--- url: >- https://docs.corbitaltech.dev/products/whatsapp-flows-for-whatsmark-saas/whatsapp-flows.md description: >- Create, sync, and manage WhatsApp Flows to collect structured data from customers through interactive forms directly in WhatsApp. --- # Managing WhatsApp Flows **WhatsApp Flows** lets you create interactive forms that customers can fill out directly inside WhatsApp. Use flows to capture leads, collect feedback, book appointments, register users for events, and more — all without leaving the chat. Flows can be created from scratch using the built-in **Flow Builder**, generated from pre-built **Templates**, or synced directly from your **Meta Business account**. \[\[toc]] ## Accessing WhatsApp Flows Navigate to **WhatsApp Flows > WhatsApp Flows** from the sidebar menu. ![WhatsApp Flows List](./images/flows-list.png) ## Flows List Overview The flows list page displays all your WhatsApp Flows with the following details: | Column | Description | | -------------- | --------------------------------------------------------------- | | **Flow Name** | Name of the flow | | **Status** | Current status — `DRAFT`, `PUBLISHED`, or `DEPRECATED` | | **Categories** | Flow category such as Lead Generation, Sign In, Survey, etc. | | **Submissions**| Total number of form submissions received | | **Active** | Toggle to enable or disable the flow | | **Created At** | When the flow was created | | **Actions** | Available actions for the flow | The top-right corner shows your **remaining flow quota** (e.g., 36 / 50 Remaining) based on your subscription plan. ### Filters and Search * Use the **Filters** dropdown to filter flows by status, category, or other criteria * Switch between **Columns** and **Compact** view modes * Use the **Search** bar to quickly find flows by name ## Creating Flows There are three ways to create a new WhatsApp Flow: ### 1. Sync from Meta Click the **Sync from Meta** button to import flows that already exist in your Meta Business account. This is useful if you've created flows directly through the Meta Business Suite or WhatsApp Manager. ### 2. Create from Template Click **Create from Template** to open the template gallery. ![Create from Template](./images/create-from-template.png) Available templates include: | Template | Category | Fields | Description | | ----------------------- | ---------------- | ------ | -------------------------------------------------------------- | | **Lead Capture Form** | Lead Generation | 7 | Collect essential information from potential leads | | **Customer Feedback** | Survey | 4 | Collect customer satisfaction ratings and feedback comments | | **Event Registration** | Sign Up | 6 | Register attendees with dietary preferences and requirements | | **Support Ticket** | Customer Support | 4 | Collect support requests with issue details and priority levels| | **NPS Survey** | Survey | 3 | Net Promoter Score survey to measure customer loyalty | | **Job Application** | Sign Up | 6 | Collect job applications with candidate information | | **Appointment Request** | Appointment | 6 | Schedule appointments with service selection and date/time | | **Product Inquiry** | Other | 6 | Collect product interest and customer inquiries | You can optionally provide a **Flow Name** before creating. If left empty, the template name will be used. ### 3. Create Custom Flow Click **Create Custom Flow** to open the **Flow Builder** and design your flow from scratch. ## Flow Builder The Flow Builder provides a drag-and-drop interface to design your flow screens and fields. ![Flow Builder Empty](./images/flow-builder-empty.png) ### Flow Settings At the top of the builder, configure: * **Flow Name** — Enter a name for your flow (required) * **Category** — Select a category from the dropdown (e.g., Lead Generation, Survey, Sign Up) * **Components** — Shows the total number of form components added ### Screen Management Flows can have **multiple screens**. Each screen represents a page in the form that users will see. * Click the **+** button to add a new screen * Click on a screen tab to switch between screens * Click the **x** on a screen tab to remove it ### Available Field Types Drag fields from the left sidebar onto the form canvas: **Input Fields:** | Field | Description | | -------------- | ---------------------------------------- | | Text Input | Single-line text field | | Text Area | Multi-line text field | | Date Picker | Date selection field | **Choice Fields:** | Field | Description | | -------------- | ---------------------------------------- | | Dropdown | Select from a list of options | | Radio Buttons | Single selection from visible options | | Checkboxes | Multiple selection from visible options | **Other:** | Field | Description | | -------------- | ---------------------------------------- | | Opt-in | Consent/agreement checkbox | ### Configuring Fields Click on any field in the canvas to open the **Properties** panel on the right side. ![Flow Builder with Components](./images/flow-builder-components.png) Each field has configurable properties: * **Label** — Display name shown to the user * **Field Name** — Internal identifier used as the key in submitted data * **Required** — Toggle whether the user must fill this field * **Options** — For choice fields (Dropdown, Radio Buttons, Checkboxes), add or remove options ### Builder Actions * **Fullscreen** — Expand the builder to full screen for more workspace * **Cancel** — Discard changes and go back * **Create Flow** — Save and create the flow ## Flow Actions Each flow in the list has an actions menu (three-dot icon) with the following options: ![Flow Actions](./images/flows-list-actions.png) | Action | Description | | ----------------- | -------------------------------------------------------------------- | | **Edit** | Open the flow in the Flow Builder to modify screens and fields | | **Submissions** | View all form submissions received for this flow | | **Field Mappings**| Configure how flow fields map to your CRM contact fields | | **Automations** | Set up automated actions triggered by form submissions | | **Preview** | Preview how the flow will appear on a WhatsApp device | | **Publish** | Publish a draft flow to make it available for sending | | **Clone** | Create a duplicate copy of the flow | | **Delete** | Permanently delete the flow | ::: warning Once a flow is **Published**, it cannot be edited. Make sure your flow is configured correctly before publishing. You can always **Clone** a published flow to create a new editable version. ::: ## Preview The **Preview** feature shows how your flow will render on a WhatsApp device. This allows you to test the form layout and user experience before publishing. ![Flow Preview](./images/flow-preview.png) The preview displays the flow as it would appear in WhatsApp, including all screens, field labels, and navigation elements. ## Sending Flows Once a flow is published, it can be sent to customers through: * **WhatsApp Campaign** — Include flows in your campaign messages * **Live Chat** — Initiate a flow during a chat conversation * **Template Bots** — Trigger flows automatically through template bot responses * **Bot Flow Builder** — Integrate flows into your automated bot workflows *** **Next:** Learn how to manage [Submissions](./submissions), configure [Field Mappings](./field-mappings), and set up [Automations](./automations).