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Wylto Docs

WhatsApp Templates & Flows

Message Templates

Section titled “Message Templates”

WhatsApp requires pre-approved message templates for sending outbound messages (messages initiated by the business). Templates are reviewed and approved by Meta/WhatsApp.

Creating a Template

Section titled “Creating a Template”

  1. Go to WhatsApp → Templates

    Section titled “Go to WhatsApp → Templates”
    Navigate to WhatsApp → Templates from the sidebar.

  2. Click Create Template

    Section titled “Click Create Template”
    Click Create Template to start a new template.

  3. Choose a category

    Section titled “Choose a category”
    Select the template category:
    • Marketing — Promotional messages, offers, updates
    • Utility — Transactional messages, order updates, appointment reminders
    • Authentication — OTP and verification messages

  4. Design the template

    Section titled “Design the template”
    • Header (optional) — Text, image, video, or document
    • Body — The main message text. Use {{1}}, {{2}}, etc. as variable placeholders
    • Footer (optional) — Small text below the body
    • Buttons (optional) — Quick reply buttons or call-to-action (URL/phone)

  5. Submit for approval

    Section titled “Submit for approval”
    Submit the template to WhatsApp for review. Approval typically takes a few minutes to 24 hours.

Template Variables

Section titled “Template Variables”

Use placeholders in your templates that get replaced with actual values when sending:

Hi {{1}}, your appointment is confirmed for {{2}} at {{3}}.


Reply YES to confirm or NO to reschedule.

When sending, provide the values:

  • {{1}} → Customer name
  • {{2}} → Date
  • {{3}} → Time

WhatsApp Flows

Section titled “WhatsApp Flows”

WhatsApp Flows (also called Forms) let you create interactive, multi-step forms within WhatsApp. Customers can fill out forms without leaving the chat.

Use Cases

Section titled “Use Cases”
  • Lead capture forms — Collect name, email, phone, and interests
  • Appointment booking — Date, time, and service selection
  • Surveys and feedback — Customer satisfaction, NPS, product feedback
  • Order forms — Product selection, quantity, delivery details

Creating a Flow

Section titled “Creating a Flow”

  1. Go to WhatsApp → Flows

    Section titled “Go to WhatsApp → Flows”
    Navigate to WhatsApp → Flows from the sidebar.

  2. Click Create Flow

    Section titled “Click Create Flow”
    Click Create Flow to open the form builder.

  3. Add form fields

    Section titled “Add form fields”
    Drag and drop field types:
    • Text input
    • Dropdown / select
    • Date picker
    • Radio buttons
    • Checkboxes

  4. Configure submission

    Section titled “Configure submission”
    Set what happens when the form is submitted — save to contacts, trigger a workflow, or send to a webhook.

  5. Publish

    Section titled “Publish”
    Publish the flow and use it in your chatbot or message templates.

Opt-out Management

Section titled “Opt-out Management”

Wylto provides built-in opt-out management to stay compliant with WhatsApp policies and data protection regulations.

How Opt-out Works

Section titled “How Opt-out Works”
  • Automatic detection — When a customer sends opt-out keywords (e.g., “STOP”, “UNSUBSCRIBE”), Wylto automatically processes the request
  • Opt-out list — Opted-out contacts are added to a blocklist and will not receive broadcast messages
  • Opt-out confirmation — An automatic confirmation message is sent to the customer

Configuring Opt-out

Section titled “Configuring Opt-out”
  • Keywords — Customize which keywords trigger an opt-out (default: STOP, UNSUBSCRIBE, OPT OUT)
  • Confirmation message — Customize the message sent after opt-out
  • Re-opt-in — Allow customers to opt back in with keywords like “START” or “SUBSCRIBE”