Free WhatsApp workflow template
Lead magnet delivery: every step, in order, before you switch it on
Deliver the download a lead signed up for, give them a day with it, then ask the one question that turns a reader into a conversation. Opens with the delivery message blank, so it cannot publish until you attach the guide and write the line that comes with it.
- 5 steps
- 2 messages
- When: New lead arrives
Send the guide they asked for
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
- 1
Send a message
Left blank for you to write, so it cannot go live until it says something true about your business.
- 2
Wait
Wait 1 day
- 3
Ask a question
Did you get a chance to look at it? Happy to answer anything it raised.
If No reply
- 5
Add or remove tags
Add: no-reply
- 4
Hand to a person
Hands the chat to you
What it does
Deliver the download a lead signed up for, give them a day with it, then ask the one question that turns a reader into a conversation. Opens with the delivery message blank, so it cannot publish until you attach the guide and write the line that comes with it.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Send the guide they asked for". It opens as a draft with every step drawn and your name and business filled in.
- 3Change any words you like, then press Test to try it in a test chat.
- 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
Workflows like this one
For leads from your Facebook forms. Each time one becomes Replied, Booked, Won or Lost, Meta hears about it, so your ads learn which leads turn into clients.
1 stepText every new lead, wait for their reply, then answer by what they said: book the keen ones, hand questions to your AI agent, and pass everything else to you.
6 stepsStart 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
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.