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How To Create Flow Template In Meta ​

WhatsApp Flows allow businesses to create interactive experiences within WhatsApp, enabling customers to complete actions such as booking appointments, filling out forms, or making purchasesβ€”without leaving the app. Flow templates serve as reusable structured message flows that can be sent using Meta’s WhatsApp Cloud API.

Requirements ​

Before creating a flow template, ensure you have the following:

  • A Verified WhatsApp Business Account: Your business must be registered on Meta Business Manager and linked to a phone number.
  • WhatsApp Business API Access: Your business should have access to the WhatsApp Cloud API.
  • Approved Message Templates: Flows are often triggered via WhatsApp message templates, which must be created and approved by Meta.

Creating a Flow Using the Flows Builder ​

  • The Flows Builder is a no-code interface within WhatsApp Manager that allows businesses to design interactive workflows.

Create a Flow in Meta’s Flows Builder ​

Step 1: Access the Flows Builder ​

  • Log in to Meta Business Manager.
  • Go to WhatsApp Manager under Account Tools.
  • Select Flows from the left-hand menu.
  • Click on Create Flow to start designing.

Step 2: Designing the Flow Structure ​

  • Add Screens: Each screen represents a step in the user’s interaction (e.g., input form, confirmation page, or selection screen).
  • Use Components:
    • Buttons: Add quick reply buttons for user input.
    • Forms: Collect information such as name, email, or order details.
    • Lists & Carousels: Display multiple options for selection.
  • Configure Actions: Set up backend integrations or API calls to process user input and return responses.

Step 3: Save & Publish the Flow ​

  • Review the flow’s structure and test it using the preview feature.
  • Click Save & Publish to make the flow available for use.

Connecting the Flow to a Message Template ​

  • After designing a flow, it can be linked to a WhatsApp message template, which serves as the entry point for the user.

Step 1: Create a Message Template ​

  • Go to WhatsApp Manager > Message Templates.
  • Click Create Message Template and select the appropriate category (Transactional, Marketing, or Utility).
  • Add text content, variables, and interactive buttons to trigger the flow.
  • Submit the template for Meta’s approval.
  • In the Flows section, choose the published flow.
  • Select the Trigger via Message Template option.
  • Choose an approved message template that will initiate the flow when sent to users.

Deploying and Sending the Flow ​

  • Once the flow is linked to a message template, it can be sent to users through the WhatsApp Business Cloud API or WhatsApp Manager.

API Request to Send a Flow Template ​

  • You can use the following API request format to send the message template with the flow:
json
{
  "messaging_product": "whatsapp",
  "recipient_type": "individual",
  "to": "USER_PHONE_NUMBER",
  "type": "template",
  "template": {
    "name": "FLOW_TEMPLATE_NAME",
    "language": {
      "code": "en_US"
    },
    "components": [
      {
        "type": "button",
        "sub_type": "flow",
        "index": "0",
        "parameters": [
          {
            "type": "flow",
            "flow_id": "YOUR_FLOW_ID"
          }
        ]
      }
    ]
  }
}

Alternative: Sending Flows via WhatsApp Manager ​

  • Navigate to WhatsApp Manager > Conversations.
  • Select a user and send the flow-linked message template manually.

Testing and Monitoring ​

  • Test the flow internally before launching it to customers.
  • Monitor user interactions via the Meta Business Manager dashboard.
  • Use webhooks to receive real-time updates on user responses.

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