Workflow templates / Sales & leads
Collect name and email from new chats
New chats give a name and an email before anyone replies.
Works with: Any channel
How it works
- Someone messages you for the first time
- They are asked for their name and email, each checked
- Both are saved and the contact is marked engaged
Steps in the workflow: Trigger, Send message, Send message, Wait for reply, Set variable, Condition, End, Set contact field, Send message, Set variable, Wait for reply, Send message.
Who it is for
Anyone whose new chats arrive with only a handle or a number.
Good to know
- What if they don't answer?
- After a day the run ends; the chat stays in your inbox.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.