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How to send a Message Template

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How do I send a Message Template?

This article explains how to send a Message Template to a customer from your Flownally shared inbox. A Message Template is a message that you create in WhatsApp Manager in Meta Business Portfolio. Follow these steps to select your template and deliver it to your audience.

In this article, you will learn how to

  • Send a Message Template to an active chat from your Inbox.
  • Select templates to send to your customer.
  • Fix Message Template delivery issues inside the chat view.

Before you start

Before sending a Message Template, make sure you have:

  • Connected at least one number on the WhatsApp channel.
  • Have an active Flownally subscription.
  • Existing Message Template created in WhatsApp Manager.

How to send a Message Template

  1. Log in to your Flownally workspace.
  2. Go to the Inbox tab.

  1. You have two options on how to send a Message Template:
    • From active chat: Click on the Send template message button on the right bar.
    • From closed chat: Click on the Send template message button on the right bar or the Send template button on the bottom of the screen.
  1. Select the phone number you want to send the Message Template from.
  2. Select one of your existing Message Templates.
  3. Fill any variables.
  4. Click the Send button.

  1. The message will appear in the chat.

What happens after sending a Message Template?

After sending a Message Template, your pre-approved text delivers to the customer device. The system loads the message layout that you create in WhatsApp Manager in Meta Business Portfolio directly into your conversation history. Your team can continue typing regular replies as soon as the customer answers your template message.

Troubleshooting

Template does not appear

This happens because the message layout was not synced from your Meta account yet. You must verify that you created the Message Template in WhatsApp Manager in Meta Business Portfolio before trying to find it in Flownally.

Message fails to send

This can occur due to a temporary network connection drop between systems. You need to check your internet connection and refresh your browser page to try sending the template again.

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