How to Create WhatsApp Automations

This guide will walk you through the process of setting up WhatsApp automations, from starting with templates to launching your automation.

Step 1: Prepare Templates

- Begin by ensuring you have the necessary WhatsApp templates ready. For guidance on creating WhatsApp templates, see How to Create WhatsApp Template Message.

Step 2: Access Automations

- Navigate to 'Automations' from the sidebar.

Step 3: Create Automation

- Click on the 'Create Automation' button.

Step 4: Choose Creation Method

- You will be presented with two options: 'Pick from Library' and 'Create from Scratch'.



- Opt for 'Create from Scratch'.

Step 5: Set Up Automation Details

- Automation Name: Enter a name for your automation.
- Actions: Define what will trigger this automation. Choose an event.

Step 6: Advanced Settings (Optional)

- Expand and adjust the advanced settings as preferred.

Step 7: Proceed to Next Step

- Click on the 'Next' button.

Step 8: Open Flow Editor

- Click on the option for 'Flow Editor'.



- This opens a canvas for the flow editor.

Step 9: Use Flow Editor

- Drag and drop a WhatsApp block into the flow.
- Click on the block to configure it.



- The right side will display block settings.

Step 10: Configure Block Settings

- Select the desired template and discount code.

Step 11: Save Automation

- Click on the 'Save' button located in the top right corner.

Step 12: Finalize Automation

- Click on the 'Close' button in the top left corner to exit the editor.

Step 13: Save or Launch Automation

- Finally, click on 'Save' or 'Launch' as preferred.

Updated on: 08/01/2024