WhatsApp Flows let you send supported form fields directly inside WhatsApp, so customers can complete and submit information without opening an external page. You can select an existing form or create a new one, preview the WhatsApp experience, and configure the message template used to open the Flow. After publishing the Flow and receiving template approval, you can send it through Conversations, workflows, or Bulk Actions. This guide explains how to configure form-based WhatsApp Flows, send them to contacts, and review submitted information.

TABLE OF CONTENTS

What Are WhatsApp Flows?

WhatsApp Flows provide guided, interactive experiences directly inside WhatsApp. Customers can tap a button in a WhatsApp message to open a form, answer questions, and submit their information without leaving the app.

When you connect an existing form, the Flow uses its supported fields to create the WhatsApp experience. The original web form is not embedded exactly as it appears on a website.

Forms in WhatsApp Flows can support lead qualification, customer onboarding, feedback collection, registrations, and other information-gathering activities. Completed submissions are associated with the corresponding contact.

Key Benefits of Forms in WhatsApp Flows

Form-based WhatsApp Flows help you collect information while keeping customers in their WhatsApp conversations. They also let you reuse existing forms and choose how approved Flow messages are sent.

  • In-App Form Completion: Customers complete and submit supported form questions without being redirected to a separate website.

  • Reuse Existing Forms: Select a form you already use or create a new form for the WhatsApp Flow.

  • Live Preview: Review how supported form fields appear inside WhatsApp before publishing.

  • Contact Association: Completed submissions are linked to the corresponding contact.

  • Flexible Sending: Send approved WhatsApp templates through Conversations, workflows, or Bulk Actions.

Prerequisites and Limitations

Before creating a form-based WhatsApp Flow, verify that WhatsApp is connected and that you can access the required form and Flow settings. Review the form's fields and the message approval requirements before sending it to customers.

  • WhatsApp Connection: A supported WhatsApp Business connection must already be configured.

  • User Permissions: You need the appropriate access to WhatsApp Flows, WhatsApp templates, and Forms.

  • Form Content: Prepare the questions and information you want customers to submit.

  • Supported Fields: Only fields supported by the WhatsApp Flow experience are included. Unsupported form fields are excluded.

  • Template Approval: The associated WhatsApp message template must complete the applicable Meta approval process before it can be sent as an approved template.

  • Recipient Permission: Make sure you have the appropriate permission to contact recipients before sending business-initiated messages.
Important: Review the WhatsApp preview before publishing. A field appearing in the original form does not guarantee that it will appear in the WhatsApp Flow.

How to Send Forms Through WhatsApp Flows

Creating a form-based WhatsApp Flow involves selecting the Flow type, connecting a form, reviewing the live preview, and configuring a WhatsApp message template. After publishing and template approval, you can choose how to send the Flow to contacts.

Step 1: Open WhatsApp Flows

Start in WhatsApp settings to create a new interactive Flow. Select the form-submission Flow type before configuring its name and form fields.

  1. Go to Settings → WhatsApp → Flows.

  2. Click + Create Flow.

  3. In the Flow type step, select Form submission.

  4. Click Next to continue to the Flow details.


Step 2: Select or Create a Form


Connect the form containing the questions you want customers to answer. The Flow builder displays supported fields and provides a WhatsApp preview so you can review the customer experience before publishing.

Use an Existing Form


Select a previously created form from the available list. The Flow builder uses its supported fields to prepare the interactive WhatsApp form.

  1. In the Flow details step, enter a descriptive Flow name, such as New Customer Inquiry or Lead Qualification.

  2. Open Select form.

  3. Choose the form you want to use.

  4. If a recently created form is missing, click Fetch new forms to refresh the available forms.

  5. Review the supported fields displayed in the Flow builder.

  6. Review the live WhatsApp preview on the right side of the screen.

WhatsApp Flow details screen showing Flow name, Select form, Fetch new forms, supported form fields, and the live WhatsApp preview


Create a New Form


If you do not already have a suitable form, you can create one through the Forms area and then select it in WhatsApp Flow setup.

