Iqmal
m.iqmal@sleekflow.io

Iqmal activity

70 Articles Written Last Month

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Updated July 5th, 2024 by Iqmal

Contact details

From the contact details page, you can get a full overview of a contact including their details, any labels attached to them, lists or custom object records they are associated with, and more. You can also review the contact’s activity log to keep track of all the actions performed regarding them.  Navigating the contact details page To go to a cont...

1 min reading time
Updated June 24th, 2024 by Iqmal

Add action node to flow

Action nodes perform specific tasks when triggered, enabling you to automate responses, update contact information, manage conversations, and integrate with external systems. To add an action node to your flow in "Flow Builder": Add a new node to the flow   Click on "Action", and select the category of action you would like to perform. These categor...

0 min reading time
Updated July 1st, 2024 by Iqmal

Edit contact

This article will guide you on the methods for editing contact properties, adding labels to contacts, and bulk editing contacts.   Edit contact properties You can edit contacts through "Inbox" or the contact details page by following the guides below.    Edit through Inbox To edit a contact in "Inbox": Go to the conversation of the contact you wish ...

1 min reading time
Updated July 1st, 2024 by Iqmal

Delete contact

You can delete contacts individually or in bulk. When you delete any contact, their records are deleted permanently and cannot be restored. ⚠️ Please note that deleting a contact is a permanent action that cannot be undone. Proceed with care to safeguard any critical data you may have.     Delete individual contact  To delete an individual contact: ...

0 min reading time
Updated July 1st, 2024 by Iqmal

Edit broadcasts

You can only edit and make changes to broadcast campaigns that are in "Draft", "Scheduled", or "Paused" status. To edit a broadcast:  Click on the broadcast in the table on the "Broadcasts" main page to access its settings page   Make the desired edits to the selected broadcast in the settings page. For more information on how to configure broadcast...

0 min reading time
Updated July 9th, 2024 by Iqmal

Connecting your WhatsApp Business API account

🔒 The information in this section applies only to Admin account users   🔒 Pro or Premium subscription plan is required   🔒 If you already have a WhatsApp Business API account, learn how to migrate your WhatsApp Business API account to SleekFlow   Applying for a WhatsApp Business API account Unlike WhatsApp Business App and WhatsApp Personal App, Wha...

4 min reading time
Updated June 24th, 2024 by Iqmal

Managing your flows

You can view and manage all the flows created within your company in the “Flow Builder” module. This guide will provide you with an overview of how you can manage your flows.     Flow list overview The "Flow Builder" main page consists of the following: Turn on/off Flow Builder - You can turn Flow Builder on/off here Active flows limit - You will be...

1 min reading time
Updated June 24th, 2024 by Iqmal

Configuring "External integration" action nodes

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “External integration” action node so your flow can execute the appropriate tasks to achieve your desired outcome.   Send triggered message webhook ⚠️ The "Send trigger message webhoo...

5 min reading time
Updated June 24th, 2024 by Iqmal

Troubleshooting your flows

This article will outline how to use the flow log to troubleshoot your flows. The flow log enables you to have visibility into the execution status of each enrollment into a flow, allowing you to monitor the performance of your flows and troubleshoot any issues.   Flow logs To access the logs for a flow, go to the flow’s editor and click on the "Log...

1 min reading time
Updated July 5th, 2024 by Iqmal

Contact lists

You can add contacts into different lists in order to segment them. This allows you to better classify and target your contacts.  Accessing contact lists You can view contact lists from the side menu in the "Contacts" main page or by clicking "View all" in the side menu, where you will be directed to the "All lists" page. To search for a list, input...

1 min reading time
Updated July 5th, 2024 by Iqmal

Introduction to Contacts

Any person who interacts with your business can be saved as a contact in SleekFlow, such as a potential customer messaging you on WhatsApp, a person who clicks on your Facebook Lead Ad, or a visitor who signs up on your website. You can manage all of these contacts in the "Contacts" page in SleekFlow. In this article, we will outline how to navigate...

2 min reading time
Updated July 1st, 2024 by Iqmal

Tracking broadcast performance

This article will outline how to monitor the performance of your broadcast campaigns, so you can gain insights on areas for improvement or engagement optimization.    Viewing broadcast analytics To view the analytics of a published broadcast:  Click on it in the table on the "Broadcasts" main page to access its settings page   Click on the "History"...

1 min reading time
Updated July 5th, 2024 by Iqmal

Flow actions overview

Action nodes perform specific tasks within a flow. They represent the actions your flow will execute when triggered, enabling you to automate responses, update contact information, manage conversations, and integrate with external systems. In this article, a summary of all the different flow actions is provided so you can choose the right ones to me...

