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> Use this file to discover available pages before exploring further.
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# Create WhatsApp Flows

In this article, we'll show you how to build a WhatsApp Flow and share it with your contacts. 

### Table of Contents

[How to Build WhatsApp Flows](#3-how-to-build-whatsapp-flows)
* [Step 1: Create a New Flow](#6-step-1-create-a-new-flow)
* [Step 2: Configure Flow Settings](#6-step-2-configure-flow-settings)
* [Step 3: Customize Your Flow](#6-step-3-customize-your-flow)
* [Step 4: Add the JSON to Your Flow](#6-step-4-add-the-json-to-your-flow)
* [Step 5: Save and Publish Your Flow](#6-step-5-save-and-publish-your-flow)
[How to Share Your WhatsApp Flow with Your Contacts](#3-how-to-share-your-whatsapp-flow-with-your-contacts)
* [Send Your WhatsApp Flow Using Message Templates](#6-send-your-whatsapp-flow-using-message-templates)
* [Send WhatsApp Flows from Your Inbox](#6-send-whatsapp-flows-from-your-inbox)

Let's first look at how to build a WhatsApp Flow.

### How to Build WhatsApp Flows

Before you begin, make sure you’ve\*\* set up your WANotifier account\*\* and **connected your phone number to the WhatsApp Business API**. If you haven’t already done that, use the detailed guide below to complete the setup:

» [__Create a WANotifier account & set up your phone number with the WhatsApp API__](https://help.wanotifier.com/en/article/create-wanotifier-account-setup-phone-number-with-whatsapp-api-19fbt3f/)

Once your account is ready and your number is connected to the API, you’ll be redirected to your dashboard. Then, you can follow the steps below to create your first Flow:

###### Step 1: Create a New Flow

* Go to the **Content Library** in the left sidebar menu and select **Flows** from the dropdown.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/wanotifier-flows-menu_1wb2ck.png)

* On the Flows screen, click on the **Add New Flow** button in the top-right corner. This will redirect you to the **Create New Flow** page in WhatsApp Manager.

###### Step 2: Configure Flow Settings

On the Create Flow page:

* Enter a name for your Flow
* Select a category that matches the purpose of your Flow
* Choose a template type. You can choose the **With Endpoint** option if you want to exchange data with third-party APIs. For simpler forms that don’t need to pull or send data externally, choose the **Without Endpoint** option.
* Then, choose a pre-made template from the list. To start from scratch, select the **Default** one.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/create-a-flow-screen_1lct1xh.png)

* Now, click the **Create** button in the pop-up below. This will generate a default Flow that you can customize.

###### Step 3: Customize Your Flow

You can customize a Flow in two ways:

* **By directly editing the Flow JSON**: If you’re familiar with JSON, you can build your Flow by editing the code manually. Follow [__this official WhatsApp guide__](https://developers.facebook.com/docs/whatsapp/flows/reference/flowjson) to get documentation on how to build your Flow using JSON.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/flow-json-setup_jqr1c0.png)

* **By using the drag-and-drop builder**: If you prefer a visual interface, head to the[ __WhatsApp Flows Playground__](https://developers.facebook.com/docs/whatsapp/flows/playground/) page and create your Flow using the drag-and-drop builder. Once you’re done, click **Copy Flow JSON** at the top of the page to export your Flow.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/whatsapp-flow-drag-and-drop-bu_su6bxt.png)

\*\*Tip: \*\*You can build **multi-screen Flows to split longer forms into multiple steps. For example, you can build a Flow that shows a few fields on the first screen, follow up with additional questions on the next, and show a final confirmation screen before submission.** 

###### Step 4: Add the JSON to Your Flow

Go back to your Flow in WhatsApp Manager. Paste the copied JSON and click **Run** to load a preview. You’ll see a live preview of your Flow on the right.

###### Step 5: Save and Publish Your Flow

Once you’re satisfied with the Flow:

* Click **Save** in the top-right corner
* Then click **Publish**
* In the confirmation popup, click **Publish** again, then click **Done**

Your Flow is now live and ready to be sent to your users on WhatsApp.

### How to Share Your WhatsApp Flow with Your Contacts

Once your Flow is live, you can send it to your users in two ways:

* By attaching it to a **message template**
* By sending it manually from the **Inbox during a conversation**

Before you proceed, make sure the contacts you want to send this Flow to are already uploaded in your WANotifier account. If you haven’t added them yet, follow the detailed guide below to bulk import your contacts:

» [__Learn how to import your contacts in bulk__](https://help.wanotifier.com/en/article/bulk-import-contacts-via-csv-or-excel-file-oe6cdy/)

###### Send Your WhatsApp Flow Using Message Templates

* Click on \*\*Content Library \*\*in the left sidebar menu and select **Message Templates** from the dropdown.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/wanotifier-content-library-men_1r4fzcz.png)

