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ConvoBox · Templates & WhatsApp Flows

WhatsApp templates and Flows builder

Write marketing, utility, carousel and Flow templates, submit them to Meta for approval, and build native WhatsApp forms with date pickers and dropdowns that customers fill without leaving the chat.

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  • Marketing and utility
  • Carousel templates
  • Native WhatsApp forms
9:41
‹CarePlus ClinicBusiness account

Hi Lakshmi 👋 Book your next consultation in under a minute.

10:00
Book appointment
+
Book appointment
Confirm booking

Managed by the business. Learn more

Tap a button
Template approvedbook_appointment_flow

What is a WhatsApp template?

A WhatsApp message template is a pre-approved message format that businesses must use to start a conversation or message a customer after 24 hours of silence.

  • Meta reviews each template.
  • A WhatsApp Flow is a multi-screen form (text fields, dropdowns, date pickers) that opens inside WhatsApp; ConvoBox lets you build both.
  • Templates come in three categories: marketing for offers and launches, utility for updates about an existing order or booking, and authentication for one-time passcodes.
Read the full explanation

Meta prices each delivered template by its category and the recipient's country. A template can have a text, image, video or document header, a body with personalised variables, a footer and buttons, and ConvoBox also supports carousel templates with up to ten product cards. Flows replace website forms for lead capture, appointment booking, sign-ups and feedback, because the customer fills them in without leaving the chat. ConvoBox shows the approval status of every template you submit.

The parts of a WhatsApp template

Every template Meta approves is built from the same five parts. ConvoBox gives you an editor for each.

9:41
‹Bloom StudioBusiness account

Hi Divya 🪔 Our Diwali Sale is live! Flat 30% off sarees and kurtas, this weekend only.

Reply STOP to unsubscribe19:00
Shop the saleStop promotions
+
Tap a button
  1. 1HeaderOptional. Text, image, video or document at the top of the message.
  2. 2BodyThe main text. Required, up to 1,024 characters, with formatting and emoji.
  3. 3VariablesPlaceholders like {{1}} that fill in a name, order ID or coupon for each contact.
  4. 4FooterOptional small grey text, often used for an opt-out line.
  5. 5ButtonsQuick replies, a website link, a phone call, copy code or a Flow button.

Template types, side by side

Pick the type by what the message has to do.

9:41
‹Bloom StudioBusiness account

Hi Divya 🪔 Our Diwali Sale is live! Flat 30% off this weekend only.

Reply STOP to unsubscribe19:00
Shop the sale
+
Tap a button
9:41
‹Sri Ganesh TradersBusiness account
Invoice_INV-4471.pdfPDF · 1 page

Hi Arjun, invoice INV-4471 for ₹12,500 is due on 15 Nov.

10:00
Pay now
+
Tap a button
9:41
‹Bloom StudioBusiness account

This week's top picks 👇

11:00
Floral midi

₹2,499

View
Sneakers

₹3,999

View
Linen shirt

₹1,850

View
+
Tap a button
9:41
‹Nook InteriorsBusiness account

Get a free design quote in 30 seconds.

14:00
Get a quote
+
Free design quote
Send

Managed by the business. Learn more

Tap a button

From draft to approved template

What happens after you press Submit in ConvoBox.

  1. You

    Write

    Choose a category and build the message.

  2. ConvoBox

    Submit

    Sent to Meta for review from ConvoBox.

  3. Meta

    Review

    Usually minutes to a few hours.

  4. Status

    Approved

    Shown in your template list.

  5. Use

    Send

    Broadcasts, workflows, Shopify, inbox.

Template types and Flow features

Every WhatsApp template category Meta supports, plus Flows.

  • Marketing templates

    Offers, launches and newsletters with images, video and buttons.

  • Utility templates

    Order updates, reminders, OTP-style alerts and account notices.

  • Carousel templates

    Up to ten swipeable cards, each with its own image and buttons.

  • Flow templates

    Templates that open a WhatsApp Flow form.

  • Variables

    Personalise with name, order ID, amount, date or any field.

  • Buttons

    Quick reply, visit website, call, copy code and Flow buttons.

