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How to Create Templates inside Pabbly Chatflow

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Integration

To begin your integration process, first access Pabbly Chatflow by clicking on the “Access Now” button in the Pabbly Chatflow box on the All Apps page. This action will direct you to the dashboard of Pabbly Chatflow, where you can start creating your WhatsApp templates.

Once on the dashboard, you will see a left column featuring various options. However, to utilize these features, you must first add your WhatsApp number to Pabbly Chatflow. Click on the button provided, select your preferred method, and add your WhatsApp number.

2. Creating a Template in Pabbly Chatflow

After successfully adding your WhatsApp number, navigate to the “Templates” section in the left column of Pabbly Chatflow. Click on the “Template List” to access the templates page. Here, you can initiate the creation of a new template by clicking the “Add Template” button.

Select a category: Marketing, Utility, or Authentication.
Name your template using only lower case alphanumeric characters and underscores.
Choose the language for your template from the dropdown menu.

For this example, select “Marketing” as the category and name your template appropriately. Ensure the name follows the specified format without spaces.

3. Defining Template Variables in Pabbly Chatflow

Next, you will need to set up the variable type for your template in Pabbly Chatflow. This allows for dynamic fields within your template. You can choose between two variable types: Name and Number. If you select “Name”, format your variable within curly brackets.

For instance, if you choose the Number variable type, format it similarly. After defining the variable type, select the template type, such as Text, Image, or Video. In this example, select “Text”. You can also add optional template header and footer text here.

4. Adding Interactive Elements to Your Template

In this step, you can enhance your template by adding interactive actions using Pabbly Chatflow. Options include Call to Action, Quick Reply, or None. For instance, if you select “Call to Action”, you can input a static URL and button title that will be visible to customers.

Add a static URL for your website.
Create a button title like “Shop Now” for customer interaction.

Alternatively, you can opt for Quick Replies, allowing customers to respond directly. After configuring these interactive options, finalize your template by clicking the “Submit” button for approval by Meta.

5. Finalizing Your Template in Pabbly Chatflow

After submitting your template, it will undergo a review process by Meta. Once approved, you can use it to send messages directly to your customers via WhatsApp. This entire process showcases how Pabbly Chatflow simplifies creating and managing WhatsApp templates.

Additionally, you can explore various other functionalities within Pabbly Chatflow, such as creating chatbots and scheduling broadcasts. If you’re interested in subscribing, check the pricing options available on the Pabbly website.

Conclusion

In this tutorial, we explored how to create a WhatsApp template using Pabbly Chatflow. By following these steps, you can effectively manage your WhatsApp communications and enhance customer interactions.