0 min reading time
Updated July 10th, 2024 by Iqmal

Configuring "Contacts" action nodes

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Contacts” action node so your flow can execute the appropriate tasks to achieve your desired outcome.   Update contact The "Update contact" action updates a contact's property with n...

2 min reading time
Updated June 24th, 2024 by Iqmal

Add trigger node to flow

Flow triggers are the foundation of any automated workflow, defining the event that initiates your flow.  To add a trigger node to your flow in "Flow Builder": Click on the "Start point" node in the flow canvas   Select the trigger event that will initiate the flow in the "Select trigger" modal...

0 min reading time
Updated June 24th, 2024 by Iqmal

Configuring "Interaction" trigger nodes

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up every “Interaction” trigger node so you can initiate your flows based on expected circumstances.   Incoming message received  The "Incoming message received" trigger activat...

2 min reading time
Updated June 24th, 2024 by Iqmal

Other flow nodes

This article provides an overview of the other nodes available in Flow Builder.   Node name Description Time delay Pause the flow for a set amount of time before continuing to progress the contact down the flow   Time delay nodes The time delay node can be used to pause a flow for a set amount of time before running the next node.   You can add a ti...

0 min reading time
Updated July 5th, 2024 by Iqmal

Configuring condition nodes

All condition nodes require setting up in a node form, where you specify the parameters for a condition. In this article, we will guide you on how to set up every condition node so you can filter enrollments based on your desired criteria.    Contact property The "Contact property" condition evaluates a specific contact property of an enrollment, su...

3 min reading time
Updated July 1st, 2024 by Iqmal

Create a broadcast campaign

ℹ️ The broadcast feature is only accessible to users in Admin or Team admin roles   SleekFlow's broadcast feature allows you to send a message simultaneously to a large group of recipients. Broadcasts can be used to efficiently distribute information, promotions, or announcements. You can easily set up and publish a broadcast campaign by following t...

3 min reading time
Updated July 5th, 2024 by Iqmal

Flow Builder fundamentals

This article will provide an overview of Flow Builder, a feature on SleekFlow that enables you to build automation workflows. We will outline the different components of Flow Builder and how to best use it to achieve your desired business needs.  What is a flow? A flow is the visual representation of an automation workflow on Flow Builder. It consis...

2 min reading time
Updated July 10th, 2024 by Iqmal

Pricing

Conversation-based pricing WhatsApp charges a fee per conversation, not per individual message. The rate being charged per conversation depends on the category of conversation. This article outlines what a conversation is, the different conversation categories and how they are opened, as well as certain cases where conversations are free of charge. ...

6 min reading time
Updated July 5th, 2024 by Iqmal

Manage conversations

In Inbox, you can carry out a variety of actions to manage your conversations effectively. This article will outline how to pin, snooze, close, and unread conversations. To access the conversation actions menu, hover on any conversation in the conversations list to the left of your inbox and click the icon. Pin conversation Highlight and prioritize ...

1 min reading time
Updated July 5th, 2024 by Iqmal

Managing your broadcasts

You can view and manage all broadcasts created within your company in the "Broadcasts" main page. This guide will provide you with an overview of how to manage your broadcasts on the main page.     Understanding the “Broadcasts” page On the "Broadcasts" main page, you will find the following: Create new broadcast button - The entry point to create a...

1 min reading time
Updated July 5th, 2024 by Iqmal

Configuring "Messaging" action nodes

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Messaging” action node so your flow can execute the appropriate tasks to achieve your desired outcome.   Send message ℹ️ "Flow Builder" currently supports WhatsApp Cloud API channels...

2 min reading time
Updated June 24th, 2024 by Iqmal

Add condition node to flow

Condition nodes evaluate enrollments based on set conditions, and determine the path they take in the flow depending on whether specified conditions are met. To add a condition node to your flow in “Flow Builder”: Add a new node to the flow   Click on "Condition", and select the condition you would like to add from the dropdown  ...

0 min reading time
Updated July 5th, 2024 by Iqmal

What is WhatApp Business API?

Introduction WhatsApp Business API, also known as WhatsApp Business Platform, is a two-way messaging tool dedicated to medium-to-large enterprises to engage with customers at scale. Unlike WhatsApp Business App and WhatsApp Personal App, WhatsApp Business API is not an app, but a programming language interface. Therefore, to use WhatsApp Business AP...