  • Submit to Meta

    Submit from ConvoBox and see approval status in one list.

  • Flow fields

    Text, dropdown, radio, checkbox, date picker and more.

  • Flow responses

    Answers saved to the contact and sent to webhooks or Sheets.

Watch a WhatsApp Flow book an appointment

A clinic sends a Flow template. The patient picks a service, date and slot inside WhatsApp, and the booking lands in ConvoBox.

WhatsApp Flow · Appointment booking
  1. TemplateFlow template sentBook appointment button
  2. Flow screen 1Select a serviceDropdown of consultations
  3. Flow screen 2Pick a date and timeNative date picker
  4. ResultBooking saved to the contactReminder scheduled automatically
CarePlus Clinic Official business account
Today

Hi Lakshmi 👋 Book your next consultation in under a minute.

10:00
Book appointment

Service: General physician · 15 min

10:01 ✓✓

Date: Tue, 12 Nov · 11:00 AM

10:01 ✓✓

Booked ✅ Dr. Anand, Tue 12 Nov at 11:00 AM. We will remind you 2 hours before.

10:01
Message

Template and Flow examples

Pick the type by what the message has to do.

Marketing

Launch offer

New monsoon collection is here, Divya! 20% off for the first 48 hours.

Shop now

Result: Sent as a broadcast to a segment.

Utility

Payment reminder

Your invoice #INV-4471 of ₹12,500 is due on 15 Nov.

Pay now

Result: Lower utility rate than marketing messages.

Carousel

Product cards

Swipe through this week's top 5 picks for you →

View product

Result: Several products in one message.

Flow

Lead capture form

Get a free quote: tell us your city, budget and timeline.

Get a quote

Result: Higher completion than an external web form.

Flow

Feedback survey

Rate your visit in 30 seconds.

Give feedback

Result: Structured answers in your dashboard.

Flow

Demo booking

Choose a demo type and a time that suits you.

Book a demo

Result: Bookings without a calendar link.

Why Flows and good templates matter

  • 3×

    Form completion

    ConvoBox customers see about three times the completion of web forms.

  • 0

    Website redirects

    Customers fill the Flow without leaving WhatsApp.

  • 4

    Template types

    Marketing, utility, carousel and Flow, in one manager.

  • 1 list

    Approval tracking

    Approved, in review and rejected at a glance.

Template and Flow questions

Short, direct answers. Still unsure? Message the team on WhatsApp.

What is a WhatsApp message template?

A template is a message format approved by Meta. Businesses use templates to start conversations or to message customers more than 24 hours after their last reply.

What is the difference between marketing and utility templates?

Marketing templates promote offers and products. Utility templates relate to a transaction the customer started, such as an order update or payment reminder, and are charged at a lower rate by Meta.

What is a carousel template?

A carousel template sends up to ten horizontally scrolling cards in one message, each with an image or video, text and buttons. It suits product showcases.

What are WhatsApp Flows?

WhatsApp Flows are native forms inside WhatsApp with screens, text fields, dropdowns and date pickers. They are used for bookings, lead capture, surveys and sign-ups.

How long does template approval take?

Meta usually reviews templates within minutes to a few hours. ConvoBox shows the status of every template you submit.

Why was my template rejected?

Common reasons are a missing or unclear variable sample, promotional wording in a utility template, or content that breaks WhatsApp's commerce policy. Edit the template in ConvoBox and submit it again.

Can I use templates inside chatbots and Shopify automations?

Yes. Any approved template can be used in broadcasts, workflow template nodes, Shopify automations and from the team inbox.

Works together with the rest of ConvoBox

  Get started today

Create your first approved WhatsApp template

Connect your number to the official WhatsApp Business API and launch your first broadcast, chatbot or Shopify automation the same day.

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  • No credit card
  • Official Meta Tech Partner
  • Hand-held onboarding
Start your free trialSign up and connect your WhatsApp number Book a live demoSee ConvoBox set up for your business Chat with the teamAsk anything on WhatsApp before you sign up Install the Shopify appOrder updates, COD and cart recovery
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