* On the Message Templates screen, click on the **Add New Message Template** button in the top-right corner.
* On the Add a Template screen, set a template name and then select a template category. To send a WhatsApp Flow, you can choose between the following categories: a) **Marketing**: If you plan to send your Flow as part of a **promotional message** (e.g., announcing a new residential project, inviting users to a webinar, or asking users to “get quotes” for an insurance policy), select this category. b) **Utility**: If your Flow is being sent **in response to a user action or transaction** (e.g., feedback form after order delivery), select this category.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/wanotifier-select-flow-templat_15k9nj6.png)

* Next, select the \*\*Flow **option** **from the** \*\*Template Type dropdown. This will allow you to attach a WhatsApp Flow to your message and trigger it via a CTA button.
* Once you’ve finalized a template category and type, use [__this guide__](https://help.wanotifier.com/en/article/create-a-marketing-message-template-10dbt1x/) to set up a Marketing Message Template or [__this guide__](https://help.wanotifier.com/en/article/create-a-utility-message-template-1l9gag9/) to set up a Utility Message Template.
* Note that Flow Templates come with a **single call-to-action button** to trigger the Flow. You can’t add any more buttons to this template. You can, however, update the button’s label by editing the \*\*BUTTON TEXT \*\*field in the \*\*Call-to-Action **button** \*\*section.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/wanotifier-flow-template-cta_12r13kb.png)

* Once your template is ready, check the **Template** \*\*Preview \*\*section to see how it will appear to users. If everything looks good, click the \*\*Submit for Approval \*\*button in the **Actions** section.
Keep in mind that it could take anywhere between \*\*30 minutes to 48 hours \*\*for WhatsApp to approve your template (depending on the content). Once it’s approved, you’ll be able to send it to thousands of contacts at once using the **Notification** feature. 

To understand which type of notification you need and how to send it, read the following article:

» [__Learn more about Notifications__](https://help.wanotifier.com/en/article/notifications-overview-1d65yat/)

If you’re ready to create a Notification, use the guides below to get started:

» [__Learn how to create a Bulk Broadcast Notification__](https://help.wanotifier.com/en/article/create-marketing-broadcast-notifications-1hes042/)
» [__Learn how to create a Transactional / Integration / API Notification__](https://help.wanotifier.com/en/article/create-transactional-notification-10yukg0/)

\*\*Note: \*\*You can also send this Flow message template using a [__WhatsApp chatbot__](https://app.wanotifier.com/bots/?) or the [__Auto-Replies__](https://app.wanotifier.com/auto-replies/) feature.

If you’re using a chatbot, just add a **Send Message Template node** to your bot with the approved Flow template. When the bot’s conversation flow reaches this node, it will automatically send the Flow message template during the chat. You can refer to the guide below to set up a chatbot and its nodes.

» [__Learn how to set up a chatbot and its different nodes__](https://help.wanotifier.com/en/article/whatsapp-chatbot-components-glossary-w45zlh/)

You can also use **Auto-Replies** to **trigger Flows for specific keywords** and phrases like “Help” or “Get Quote.” All you have to do is link the Flow message template to a trigger word (or phrase), and the Flow will be sent automatically when that trigger is detected in a user message.

» [__Learn how to create and send auto-replies on WhatsApp__](https://help.wanotifier.com/en/article/auto-replies-setup-guide-5etsoo/)

###### Send WhatsApp Flows from Your Inbox

If you’re chatting with customers one-on-one and want to send a Flow during the conversation, you can do that by sending an Interactive message directly from your [__WhatsApp Inbox__](https://app.wanotifier.com/inbox/). Let’s see how that works:

* To get started, click on **Inbox** in the left sidebar menu to view all your conversations.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/wanotifier-inbox-menu_uwkxux.png)

* Next, select the Contact you want to send the Flow to from the **Conversations section**. This will open their chat window.
* Once you’re in the chat, click the ➕icon next to the input field at the bottom, and select Flow from the listed options.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/send-flow-from-inbox_kwxons.png)

* This will open a pop-up where you’ll see options to customize the message that will carry your Flow. You can customize the following: a) **Header Type**: You can choose between Text, Image, Video, or Document. If you choose Text, enter your header content in the field below;  b) **Body Text**: After the header, enter the message your recipient will see in the BODY CONTENT field; c) **Footer Text (Optional)**: You can also add a short footer, if needed.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/d/6/66d63a5129ae5000/inbox-flow-pop-up_8se0e0.png)

* Then, from the **SELECT FLOW** dropdown, choose the Flow you want to send.
* Next, choose the **FLOW SCREEN** you want the user to see first when they open the Flow. In most cases, you’ll want to select the first screen of the Flow. However, if your Flow has multiple screens, and you want the user to skip the first one and start directly from the second or third one, you can select that screen here.
* In the **BUTTON TEXT** field, enter the label that will appear on the call-to-action button.
* Once everything looks good, click **Send** to deliver the Flow directly in the chat.

And that’s it! You can now send Flows during active conversations to collect feedback, register support requests, and qualify leads, without disrupting the chat or sending users to an external app or website.

Next, let’s see how to [__manage and export responses from your WhatsApp Flows__](https://help.wanotifier.com/en/article/manage-export-whatsapp-flow-responses-3ji17x/).