0 min reading time
Updated July 5th, 2024 by Iqmal

Flow triggers overview

Triggers are the foundation of any automated workflow, defining the event that initiates your flow and enabling you to automatically respond to specific actions. Flow Builder offers a diverse range of triggers to cater to various use cases, ensuring your flows respond to a range of customer interactions and events. In this article, a summary of all ...

0 min reading time
Updated June 24th, 2024 by Iqmal

Flow settings

This article outlines the settings made available for each flow and how to configure them for your business needs. To access a flow’s settings, click on the "Settings" tab at the top of the flow’s page.     On the settings page, you are able to configure the following: Flow name Re-enrollment settings     Once you are done configuring the flow setti...

1 min reading time
Updated July 5th, 2024 by Iqmal

Getting started on Flow Builder

ℹ️ Flow Builder is only accessible to users in Admin roles   This article will outline how to get started with "Flow Builder" and create your first flow. To access "Flow Builder", click the icon on the left navigation bar.     Activate/Deactivate Flow Builder To start using "Flow Builder", click "Turn on Flow Builder" in the banner at the top of the...

3 min reading time
Updated July 1st, 2024 by Iqmal

Configuring "Contact" trigger nodes

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up every “Contact” trigger node so you can initiate your flows based on expected circumstances.  New contact added This trigger activates when a new contact is added to your Sl...

2 min reading time
Updated July 5th, 2024 by Iqmal

Flow conditions overview

Condition nodes are the decision-making elements within your flow. They evaluate enrollments based on set conditions, and determine the path they take in the flow depending on whether specified conditions are met. This allows you to create dynamic and personalized experiences by tailoring your responses and actions based on various factors, includin...

0 min reading time
Updated July 5th, 2024 by Iqmal

Assigning conversations

You can manage your contacts and assign them to specific owners in Inbox. Outlined below are the various contact assignment methods available. Contact owner Each contact can be assigned a contact owner, who is responsible for managing all conversations with them. Contact owners have full visibility and control over their assigned contacts. Details o...

1 min reading time
Updated June 24th, 2024 by Iqmal

Adding and removing collaborators

Collaborators are team members that can assist in managing conversations associated with a contact. Like contact owners, collaborators will get notified and be able to reply to new messages. There is no limit to the number of collaborators you can assign to a contact. Add collaborator  To assign collaborators to a contact, follow the steps outlined ...

0 min reading time
Updated June 24th, 2024 by Iqmal

Configuring "Conversation control" action nodes

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Conversation control” action node so your flow can execute the appropriate tasks to achieve your desired outcome. Change conversation status The "Change conversation status" action c...

1 min reading time
Updated July 1st, 2024 by Iqmal

Broadcasts FAQ

Are there any limitations I should be aware of for broadcasts?  Configurations for broadcast campaigns may differ due to requirements and limitations imposed by the messaging channel you are using to send the broadcast. For example, WeChat, SMS, and Telegram do not have “Read” message delivery status and you won’t be able to view any “Read” analytic...

1 min reading time
Updated July 5th, 2024 by Iqmal

Configuring "Integration" trigger nodes

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up every “Integration” trigger node so you can initiate your flows based on expected circumstances.    Webhook received ⚠️ The "Webhook received" trigger will only be available...

3 min reading time
Updated July 1st, 2024 by Iqmal

Create contact

You can create new contacts from the "Contacts" main page, or import contacts through .CSV or .XLSX files. Manual contact creation To manually create a contact, you can: Go  to the "Contacts" main page   Click "Create new contact" in the upper right side of the screen   Fill in the information of the contact you would like to create   Click "Create"...

1 min reading time
Updated July 9th, 2024 by Iqmal

Migrating an existing WhatsApp Business API account to SleekFlow

🔒 The information in this section applies only to Admin account users   🔒This process only applies to users with an existing WhatsApp Business API account   You can migrate your existing WhatsApp Business API account from another Business Solution Partner to SleekFlow by following the guides outlined in this article.   What can be migrated?  The tab...

2 min reading time
Updated June 24th, 2024 by Iqmal

Locate conversations

Locating specific conversations might be challenging if you are dealing with a high volume of them. In this article, we will outline the different ways you can locate conversations. Search with keywords An effective way to search for a conversation is to use keywords. To locate conversations with specific keywords, simply input the keyword into the ...

1 min reading time
Updated July 1st, 2024 by Iqmal

Conversation permissions

This article will outline the different factors that determine which conversations each user can access. The following conditions determine which conversations users have access to, as well as what actions they are able to take within such conversations: User’s role Conversation’s assignment status Conversation's assignee  By role Staff Users with a...

1 min reading time
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