Free WhatsApp workflow template

Facebook lead welcome message: every step, in order, before you switch it on

Start a journey only for the new leads that match a condition. This one is drafted for a Facebook source; swap it for a tag or any field on their card.

  • 1 step
  • 1 message
  • When: New lead arrives

New lead meeting conditions

Every message as it is sent. The app puts your own name and business where it says [Your name] and [Your business], {{Name}} is the contact's first name, and a word that starts with $ is filled in from the chat.

When: New lead arrives

Only when source contains Facebook

  1. 1

    Send a message

    Hi {{Name}}, [Your name] here. Thanks for tapping on our ad - what caught your eye?

What it does

Start a journey only for the new leads that match a condition. This one is drafted for a Facebook source; swap it for a tag or any field on their card.

How to use it in ActivityTracker

  1. 1Open Workflows and choose Start with a template.
  2. 2Pick the one called "New lead meeting conditions". It opens as a draft with every step drawn and your name and business filled in.
  3. 3Change any words you like, then press Test to try it in a test chat.
  4. 4Publish it when it reads right. Nothing is sent before that, and you can stop it any time.

It sends from the WhatsApp you already use, linked as a device the way WhatsApp Web is. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.

Already use ActivityTracker? Open the workflow templates in the app

Questions

Switch it on with your own words in it.

Book a walkthrough to see the workflows run in the app.