Feature based FAQs
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      2. Vira (WhatsApp Automation)
      3. Feature based FAQs

      How to Create and send a Flow for WhatsApp in Meta Using Vira?

      1. Access WhatsApp Manager

      • Log in to the Meta Business Suite and navigate to WhatsApp Manager.
      • In the sidebar, select Message Templates, then click on Create Template.

      2. Set Up the Template

      • Choose the template category (e.g., Marketing or Utility) based on the purpose of your message.
      • For a flow template, select Flows under the chosen category (e.g., Marketing).
      • Click Next to proceed.

      3. Edit Template Details

      • Template Name: Provide a unique name for your template (e.g., "Feedback Survey" or "Real Estate Inquiry").
      • Language Selection: Choose the language for the template.
      • Flow Setup: Click on Flow Setup, then choose Create New to start designing a custom form.

      4. Design the Flow

      • Screen Title: Add a title for the form (e.g., "Please Fill").
      • Body: Include instructions or context for the form, such as "Please fill in your requirements below."
      • CTA Button: Add a Call-to-Action button, like "Submit."

      5. Add Fields to the Form

      • Click Add Content from the dropdown menu and choose the required components. Examples:
        • Field 1: Timeline to Buy (Options: "0-3 months," "3-6 months," "1 year+").
        • Field 2: Type of House (Options: "Apartment," "Villa," "Studio").
        • Field 3: Budget (Options: "Below $100k," "$100k-$500k," "Above $500k").
        • Field 4: Location (Options: "New York," "Los Angeles," "Chicago").
      • Add additional fields as required for your form.

      6. Preview and Submit

      • Review the flow in the Preview Section to ensure all details are accurate.
      • Save the template and submit it for Meta’s Approval.

      7. Wait for Approval

      • Once submitted, the template status will show as "In Review."
      • After approval, the template will change to "Active," making it ready for use.

      Using the Flow Mapping Feature in Vira:

      8. Access Flow Mapping in Vira

      • Open the Vira dashboard and navigate to the Flow Mapping section.

      9. View Approved Templates

      • In the Flow Mapping section, you will see all the pre-approved templates from Meta.

      10. Select a Template

      • Click on the template you want to use for the flow.

      11. Map Fields to HubSpot Properties

      • Map the fields from the template (e.g., Timeline to Buy, Type of House, Budget, Location) with the corresponding properties in HubSpot.
      • Ensure the HubSpot properties match the options in your WhatsApp template for accurate data syncing.

      12. Save the Mapping

      • Once the fields are mapped, click Save to finalize the configuration.

      13. Send the Form to Recipients

      • Use the Vira dashboard to send the WhatsApp form to the desired contacts or lists.

      14. Sync Responses with HubSpot

      • When the recipient fills out the form on WhatsApp, their responses will automatically sync to the corresponding HubSpot properties.
      • Example: If a recipient selects "3-6 months" for Timeline to Buy, the value will be stored in their HubSpot contact property under "Timeline to Buy."





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