Create Approved WhatsApp Flows Template

WhatsApp Flows template allows you to send a message to start a conversation with a customer, where the customer can click a button that will open a WhatsApp flow so a customer can complete a form.

Prerequisites

Before creating a WhatsApp Flows template a published WhatsApp flow needs to be created in the WhatsApp business manager

1. To create a WhatsApp Flow see Create a WhatsApp Flow

2. Once you have published your WhatsApp Flow take a note of the flow id

How to create an approved WhatsApp Flows template

Step one: Set up up your message project

1. Go to Content > Message templates.

2. Click Create new message project.

3. Under 'Platform', select WhatsApp.

4. Under 'Interaction', select WhatsApp approved.

5. Under 'WhatsApp Business account', select the account you want to use.

6. Under category, select Marketing.

7. Under 'Message type', select Flow.

8. Give your message project a recognizable name.

9. Give your message template a unique name. This name will be used when we submit your message template to WhatsApp for approval.

10. Use the 'Default locale' dropdown to select the default language for your template.

11. Click Get started now.

Step two: Design and publish your template

Configure the header

• Text: Enter the desired text. Example: "Welcome to the WhatsApp Store!" OR

• Image, Video, or None: Select if you prefer a media file or no header.

Set up the body text

• Enter the Body Text in the designated field. This text will be the main content of your message.

  • Example: "Hi there! We'd love to hear your feedback on your recent purchase. Please take a moment to complete this quick survey."

Add footer text

• Enter the Footer Text in the footer section. This is optional but can be useful for additional information.

  • Example: "Your opinion matters to us."

Define the flow action

1. The flow action defines what flow will be presented when the user clicks on the flow action button

2. Fill in the following fields

   • Flow ID: The unique identifier for the flow created earlier.

   • Flow Button Label: Text that will appear on the action button. Example: "Give feedback"

   • Flow Token: This can be set as a variable to provide a unique tracking id to each flow run.

   • Flow Action: Choose between "Data Exchange" or "Navigate" depending on the required action. When selecting "Data Exchange"

     • Ensure you have set up an endpoint for your WhatsApp Flow. See how to setup a WhatsApp flow endpoint trigger
   • When selecting "Navigate"

     • Flow Starting Screen: Define the starting screen for the flow. Example: "SURVEY"

     • Flow Payload (JSON): Add any additional data in JSON format. If you are providing no starting data just enter {}

       Example:

       {
         "name": "John Smith"
       }

Publish the template

You can now publish the template