  1. Go to Sites → Forms.

  2. Click + Create New Form.

  3. Create the form with the information you want to collect.

  4. Save the form.

  5. Return to Settings → WhatsApp → Flows and continue creating the form-submission Flow.

  6. Under Select form, choose the newly created form. Use Fetch new forms if it does not appear immediately.
Tip: Build your form around the information you need to collect. Review the WhatsApp preview to confirm that the required questions are available in the Flow.


Step 3: Review the WhatsApp Preview


The live preview shows how the form's supported questions and input controls will appear to customers inside WhatsApp. Check it before proceeding to message template configuration.

  1. Review the questions displayed in the Live preview panel.

  2. Confirm that the required questions appear.

  3. Check the displayed input fields and selection options.

  4. If necessary, revise the source form and refresh the form selection before continuing.

  5. Click Next to proceed to the WhatsApp template configuration.

Live WhatsApp Flow preview showing customer input fields, selection questions, and the form submission interface

Important: Unsupported fields are excluded from the WhatsApp Flow experience. If a required question is missing, review the form configuration before publishing.


Step 4: Configure the WhatsApp Template and Publish


The WhatsApp template contains the message customers receive and the button they tap to open the interactive form. Review the message content and preview before publishing the Flow.

  1. Continue to the WhatsApp template step.

  2. Enter a Template name.

  3. Select the applicable Category and Language.

  4. Configure the Header when needed.

  5. Enter the main message in the Message field.

  6. Add a Footer when appropriate.

  7. Enter the Button text customers will tap to open the Flow.

  8. Review the WhatsApp message preview and confirm that the button is associated with the intended form.

  9. Click Publish when the Flow configuration is ready.

WhatsApp template configuration showing Template name, Category, Language, Header, Message, Footer, Button, message preview, and Publish

Important: Publishing the Flow does not automatically send it to contacts. The associated WhatsApp template must complete the applicable Meta approval process before you can send it as an approved template message.


Step 5: Send the Form Through an Approved Template


Once the Flow is published and its associated WhatsApp template is approved, you can send the interactive form using supported messaging methods. Customers open the form by tapping the Flow button in the received message.

Send Through Conversations


Use Conversations to send the approved WhatsApp Flow template to an individual contact.

  1. Open Conversations.

  2. Select the conversation for the contact you want to message.

  3. Choose WhatsApp as the messaging channel.

  4. Click Select a Template in the message composer.

  5. In the Send WhatsApp Template window, select the approved template associated with the published Flow.

  6. Review the selected template.

  7. Click Send.

WhatsApp conversation showing the Select a Template control and Send WhatsApp Template window for choosing an approved message


Send Through a Workflow


Use a workflow when you want to send an approved WhatsApp template automatically after a configured event or condition.

  1. Navigate to Automation → Workflows.

  2. Open an existing workflow or click + Create workflow to create a new one.

  3. If creating a new workflow, select Start from Scratch.

  4. Configure the trigger that determines when the WhatsApp message should be sent.

  5. Add a workflow action and select WhatsApp.

  6. Choose the available WhatsApp template option.

  7. Select the approved template associated with the published Flow.

  8. Select the connected WhatsApp sending number when required.

  9. Review the action settings and click Save action.

  10. Publish and save the workflow when the configuration is ready.

Workflow setup showing Automation, workflow creation, WhatsApp action configuration, template and sending number selection, and delivery paths


Send Through Bulk Actions


Use Bulk Actions to send an approved WhatsApp Flow template to multiple selected contacts. Review the sending number, template, and delivery mode before confirming the send.

  1. Open Contacts.

  2. Select the contacts you want to message.

  3. Open the Bulk Action menu and select Send WhatsApp.

  4. In the Bulk WhatsApp window, complete the required action details.

  5. Select the connected WhatsApp phone number.

  6. Under Select WhatsApp template, choose the approved template associated with the published Flow.

  7. Review the available preview and any other required settings.

  8. Choose the appropriate sending Mode, such as sending at once, at a scheduled time, or in drip mode, where available.

  9. Click Confirm to submit the bulk action.

Contacts Bulk WhatsApp action showing Send WhatsApp, sending number selection, approved template, message preview, delivery mode, and Confirm button

Recommended: Send the Flow to an internal test contact first. Complete the form and verify that the submission appears under the expected form and contact before sending it to customers.

