer the templates which are available, scroll down and submit your template.

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Template Example:

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Select Template - submission_update

The message will appear like this: Your submission was successfully saved with submission ID - {{submissionId}}. Let us know if you have any queries.

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Set Template Values

Variables are displayed according to the selected template. Configure the variables with the variable name of the data block from the app accordingly.

In this example:

submissionId - @variable name