How to use WhatsApp Flows

WhatsApp Flows are structured messages that collect subscriber data. You can add a template with buttons that open your forms right in WhatsApp. Your subscribers will be able to fill out and send these forms, and you can use these data points in future messages.

In this article, we will talk about how to create a template in Meta and add it to your chatbot.

Create a template

Only users who have connected their number to the WhatsApp Business API and verified their business can create templates and campaigns.

To create a form template, go to WhatsApp Manager, and click Create a template.

Select Marketing > Form, enter a template name, and choose a language

Enter your message template text in the Body section. In the Button section, select a form template type that will open on click or a custom form. Click Create.

Afterward, you will see the form editor, where you can add fields to your form.

On the left of the modal window, you can add screens (steps or pages) of your form.

In the center, add fields and enter hints. Click Add content, and select fields and form content:

Text A text block where you can add headings and questions. Select a type: Large Heading, Small Heading, Caption, or Body.
Text Answer Text fields where subscribers can enter their data. You can select your field size and enter a hint.
Media Text fields where subscribers can enter their data. Select a type: Short Answer, Paragraph, or Date picker.
Selection Fields where subscribers can select one option from the list. Select a type: Single choice, Multiply choice, Checkbox, Dropdown, or Opt-in.

You can also edit the button text added to every page of your form.

In the left panel, you can see your form's appearance.

Save the template, and then it will be moderated.

Once your template is approved, you will be able to use it in your SendPulse-powered chatbot.

Add the template to your flow

Go to your WhatsApp chatbot in your SendPulse account. Create a new flow, or click Edit flow in an existing one.

Add the Message element, and select the Template type. Find a template by its name in the dropdown list.

The form is dynamic, and you can transfer form data via JSONPath {{$['screen_0_firstName_0']}} in the Message or Action — Set variable elements.

You can also view all input data as JSON using {{$}}.

Additional features

You can use form buttons in flows and bulk campaigns or send a message via chat or API.

Read also: Using templates.

To get your template data structure for the API, go to the Templates tab, and click Copy the code next to the template.

Find out more in the WhatsApp documentation.

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