Learn How to Custom Fields & Automation Settings in Wapilot

Running a business on WhatsApp is no longer just about sending messages manually. In 2025, automation and personalization have become the key to customer engagement, lead generation, and sales growth. If you’re looking for a powerful, affordable, and easy-to-use platform to manage your WhatsApp marketing, Wapilot.io is the solution you need.

In this blog, we’ll cover how to set up Custom Fields and Automation settings in Wapilot, why they matter for your business, and how you can use Wapilot complete WhatsApp Business API features to scale faster.

What is Wapilot.io?

Wapilot.io is a leading WhatsApp Business API platform designed for businesses, agencies, and startups who want to automate customer communication, run campaigns, and increase conversions. Unlike other providers, Affordable WhatsApp Business API.

With Wapilot, you can:

• Create Custom Fields to personalize every message.
• Automate WhatsApp responses, broadcasts, and campaigns.
• Use a drag-and-drop Flow Builder for no-code automation.
• Manage Bulk Messaging & Catalog sharing in seconds.
• Access features like Team Inbox, Template Management, Analytics and CRM integration.

In short, Wapilot combines the power of automation, personalization, and affordability, making it one of the best WhatsApp Business API solutions in 2025.

 

Why Custom Fields in WhatsApp Automation are Important

Personalization is no longer optional—it’s essential. Customers want to feel recognized, not like they are receiving robotic, copy-paste texts. This is where Custom Fields come in.

With Custom Fields in Wapilot, you can:

• Add customer-specific data like Name, Email, City, Last Purchase, Order ID.
• Personalize messages such as “Hi John, your order #1245 is on the way.”
• Create segmented campaigns based on customer details.
• Track customer preferences and behavior for future targeting.

This personalization increases open rates, response rates and conversions, giving your WhatsApp marketing a strong competitive edge.

 

Step-by-Step Guide: How to Set Up Custom Fields in Wapilot

Here’s how you can create and use Custom Fields in Wapilot:

Step 1: Log in to Your Wapilot Dashboard

Go to Wapilot.io and log in using your registered account.

Step 2: Navigate to “Contacts” or “Customer Data” Section

Here you’ll find options to upload and manage customer data.

Step 3: Add Custom Fields

1. Click “Create Custom Field.”
2. Define the field name (e.g., First Name, Order ID, City).
3. Choose the field type (text, number, date, etc.).
4. Save it.

Step 4: Upload Customer Data

• Upload your CSV or Excel file with customer details.
• Map the columns with your created Custom Fields.

Step 5: Personalize Messages with Custom Fields

When creating a broadcast or automation message, use placeholders like {{First Name}} or {{City}}.

Example:

“Hi {{First Name}}, thank you for ordering from us! Your order {{Order ID}} will reach you soon in {{City}}.”

This simple customization dramatically improves customer engagement.

 

Setting Up Automation in Wapilot

Automation is where Wapilot truly shines. By combining Custom Fields with Automation, you can run entire customer journeys on autopilot.

Step 1: Go to Automation Settings

In your Wapilot dashboard, open the “Automation” or “Flow Builder” section.

Step 2: Use the Drag-and-Drop Flow Builder

• No coding required.
• Drag actions like Send Message, Collect Input and Trigger Response.
• Connect them into a complete workflow.

Step 3: Set Conditions with Custom Fields

Example:

• If City = Mumbai, send “Free delivery available in Mumbai.”
• If Last Purchase Date > 30 Days, send a re-engagement coupon.

Step 4: Schedule Campaigns

Use automation triggers like:

• Customer signs up.
• Order placed.
• Abandoned cart.
• Feedback request.

Step 5: Test & Launch

Preview your flow, test on a sample number, and launch. Wapilot will handle everything automatically.

 

Key Benefits of Using Custom Fields & Automation Together

• Personalized Campaigns – Every message feels tailor-made.
• Higher Engagement Rates – Customers respond faster when messages are relevant.
• Improved Sales Conversions – Personalized offers convert better.
• Reduced Manual Work – Automation saves time and reduces human errors.
• Scalable Growth – Run thousands of personalized campaigns without extra effort.

 

Other Powerful Features of Wapilot.io

Apart from Custom Fields and Automation, Wapilot offers Powerful Features.

• Bulk Messaging – Send unlimited promotional or transactional messages.
• Broadcast Campaign Builder – Create and run mass campaigns with ease.
• Catalog Sharing – Showcase your products directly on WhatsApp.
• Team Inbox – Manage customer queries with multiple agents.
• Template Approval & Management – Get quick access to pre-approved templates.
• Analytics Dashboard – Track open rates, delivery reports and campaign performance.
• CRM & Third-Party Integration – Sync Wapilot with your existing systems.

 

Wapilot.io with WhatsApp Business API: Custom Fields, Automation & Official Documentation Guide

For businesses looking to scale their customer communication, the WhatsApp Business API is the backbone of automation. With tools like Wapilot.io, you can unlock the full potential of the API by using custom fields, flow builder, and bulk messaging features to create personalized campaigns without coding. While Wapilot makes it simple and affordable for non-technical users, developers and enterprises can dive deeper into the technical aspects through the WhatsApp Business API official documentation. This documentation provides integration guidelines, compliance policies, and advanced use cases that, when combined with Wapilot no-code automation platform, ensure a professional, reliable, and future-ready WhatsApp marketing strategy.

Why Choose Wapilot.io for WhatsApp Automation?

If you’re tired of expensive WhatsApp API providers or limited free tools, Wapilot is your best bet. With affordable pricing, unlimited features and advanced automation, it ensures that your business not only saves money but also scales quickly.

👉 Start your free trial today at Wapilot.io and unlock the full power of Custom Fields, Automation and WhatsApp Business API.

 

FAQs about Custom Fields & Automation in Wapilot

Q1. What are Custom Fields in Wapilot?

Custom Fields are personalized data points (like name, city, email, or order ID) that you can use in WhatsApp messages to make them more relevant.

Q2. Can I automate personalized messages with Wapilot?

Yes, Wapilot lets you combine Custom Fields with automation workflows to send hyper-personalized messages automatically.

Q3. Do I need coding knowledge to use Wapilot automation?

Not at all. Wapilot’s drag-and-drop Flow Builder allows you to set up complete automations with zero coding.

Q4. How much does Wapilot cost?

Wapilot provides all premium features at just ₹500/month with no renewal price hike.

Q5. Can I use Wapilot for eCommerce businesses?

Absolutely. From abandoned cart recovery to order updates and catalog sharing, Wapilot is perfect for eCommerce, agencies, and service businesses.

 

Learn More: WhatsApp Business API Tools Onboarding: Step-by-Step Guide (2025) with WAPilot