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How to Create and send a Flow for WhatsApp in Meta Using Vira?

1. Access WhatsApp Manager

  • Log in to the Meta Business Suite and navigate to WhatsApp Manager.

  • In the sidebar, select Manage Templates, then click on Create Template.

2. Set Up the Template

  • For a flow template, select Flows under the chosen category (e.g., Marketing). 
  • Click Next to proceed.



3. Add Template Details

  • Template Name: Provide a unique name for your template (e.g., "Feedback Survey" or "Real Estate Inquiry").
  • Language Selection: Choose the language for the template.
  • Flow Setup: Click on Flow Setup, then choose Create New to start designing a custom form.

4. Design the Flow

  • Choose Custom Form> Click on Create.

 

  • Screen Title: Complete the form> Click on Button> Add Content > Selections.

5. Preview and Submit

  • Review the flow in the Preview Section to ensure all details are accurate.
  • Save the template and submit it for Meta’s Approval.

6. Wait for Approval

  • Once submitted, the template status will show as "In Review."
  • After approval, the template will change to "Active," making it ready for use.

Using the Flow Mapping Feature in Vira:

7. Access Flow Mapping in Vira

  • Open the Vira dashboard and navigate to the WhatsApp Forms section.

8. View Approved Templates

  • In the WhatsApp Form Templates section, you will see all the pre-approved templates from Meta.

9. Select a Template

  • Click on the template you want to use for the flow.

10. Map Fields to HubSpot Properties

  • Map the fields from the template with the corresponding properties in HubSpot.
  • Ensure the HubSpot properties match the options in your WhatsApp template for accurate data syncing.

11. Save the Mapping

  • Once the fields are mapped, click Save to finalize the configuration.

12. Send the Form to Recipients

  • Use the Vira dashboard to send the WhatsApp form to the desired contacts or lists.

13. Sync Responses with HubSpot