Where to View Form Submissions


Completed WhatsApp Flow responses are stored with the corresponding form submissions and associated with the relevant contact. Reviewing submissions helps you confirm that customers completed the Flow and that the expected information was collected.

  1. Navigate to Sites → Forms → Submissions.

  2. Select the relevant form using the available form filter.

  3. Locate the submission you want to review.

  4. Open the submission to view its collected information.

Sites Forms Submissions screen showing the form filter, submission list, and detailed response panel


Only the fields included in the WhatsApp Flow are collected through that Flow submission. If a field was excluded from the WhatsApp experience, it will not be included as a response collected through the Flow.

What Happens When the Original Form Changes?

Editing the source form does not automatically update a WhatsApp Flow that has already been published. This means changes to the original form may not appear in the customer-facing Flow.

After editing the original form, review the Flow configuration and WhatsApp preview before sending the Flow again. Confirm that the required questions appear as intended.

Troubleshooting

If a WhatsApp Flow does not publish, send, or collect the expected information, check the source form, live preview, message template, and completed submissions. These checks can help you identify where the process needs attention.

IssueWhat to Check
Some form fields are missing from the previewReview the WhatsApp preview. Unsupported form fields are excluded from the Flow experience.
The Flow cannot be publishedReview the configuration and resolve any validation errors displayed in the Flow builder.
The WhatsApp template cannot be sentConfirm that the associated template has completed the applicable Meta approval process and is available for sending.
Changes to the original form are not appearingEditing the source form does not automatically update an already-published Flow. Review the Flow configuration and preview.
A submission cannot be foundConfirm that the customer completed the final submission step. Then check Sites → Forms → Submissions and select the relevant form.

Frequently Asked Questions

Q: Do I need to recreate my existing form?

No. You can select an existing form when creating a WhatsApp Flow. You can also create a new form and select it for use in the Flow.

Q: Does the form open on an external website?

No. Customers complete supported form questions directly inside WhatsApp without being redirected to a separate landing page.

Q: Why are some fields from my form missing in WhatsApp?

WhatsApp Flows include only supported field types. Unsupported fields are excluded during Flow creation. Review the live preview before publishing to confirm which fields customers will see.

Q: Where are WhatsApp Flow form submissions stored?

Completed responses are available under Sites → Forms → Submissions and are associated with the corresponding contact.

Q: Does editing the original form update an already-published WhatsApp Flow?

No. Changes to the original form do not automatically update an already-published Flow. Review the Flow configuration and preview after editing the source form.

Q: How can I send a form-based WhatsApp Flow?

After the Flow is published and its associated WhatsApp template is approved, you can send it through Conversations, a workflow, or Bulk Actions.

Q: Does publishing the Flow automatically send it to customers?

No. Publishing prepares the Flow for use. You still need to send the approved WhatsApp template through a supported messaging method.

Need Help?


If the WhatsApp Flow still does not work as expected, review the connected WhatsApp number, form fields, preview, and associated template. Check the following before contacting support.

  • Flow Creation Is Unavailable: Confirm that WhatsApp is connected and you have the appropriate permissions to create or edit WhatsApp Flows.

  • A Form Is Missing: Confirm that the form has been saved, then use Fetch new forms in the Flow details step.

  • Required Fields Are Missing: Review the live preview and confirm that the fields are supported.

  • A Template Is Unavailable: Review its approval status and whether it can be sent.

  • A Message Does Not Send: Check the connected WhatsApp number, selected template, and available sending settings.

  • No Submission Appears: Verify that the customer completed the Flow and check the relevant form's submissions.

If the issue continues, contact support. Include the Flow name, associated form, template status, sending method, and any relevant screenshots or error messages.