Skip to main content
WhatsApp Flows let you build interactive forms and data-collection experiences directly inside WhatsApp, on top of Meta’s WhatsApp Flows feature. Subscribers fill out the form without leaving the chat — useful for lead generation, appointment booking, customer registration, feedback collection, service requests, surveys, event registration, and product inquiries.

​
Create a WhatsApp Flow

1

Open Bot Manager

Go to Bot Manager.
2

Click WhatsApp Flows

Select WhatsApp Flows from the module list.
3

Click Create

Click Create to start a new flow.
4

Add form components

Build the form by adding fields from the component palette.
5

Configure each field

Set each component’s options to match what you need to collect.
6

Save and publish

Save the flow, then publish it once you’re ready to use it live.
Bot Manager WhatsApp Flows list with WhatsApp Flows selected and Create highlighted
Once published, a flow can be attached to WhatsApp templates, buttons, and chatbot automations.

​
Flow configuration

Before designing screens and fields, configure the flow’s settings:
FieldPurpose
Flow NameInternal name to identify the flow inside the platform, e.g. Customer Registration Flow.
Flow CategoryThe category that best matches the flow, e.g. Lead Generation, Appointment Booking, Customer Registration.
Screen Unique NameA unique internal identifier for the screen — letters and underscores only, no spaces or numbers, e.g. customer_registration.
Form TitleThe title shown to the subscriber at the top of the flow, e.g. Customer Registration Form.
Reply Sent After Form SubmitThe bot reply sent to the subscriber once they submit the form, confirming it was received.
Select HTTP APIAn HTTP API to send the submitted form data to an external application (CRM, lead management software, ERP, etc.).
WhatsApp Flow Data in Google SheetEnable to save every submission directly into Google Sheets for reporting, lead management, and backups.
WhatsApp Flow configuration form with Flow Name, Flow Category, Screen Unique Name, Form Title, Reply Sent After Form Submit, and Select HTTP API fields highlighted

​
Form components

Each flow is built by dragging components from the palette onto the form. Available components: Header, Text Field, Text Area, Checkbox Group, Radio Group, Select, Date Field, Submit Button.
WhatsApp Flow builder component palette with Header highlighted
Displayed at the top of the flow — use a clear title so subscribers understand the form’s purpose, e.g. Customer Registration Form.

​
Text Field

A single line of text — common for name, company name, city, or job title. Clicking a Text Field opens its settings panel:
Text Field configuration panel with Required, Label, Name, Value, and Custom Field options
  • Required — the subscriber can’t submit the form without filling this field in.
  • Label — the text shown to the subscriber as the field’s title, e.g. Full Name.
  • Name — an internal identifier the system uses; you normally don’t need to change it.
  • Value — a default value prefilled when the form opens (the subscriber can edit or keep it) — useful for showing saved customer data and reducing typing.
  • Custom Field — connects the field to a custom variable or subscriber field, so a previously saved value (e.g. a name already on file) can prefill automatically.
Text Field configured with Required checked and Label set to Full Name, shown in the form preview
Use the Value field to prefill information from a known customer and improve the experience by reducing how much they need to type.

​
Text Area

Allows longer free-text responses — common for feedback, comments, or project requirements.

​
Checkbox Group

Lets the subscriber select multiple options, e.g. Which services are you interested in? with options like AI Automation, WhatsApp Marketing, Chatbot Development. Add options with Add Option.
Checkbox Group configuration panel showing Services Interested In with three options

​
Radio Group

Lets the subscriber select only one option, e.g. Business Size with options Startup, Small Business, Medium Business, Enterprise.
Radio Group configuration panel showing Business Size with three options

​
Select

Displays options in a dropdown — useful when there are many choices, e.g. Industry Type with Real Estate, Hospital, Education, E-commerce.
Select field configuration panel showing Industry Type with four options
Industry Type dropdown open in the form preview with Real Estate selected

​
Date Field

Lets the subscriber pick a date — common for appointment booking, event registration, delivery scheduling, or follow-up meetings.
Date Field configuration panel for Preferred Demo Date

