Multi-Step Forms with Input Flow in BotSailor: Complete Guide

Want to collect structured information from your WhatsApp users in an organized, professional manner? Whether you’re running a support funnel, generating leads, or collecting feedback, BotSailor’s Input Flow feature lets you build multi-step forms directly within WhatsApp.

This guide walks you through creating a smooth, interactive, and automated multi-step form using BotSailor, powered by WhatsApp Flow Forms and Input Flow steps.

What Is Input Flow in BotSailor?

Input Flow is a visual chatbot builder inside BotSailor that allows you to create a sequence of questions and actions. It works as a conversational form builder, where each block represents a user input, such as name, email, or phone number. These inputs are saved into custom fields and can trigger actions like sending WhatsApp Flow Forms, HTTP API calls, or template messages.

Why Use Input Flow with WhatsApp Flows?

Combining Input Flow with WhatsApp Flows enhances user experience by:

  • Creating structured form-like conversations
  • Collecting valuable user data (e.g., email, phone, preferences)
  • Sending WhatsApp Flow Forms at the right stage
  • Triggering personalized follow-ups and next steps automatically

Step-by-Step: How to Build a Multi-Step Form

🔹 Step 1: Create a WhatsApp Flow Form

Go to WhatsApp Flows from the left menu. Click Create, then set your:

  • Flow Name: (e.g., “Contact Us”)
  • Flow Category: Pick or define a relevant category
  • Status: Publish the form once it’s ready

For detailed guide about WhatsApp flow form, please read this guide: <placeholder>

🔹 Step 2: Build Input Questions in the Flow Editor

From the Input Flow section:

  1. Drag and drop New Question nodes
  2. Define reply types:
  • Free keyboard input for name/email
  • Phone number input
  • Multiple choice for decision-based flows
  • Save each input to a custom field

🔹 Step 3: Insert a WhatsApp Flow Form in the Middle of the Flow

After collecting initial data, you can send a Flow Form by:

  1. Clicking the ➕ button
  2. Selecting WhatsApp Flows
  3. Choosing the flow you created earlier
  4. Customizing:

Header (e.g., “Please fill-up”)

Message body

Footer button text

🔹 Step 4: Connect to Next Message or Action

After the WhatsApp Flow node, you can continue the flow with:

  • A Thank You message
  • A custom reply
  • Triggering an external API or another action

Tips for Better Results

  • Use custom fields for every input to save data for later use
  • Make use of conditional logic (e.g., user decision → different Flow)
  • Add delays for more natural human-like messaging
  • Always preview and test flows before going live
  • Keep messages concise but informative

FAQs

Do I need to publish the WhatsApp Flow before using it in Input Flow?
 Yes. Make sure your WhatsApp Flow is created and published first.

Can I collect files or documents in Input Flow?
 Currently, Input Flow supports text, phone, email, and button replies, but file upload is not supported.

Can I show different flows based on answers?
 Yes. You can use multiple choice responses to branch the conversation and trigger different actions.

Is this form flow GDPR compliant?
 BotSailor allows you to store data in a secure and compliant way. Make sure to add legal notices if needed in your form.

Can I send the collected data to a CRM or Google Sheet?
 Absolutely. Use the HTTP API or Google Sheet Fetch actions to connect your flow with external systems.

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