Workflow templates / Sales & leads
Quiz, then move to WhatsApp
Quiz, number capture, WhatsApp button.
Works with: Any channel
How it works
- A customer sends your keyword.
- It asks 2 quick questions and saves the answers.
- The contact is tagged for later.
Steps in the workflow: Trigger, Send message, Send message, Wait for reply, Set contact field, End, Send message, Wait for reply, Condition, Set variable, Set variable, Reply buttons.
Who it is for
Brands that sell through WhatsApp.
Good to know
- Tips for this template
- Set the button link before you turn it on.