​
Submit Button

Completes the form and sends all collected data once clicked.
Submit Button selected in the palette with the full form preview below it
Example — an appointment booking flow: 
Header:
Book a Free Consultation
        ↓
Full Name
        ↓
Email Address
        ↓
Phone Number
        ↓
Service Interested In
        ↓
Preferred Appointment Date
        ↓
Additional Notes
        ↓
Submit
Appointment Booking WhatsApp Flow with a Choose one option radio group and Date Field, and the Submit Button highlighted

​
Field label length limit

Each field’s Label has a character limit of 20 characters. Going over it blocks saving the flow with a warning — but the warning itself doesn’t show you which label is too long or by how much, so you have to check each one:
Warning popup stating the textarea field label name must be between 20 characters
For example, in the registration form below, two labels were over the 20-character limit and had to be shortened before the flow would save:
LabelCharacter countOver the 20-character limit?
Full Name9No
Project Requirements20No (exactly at the limit)
Services Interested In22Yes — 2 characters over
Business Size13No
Industry Type13No
Preferred Demo Date19No
Customer Registration21Yes — 1 character over
Keep field labels to 20 characters or fewer. Services Interested In (22) and Customer Registration (21) both had to be shortened before this flow would save — count the characters in each label yourself, since the warning popup doesn’t tell you which field is the problem.

​
Example: a complete registration form

Header:
Customer Registration Form
        ↓
Text Field — Full Name
        ↓
Text Area — Project Requirements
        ↓
Checkbox Group — Services Interested In
        ↓
Radio Group — Business Size
        ↓
Select — Industry Type
        ↓
Date Field — Preferred Demo Date
        ↓
Submit Button

​
Manage WhatsApp Flows

Saved flows appear under Bot Manager → WhatsApp Flows, with these actions:
WhatsApp Flows list showing action icons on a flow row
  • Add Webhook — connect a webhook to send submitted data to a CRM, lead management tool, Google Sheets automation, or other third-party app.
  • Report Data — view submitted responses: user submissions, form completion data, lead information, customer details.
  • Preview Flow — test the form layout, field validations, and user experience before publishing.
  • Open in Studio — open the flow builder to modify fields, labels, validation rules, buttons, or settings.
  • Publish — push the flow to Meta so it can be used in WhatsApp templates and automations. Once approved, it’s available for production use.
  • Edit — modify form content, questions, options, labels, or integrations.
  • Delete — permanently remove the flow. Deleted flows cannot be recovered.
Always Preview a flow before publishing to confirm everything works correctly.

​
Publishing and Meta approval

A WhatsApp Flow must be published and approved by Meta before it can be used in production. Clicking Publish can fail if your Meta Business Account hasn’t met Meta’s requirements:
Error toast reading Something went wrong, Integrity requirements not met, on the WhatsApp Flows list
Common reasons publishing fails:
  • Business Verification not completed — your Meta Business Portfolio must be verified before Meta will approve a flow.
  • Messaging quality requirements not met — some accounts need to establish messaging quality and compliance first.
Meta WhatsApp Manager Publish panel listing Verify your business and Send high-quality messages requirements
Solution: complete Meta Business Verification, keep your WhatsApp Business Account active and compliant, maintain good messaging quality, then retry publishing.

​
Frequently asked

Create a WhatsApp Flow in Bot Manager, configure the flow settings (name, category, screen name, form title), then add components (Text Field, Checkbox Group, Radio Group, Select, Date Field, Submit Button) and configure each one’s label and options.
Each field’s Label has a character limit. Shorten the label — the warning names the field and the required range — and save again.
To wherever you’ve configured: the bot reply set in Reply Sent After Form Submit confirms the submission to the subscriber, and the data itself can be sent to an HTTP API, saved to Google Sheets, or forwarded via a webhook added from the flow’s actions.
Most often because your Meta Business Account hasn’t completed Business Verification, or hasn’t met Meta’s messaging quality requirements. Complete verification, keep your account compliant, and retry.
Yes — set a default in Value to prefill known information, but subscribers can still edit it before submitting. This reduces typing without locking in stale data.
  • Screen Unique Name has strict rules — letters and underscores only, no spaces, no numbers, and it must be unique.
  • Field labels have a character limit — an over-length label blocks saving the flow.
  • A flow can’t go live until Meta approves it — Business Verification and messaging quality requirements must be met first, or Publish will fail.
  • Deleted flows can’t be recovered — there’s no undo for Delete.