---
title: "WhatsApp Templates & Flows Builder | ConvoBox"
description: "Create marketing, utility, carousel and Flow templates and submit them to Meta. Build WhatsApp Flows: native in-chat forms for bookings, leads and feedback."
url: https://www.convobox.in/whatsapp-templates-flows/
publisher: ConvoBox Inc
---

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.

## 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

## The parts of a WhatsApp template

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

1. 1**Header**Optional. Text, image, video or document at the top of the message.
2. 2**Body**The main text. Required, up to 1,024 characters, with formatting and emoji.
3. 3**Variables**Placeholders like {{1}} that fill in a name, order ID or coupon for each contact.
4. 4**Footer**Optional small grey text, often used for an opt-out line.
5. 5**Buttons**Quick 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.

## From draft to approved template

What happens after you press Submit in ConvoBox.

1. YouWriteChoose a category and build the message.
2. ConvoBoxSubmitSent to Meta for review from ConvoBox.
3. MetaReviewUsually minutes to a few hours.
4. StatusApprovedShown in your template list.
5. UseSendBroadcasts, workflows, Shopify, inbox.

## Template types and Flow features

Every WhatsApp template category Meta supports, plus Flows.

- Marketing templatesOffers, launches and newsletters with images, video and buttons.
- Utility templatesOrder updates, reminders, OTP-style alerts and account notices.
- Carousel templatesUp to ten swipeable cards, each with its own image and buttons.
- Flow templatesTemplates that open a WhatsApp Flow form.
- VariablesPersonalise with name, order ID, amount, date or any field.
- ButtonsQuick reply, visit website, call, copy code and Flow buttons.
- Submit to MetaSubmit from ConvoBox and see approval status in one list.
- Flow fieldsText, dropdown, radio, checkbox, date picker and more.
- Flow responsesAnswers 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.

## 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.

**Result:** Sent as a broadcast to a segment.

Utility

### Payment reminder

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

**Result:** Lower utility rate than marketing messages.

Carousel

### Product cards

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

**Result:** Several products in one message.

Flow

### Lead capture form

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

**Result:** Higher completion than an external web form.

Flow

### Feedback survey

Rate your visit in 30 seconds.

**Result:** Structured answers in your dashboard.

Flow

### Demo booking

Choose a demo type and a time that suits you.

**Result:** Bookings without a calendar link.

## Why Flows and good templates matter

- **3×**Form completionConvoBox customers see about three times the completion of web forms.
- **0**Website redirectsCustomers fill the Flow without leaving WhatsApp.
- **4**Template typesMarketing, utility, carousel and Flow, in one manager.
- **1 list**Approval trackingApproved, in review and rejected at a glance.

## Template and Flow questions

Short, direct answers. Still unsure? [Message the team on WhatsApp](https://wa.me/917338519445?text=Hi%20ConvoBox%20team%2C%20I%27d%20like%20to%20know%20more%20about%20ConvoBox.).

### 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

- [**WhatsApp Broadcast**Send approved templates to thousands, schedule them and retry failed numbers.](https://www.convobox.in/whatsapp-broadcast/)
- [**Chatbot & Workflow Builder**Trigger-based chatbots with conditions, delays, buttons, lists and forms.](https://www.convobox.in/whatsapp-chatbot-workflow/)
- [**WhatsApp CRM**Pipelines, deals, tickets, tasks and owners built on every chat.](https://www.convobox.in/whatsapp-crm/)
- [**Shared Team Inbox**One WhatsApp number for the whole team, with assignment and notes.](https://www.convobox.in/team-inbox/)
- [**WhatsApp Commerce**Catalog, orders, payments and delivery tracking inside the chat.](https://www.convobox.in/whatsapp-ecommerce/)
- [**Shopify WhatsApp App**Order updates, COD confirmation, abandoned cart recovery and revenue tracking.](https://www.convobox.in/shopify-whatsapp/)
- [**AI Agents**AI agents that answer, qualify and hand over on WhatsApp. Voice agent in development.](https://www.convobox.in/whatsapp-ai-agent/)
- [**ConvoBox MCP for Claude**Connect Claude to ConvoBox and work with contacts, chats and campaigns in plain English.](https://www.convobox.in/claude-mcp/)
- [**Meta Ads Integration**Auto-tag click-to-WhatsApp leads, sync Lead Ads forms to the CRM and send CRM signals back to Meta.](https://www.convobox.in/meta-ads/)
- [**Android Team Inbox App**The full shared team inbox on Android, with admin and agent login.](https://www.convobox.in/android-app/)

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.

- 7-day free trial
- No credit card
- Official Meta Tech Partner
- Hand-held onboarding

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Source: https://www.convobox.in/whatsapp-templates-flows/ · © ConvoBox Inc
