You can initiate a conversation with users on WhatsApp using template messages. Templates help you scale your business by enabling seamless communication with contacts. You can send predefined messages to engage your audience effectively and automate interactions.

Step 1: Login to Your Chatflow Account

• Access your Pabbly Chatflow account using your credentials.

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Step 2: Navigate to Templates

• On the left sidebar, click on the Templates section.

• Select the Template List option to manage and create new templates.
   

  

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Step 3: Create a New Template

• Click on the Add New Template button.

• A new page will appear, displaying all the required fields to create a template.
   

  

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Step 4: Add New Template

Fields Overview:

• Template Category: Select the category for the template.
• Template Name: Must be in lowercase, alphanumeric format. No spaces or special characters allowed.
• Language: Select the language in which the message will be sent.
• Template Type: Choose the type of message you want to send.
• Template Header (Optional): A short title that appears at the top of the message (max 60 characters).
• Template Format (Body): The main message content, which can include variables and text formatting.
• Template Footer (Optional): A short note or disclaimer at the bottom of the message (max 60 characters).

• Select Interactive Actions:

  • None: No action will be performed.

  • Call To Action: You can add two  CTA(URL) and one CTA(Phone Number).

    

  • Quick Replies: You can add up to 10 quick replies for user interaction.
         Note: In Meta’s (WhatsApp Business API) interactive message guidelines: Learn More

    • Quick reply button titles cannot contain formatting characters like * (for bold), _ (for italics), ~ (for strikethrough), or ` (for monospace).

    • Those markdown-style formatting characters are allowed in the message body text, but not inside button titles or reply button values.

      

  • All: Enables all the interactive actions, 10 quick replies, 2  CTA(URL), 1 CTA(Phone Number), and 1 coupon code option.

  • Preview Your Template: While creating the template, you can also preview it in the Preview section to see how it will appear to users.

1.CTA (Call-To-Action) Button

CTA buttons make your WhatsApp templates interactive by allowing users to perform specific actions directly from the message — such as visiting a webpage or calling a phone number.
You can configure up to two CTA URL buttons and one CTA Phone Number button per template.

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Fields Overview

Field Name	Description
CTA Type	Select Call To Action under Interactive Actions. This enables URL and Phone Number button options.
CTA URL Buttons	Add up to two buttons that redirect users to web pages. Each button supports either a Static or Dynamic URL.
CTA Phone Number Button	Add one button that allows users to make a call directly from WhatsApp.

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2. Configure CTA URL Buttons

You can add Static or Dynamic URLs depending on whether the link should be the same for all users or personalized.

A. Static URL

• A Static URL remains the same for all recipients.
• Use this when you want to redirect everyone to the same page (e.g., your website, offer page, or product catalog).

Example Configuration:

• Button Title: Visit Website
• URL Type: Static
• Static URL: https://www.example.com/offers

Result:
All users will open → https://www.example.com/offers

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B. Dynamic URL

• A Dynamic URL changes for each user based on variables such as order ID or user ID.
• This allows personalized redirection for actions like order tracking or viewing personalized offers.

Example Configuration:

• Button Title: Track Order
• URL Type: Dynamic
• Dynamic URL: https://www.example.com/order/{{1}}
• URL Parameter: ORD12345

Result:
The placeholder {{1}} is replaced dynamically.
Final URL → https://www.example.com/order/ORD12345

Best Used For:

• Order tracking links
• Account dashboards
• Personalized promotions
  

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3. Configure CTA Phone Number Button

• The Phone Number button allows users to directly call your business from WhatsApp.
• You can add one phone number button per template.

Example Configuration:

• Button Title: Call Support
• Select Country: United States (+1)
• Enter Phone Number: 1234567890

Result:
When the user clicks the button, WhatsApp opens the dialer with the number → +1 1234567890

Best Used For:

• Customer support or service lines
• Sales follow-up calls
• Emergency assistance numbers

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5. Example Summary

Button Type	Example	Description
Static URL	https://www.example.com/offers	Opens a fixed webpage for all users.
Dynamic URL	https://www.example.com/order/{{1}}	Creates a personalized link per user.
Phone Number	+1 1234567890	Opens the dialer for direct calling.

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By adding CTA buttons, your WhatsApp messages become more engaging, action-driven, and user-friendly, helping you connect with customers instantly.

• Sending WhatsApp Templates with CTA Buttons

  Once you've created and approved a WhatsApp template with CTA buttons, you can send it.

Sending via Broadcast

Steps to Send via Broadcast:

1. Go to Broadcast section in Pabbly Chatflow

2. Select Broadcast Type: Choose "Broadcast Campaign"

3. Enter Broadcast Name: Give your campaign a name (e.g., "Order Tracking Campaign")

4. Select Contacts List: Choose your contact list

5. Select Message Type: Choose "Pre-approved template"

6. Select Your Template: Pick the template with CTA button

7. Add URL Parameter:

   • Find "URL Button Variables" section
   • In "URL Variable 1" field, enter the variable based on your use case (see examples below)

8. Preview the message on the right side

9. Click "Done" and then send or schedule your broadcast

   

   

   

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Real Examples with Contact Lists

Example 1: E-commerce Order Tracking

Your Contacts with Custom Fields:

WhatsApp Number	Name	Order_ID	Tracking_Code
911234567890	John	ORD2025001	TRK123XYZ
911234567890	Sarah	ORD2025002	TRK456ABC

Template Button: "Track Order"
Template URL: https://www.myshop.com/tracking/{{1}}

Enter in URL Variable 1: $Tracking_Code

Results:

• John gets: https://www.myshop.com/tracking/TRK123XYZ
• Sarah gets: https://www.myshop.com/tracking/TRK456ABC

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Sending via Inbox

The Inbox method allows you to send personalized template messages to individual contacts during your conversations.

Steps to Send:

• Open the Inbox and select the contact you want to message
• Click on the Template icon.
• Select your approved template from the list.
• Fill in the dynamic variables (if any):
  • URL Button Variables: Enter the dynamic value for URL parameter (e.g., order ID, tracking code)
• Click "Send" to deliver the message

Example: Sending a Dynamic URL Template

Scenario: Sending an order tracking template to a customer

Template Configuration:

• Template Name: order_tracking
• Message: "Hi {{1}}, your order is ready! Track it here:"
• Button: "Track Order" → Dynamic URL: https://example.com/track/{{1}}

When Sending:

• Body Variable 1: John
• URL Variable 1: ORD12345

Customer Receives:

• Message: "Hi John, your order is ready! Track it here:"
• Button: "Track Order" → Opens https://example.com/track/ORD12345

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Using Dynamic URL Templates in Automated Messages

Templates with dynamic CTA buttons can also be used in Automated Messages and Flows.

Configure at:

Inbox Settings: Settings → Inbox Settings

Use Cases:

• Welcome Message - Greet new contacts with personalized onboarding links
• Off-Hours Message - Provide self-service options when team is unavailable

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Opt-In Management: Settings → Opt-In Management

Use Cases:

• Opt-In Management - Send confirmation with preference management link
• Opt-Out Management - Allow users to unsubscribe or manage preferences

Flows: You can also use templates with dynamic CTA buttons in your automation flows to create personalized user journeys.