Templates in Go4Whatsup are used to send WhatsApp Business API messages, automate conversations, create interactive WhatsApp messages, and build chatbot flows.
Follow the steps below to create different types of templates inside your Go4Whatsup CRM.

Steps to Create a Broadcast Template

1. Click on Manage Template.

2. Click on the three dots (⋮) and select Create Broadcast Template.

3. Enter the Template Name.

4. Select the Language.

5. Choose the Category and Type.

6. For the Header, select either Text or Media (as per your requirement).

7. In the Body, enter your message content.

8. If required, add Buttons by selecting either:

   • Call to Action, or

   • Quick Reply

9. Click on Submit – your broadcast template will be created.

10. Click on Update Template Status (this refreshes the template and helps it get approved).

Important Notes

• Template approval is handled by Meta (WhatsApp).

• Approval time can range from 5 seconds to 24 hours, depending on the content.

• Media format should be JPEG or PNG.

Steps to Create an Advanced Template in Go4Whatsup

1. Go to the Manage Template section.

2. Click on the three dots (⋮) and select Advanced Template.

3. Enter the Template Name.

4. In Template Type, select Interactive.

5. In Interaction Type, choose either URL or Button.

6. Add a Header (Text or Media).

7. Enter your Message Content in the Body section.

8. For Buttons, provide a Button Name and URL/Link.

9. Click on Submit to save the template.

✅ Note: Auto-response templates are auto-approved.

Steps to Create a Form / Flow (WhatsApp Flow Template)

1. Go to the Manage Template section.

2. Click on the three dots (⋮) and select Create Flow.

3. Click on Add Question.

4. Enter a Title and Description
   (For internal use only – not visible to customers).

5. In the Page Number and Description section, add the form information
   (This will be visible to customers).

6. Add the Questions you want to ask the customer.

7. For each question, select one of the following Answer Types:

   • Single Line Input

   • Long Text

   • Radio Button

   • Checkbox

   • File Upload

   • Dropdown

8. Repeat the process to add more questions and select the appropriate answer type.

9. Mark important questions as Required.

10. Use the Preview option (top-left) to see how the form will appear to customers.

11. Click on the Save icon (top-right) to save the form.

🔹 Note:
This Form/Flow can be used inside an Advanced Template by selecting Form/Flow in the Type option.