Template Flow Builder (WhatsApp)

The Template Flow Builder is where you create WhatsApp templates, connect templates together, and attach WhatsApp Flows built from forms. This is the core setup used for broadcasts and automated replies.

Overview links: Documentation Home · Settings Overview

Where to Find This

• Open Templates from the sidebar.
• Click Create Template to open the builder.

Settings Quick Map

• Settings → Platforms: connect your WhatsApp account.
• Settings → Templates: manage templates and approvals.
• Settings Overview

Before You Start

• Connect a WhatsApp Business account in Settings → Platforms.
• Make sure you are using a WhatsApp account that supports templates.
• If you want a Flow button, publish a WhatsApp Flow from a Form first.

Quick WABA Primer (Beginner Friendly)

• You can only send WhatsApp templates from a connected WhatsApp Business account.
• Templates may show Pending, Approved, or Rejected based on Meta review.
• If a template is not approved, it cannot be used in broadcasts or workflows.

Step 1: Open Templates

1. Go to Templates from the sidebar.
2. Click Create Template.

Step 2: Choose Basic Settings

• Event: pick a relevant event or choose Other.
• Category: Marketing, Utility, or Authentication.
• Platform: select the WhatsApp account.
• Build Mode: SIA‑assisted or Manual (based on availability).

Step 3: Build the Template Content

• Add components like Header, Body, Footer, and Buttons.
• Use variables like {{1}} in the body if you need personalization.
• Preview the message to confirm layout and button order.

Step 4: Add Buttons

• Choose button types based on your template type.
• Quick Reply buttons are best for simple user choices.
• URL/Phone buttons open external links or call a number.

Step 5: Add a Flow Button (Optional)

A Flow button opens a WhatsApp Flow built from a form.

• Set template type to Interactive and interactive type to Flow.
• Pick the Form (Campaign) from the dropdown.
• Set the Flow Button Text.

Step 6: Connect Templates (Optional)

You can connect templates so a button in one template triggers another template. This creates a multi‑step flow.

• Select a button and set its action to connect to another template.
• Choose an existing template or create a new one.
• Save the flow so all templates are created in the correct order.

Step 7: Save & Submit

• Save your template or flow.
• Submit for approval if required.
• Once approved, use it in broadcasts or workflows.

Common Validation Errors

• Form is required for flow templates: select a Form (Campaign).
• Flow button text is required: add button text for the Flow CTA.
• Standard templates with a flow button can only have one button: remove extra buttons.
• Invalid interactive type: choose a type supported by the selected platform.

How This Connects to Contacts

• Templates with variables require contact data when sending.
• For broadcasts, map each variable to a contact field or a static value.
• If you use CSV, add numbered columns that match your variables.

Where This Is Used

• Broadcasts: send a template to many contacts.
• Agents: trigger a template reply automatically.
• Inbox: use templates in conversations.

Next Steps

• Personalization & Variables
• Broadcasts Overview
• WhatsApp Flow Forms
• Creating Forms