Building a Lead Generation Flow (Interactive Portal)

This guide walks you through the steps of creating a Rich Media Lead Generation Mini App. Instead of a simple list of questions, we will build an Interactive Portal with a main menu, images, and navigation links.

1. Create a New Mini App

Start by defining the purpose of your app.

Start by defining the purpose of your app.

  1. Navigate to Sales Channel > WhatsApp and select the Mini Apps tab.

Navigate to Sales Channel > WhatsApp and select the Mini Apps tab.

  1. Click the + New Mini App button.

Click the + New Mini App button.

  1. In the popup window, configure the basics:

  • Name: Enter a unique name (e.g., “Agent Partnership”).

  • Categories: Select Lead Generation.

  1. Click Create.

2. Add Screens (Setup Structure)

We need a structure that feels like an app, so we will create 3 screens first.

  1. Find your new app in the list, click •••, and select Edit.

  2. Create these 3 screens using +Add New Screen:

  • home_menu (The visual start page)

  • registration_form (The data collection page)

  • success_page (The confirmation page)

3. Build Screen 1: The Visual Menu (home_menu)

A. Add Branding (Image Block)

  1. Select home_menu.

  2. Click + Add Block and choose Image.

  3. Upload Image: Upload your company logo or a banner.

  4. Alt Text: Enter a description (e.g., “Company Logo”). provided.

B. Add Navigation (Navigation List)

Instead of a dropdown, use a Navigation List to create a clickable menu.Next, let the customer choose when they want the service.

  1. Click + Add Block and choose Navigation List.

  2. Label: Enter “Choose an option”.

  3. Click + Add Item.

  • Title: “Register as New Agent”.

  • Click Action: Select Navigate to Screen.

  • Navigate to Screen: Select registration_form.

  • Click Add.

4. Build Screen 2: The Registration Form (registration_form)

This is the core of your app. We will use Subheadings to organize the data and Dropdowns for specific business questions.

A. Business Information

  1. Add Structure:

  • Add a Heading block: “Agent Application”.

  • Add a Subheading block: “Business Information”.

  1. Add Business Name:

  • Add a Text Input block.

  • Label: “Business Name”.

  • Data Field: Select Name.

  1. Add Business Category (Dropdown):

  • Add a Dropdown block.

  • Label: “Business Category”.

  • Data Field: Select Note.

  • Add Options: Click + Add Item and manually add items like “Hotel”, “Retail Laundry”, or “Spa”.

B. Contact Details & Consent

  1. Add Email:

  • Add a Text Input block.

  • Label: “Email Address”.

  • Data Field: Select Email (Ensure you select the Email field so it saves correctly to the profile).

  1. Add Consent (Checkbox):

  • Add a Checkbox block.

  • Label: “I agree to the Terms & Conditions”.

  • Required: Toggle ON.

  • Read more action: Select Navigate to Screen (if you have a separate Terms page).

C. Configure Footer

  1. Footer Action Type: Select Navigate to Screen.

  2. Navigate to Screen: Select success_page.

  3. Action Label: Enter “Submit Application”.

5. Build Screen 3: Success & Loop (success_page)

Let’s add a “Back” button so users don’t get stuck.

  1. Add Message:

  • Add a Heading block: “Application Received”.

  • Add a Body block: “Thank you for registering.”

  1. Add Return Link (Embedded Link):

  • Click + Add Block and choose Embedded Link.

  • Link Text: “Back to Main Menu”.

  • Action Type: Select Navigate to Screen.

  • Navigate to Screen: Select home_menu.

6. Publish

6. Publish

  1. Click the Publish button at the top left of the editor.

  2. Your Mini App is now live and ready for use in Interactive Messages.

[Go to Interactive Messages Settings]