Effective customer communication is crucial for any digital business, especially when it comes to timely responses and consistent engagement. Rash Technologies empowers businesses to automate WhatsApp messaging by integrating WP Forms with our advanced WhatsApp workflow engine. This setup not only enhances user interaction but also reduces manual workload by ensuring instant follow-ups and confirmations directly on WhatsApp.
In this detailed guide, we explain how you can automate WhatsApp messaging triggered by WP Form submissions using Rash Technologies’ intelligent workflow solution.
Step 1: Install the Required WP Forms Add-on
To begin, ensure you have the Pro version of WP Forms installed on your WordPress website. You will also need the Webhooks Addon to enable external communication.
- From your WordPress dashboard, go to WPForms → Addons
- Locate and activate the Webhooks Addon
Step 2: Create a WhatsApp Message Template
WhatsApp mandates that all business-initiated conversations use pre-approved templates. Here’s how to configure one:
- Login to your Rash Technologies dashboard
- Navigate to WhatsApp Bot Manager → Message Template
- Click Create, then choose General Template
- Set the template name, locale, and category
- Customize the message body and add optional buttons such as Call to Action or Quick Reply
- Save and Sync the template to send it for Meta approval
Once approved, the template will be ready for use in your campaigns.
Step 3: Create a Webhook Workflow in Rash Technologies
Now set up a webhook campaign to connect the form submission to your WhatsApp template.
- Go to Webhook Workflow in the Rash Technologies dashboard
- Click Create and input the campaign name
- Choose your WhatsApp account and the approved message template
- Click Create Workflow and copy the generated Callback URL
Do not close the tab yet, as the configuration is incomplete.
Step 4: Set Up WP Form and Add Webhook
Next, configure the WP Form to trigger the webhook when users submit their information.
- In WordPress, go to WP Forms → Add New
- Choose a template and add a Phone Number field
- Go to Settings → Webhooks, and enable the webhook
- Paste the copied Callback URL in the Request URL field
- Set Request Method as POST
- Under Request Body, define parameter keys and map fields such as Name, Email, Phone Number, and Message
Save the form to apply the settings.
Step 5: Capture Sample Data and Map Variables
To test the integration and finalize the webhook mapping:
- Submit the WP Form once with sample data
- Return to Rash Technologies’ Webhook Workflow and click Capture Webhook Response
- Map form fields (such as phone number and name) to corresponding message template variables using the sample response data
- Save the campaign to activate automation
Conclusion
By integrating WP Forms with Rash Technologies’ WhatsApp workflow automation, your business gains the ability to respond to customers in real-time — directly on WhatsApp. Whether it’s order confirmations, service updates, or lead follow-ups, this setup helps you maintain professionalism while enhancing customer trust and satisfaction.
This automation is particularly beneficial for businesses that manage high volumes of inquiries or depend on quick communication for conversions. It’s time to modernize your engagement strategy by leveraging WhatsApp as a direct, automated, and personalized communication tool.