Prerequisites: #
- Ensure you have the WP Forms Pro version and the WP Forms Webhook add-on installed on your WordPress site.
- Download the add-on from the WP Forms website and install it as a plugin on WordPress.
Create a WhatsApp Message Template #
- Go to Bot Manager in BotCommerce.
- Select the WhatsApp account and navigate to the Message Template section.
- Use an existing approved message template for WP form submission.
Set Up Webhook Workflow #
- Create a new webhook workflow.
- Give a name to the workflow and select the WhatsApp account and the message template.
- Click on the “Create Workflow” button and copy the webhook callback URL.
Create and Configure WP Form #
- Go to WP Forms and create a new form by clicking on the “Add New” option.
- Name your form and select a template.
- Add a phone number field to the form (necessary for sending WhatsApp messages).
- Go to settings and enable the webhook.
- Paste the copied webhook URL in the request URL field.
- Select “POST” as the request method.
- Configure the request body with the necessary fields: name, email, phone number, and comment/message.
- Save the form.
Map Webhook Response #
- Submit example data on the WP form for mapping.
- Go to BotCommerce and click on “Capture Webhook Response” to fetch the example raw data.
- Map the webhook response, ensuring the phone number field is correctly mapped.
- Create a formatter to trim the plus sign from the phone number (WhatsApp doesn’t accept phone numbers with a plus sign).
- Save the workflow.
Test the Automation #
- Fill out the WP form and submit it.
- Check the workflow report in BotCommerce to ensure the campaign is successful.
- Verify that the user receives an automated WhatsApp message.
That’s it! This is how you can send an automated WhatsApp message when you receive a WP form submission using BotCommerce.