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How do I create a Flows template that collects information from customers?

Objective

This article shows you how to build a Flows content template a multi-page form your customers fill in inside the conversation, useful for sign-ups, bookings, surveys, and support intake.

 

Product

Content Template Builder

 

Environment

Twilio Console

 

User Account Permission/Role(s) Required

Your user needs the content templates create permission for the account.

 

Procedure

  1. In the Twilio Console, select Communications in the left sidebar.
  2. Select Messaging, then Templates.
  3. Select Create new template.
  4. Enter a Template name and select a Template language.
  5. Under Content type, select Flows, then select Continue.
  6. In the Flows section, open Type and choose the purpose of your form, such as Sign Up, Sign In, Appointment Booking, Lead Generation, Contact Us, Customer Support, Survey, or Other.
  7. Enter the message that introduces the form in Body, and the label that opens it in Button text. Add a Subtitle and Image URL if you want them.
  8. In the Page 1 section, enter a Page Title and a Page ID.
  9. In the Component 1 section, open Component Type and choose the field or content you want on the page, for example Short text, Long text, Date picker, Single select, Multi select, or Text heading.
  10. Fill in the fields for that component, such as Label and Text, and turn on Required question if an answer is mandatory.
  11. Add more components to the page, or add another page, and repeat steps 8 to 10 for each.
  12. Select Save.

 

Additional Information

  • A Flows template can have up to 10 pages, each page up to 10 components, and each selection component up to 10 items.
  • Page ID only accepts alphabetic characters and underscores.
  • Body allows up to 1024 characters, Button text up to 25, and Subtitle up to 60.
  • Min date, Max date, and Unavailable dates on a date picker component apply to WhatsApp only.
  • Flows templates are eligible for WhatsApp business-initiated messages and Apple Messages for Business. WhatsApp requires approval before you can send a business-initiated Flows message.

 

This content was generated by AI and reviewed, edited, and verified by a human.

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