Free WhatsApp workflow template

Welcome message that asks for a phone number: every step, in order, before you switch it on

Welcome somebody who writes in and ask for a number to reach them on if you do not have one.

  • 5 steps
  • 3 messages
  • When: Chat starts

Welcome message and ask for phone number

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: Chat starts

  1. 1

    Send a message

    Hi! Thanks for messaging [Your business]. [Your name] here.

  2. 2

    Has a number?

    If Has one: phone is set

    Nothing more.

    If Everyone else

    1. 3

      Ask a question

      What is the best number to reach you on?

      Saves the answer to their card as phone.

      If Answer did not fit

      1. 4

        Send a message

        I could not read that as a number. Send it again with the country code and I will save it.

      2. 5

        Add a private note

        Gave a number we could not read: $contact.last_incoming_message

What it does

Welcome somebody who writes in and ask for a number to reach them on if you do not have one.

How to use it in ActivityTracker

  1. 1Open Workflows and choose Start with a template.
  2. 2Pick the one called "Welcome message and ask for phone number". 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.