Skip to main content

Guide to WhatsApp Message Blocks

Learn about the different types of WhatsApp messages you can send in automation flows, when to use each type, and how to set them up.

Updated yesterday

When building automation flows in Spur, you can send different types of WhatsApp messages depending on what you want to achieve. This guide explains all the WhatsApp message blocks available, how to use them, and when to use them.


Important: Templates vs. Free-Form Messages

Before we dive into the message types, it's critical to understand the difference between template messages and free-form messages.

Template Messages

  • What they are: Pre-approved messages from Meta that you can send outside the 24-hour messaging window

  • When to use them: For the first message in a flow, or when reaching out to customers you haven't talked to recently.

  • Categories:

    • Utility – Order confirmations, shipping updates, appointment reminders (high delivery rate)

    • Marketing – Promotions, offers, announcements (lower delivery rate, but Delivery Boost helps)

  • Cost: You pay per message sent

  • Approval: Templates must be approved by Meta before use

Free-Form Messages

  • What they are: Messages you can send without pre-approval

  • When to use them: Only within the 24-hour messaging window (after a customer messages you first or has replied to you/clicked on a quick reply button - the idea is that they should have sent you something in the last 24 hours by clicking on a button in a template you sent ages ago or minutes ago, doesn't matter as long as something comes from their end)

  • Cost: Free

  • Limitation: If you try to send a free-form message outside the 24-hour window, it will fail

Why This Matters

In most automation flows, less than 2% of your customers will have an active 24-hour messaging window when the flow triggers. This means if you use a free-form message as the first message in a flow, 98% of your messages will fail to send.

Solution: Always use a template message as the first message in your flow. After that, if the customer responds (and you have set up the flow in a way that the flow only proceeds further when the customer clicks on a button, that'll count as a response from them and then you can use free-form messages within the 24-hour window.

What Happens After the First Message?

Once you send a template message and the customer responds (by clicking a quick reply button or replying), a 24-hour messaging window opens. During this window, you can send free-form messages without needing templates.

Important rule:

  • If the customer clicks a quick reply button or replies, you can use free-form messages for the next 24 hours

  • If the customer does not respond, you must continue using template messages for any subsequent messages in the automation

Example:

Flow 1: Customer responds ✅

  1. Send template message: "Hey {(contact.firstName}}, you left items in your cart!"

  2. Customer clicks "View Cart" quick reply button → 24-hour window opens

  3. Send free-form message: "Great! Here are the items you left behind..."

  4. Send free-form message: "Would you like a 10% discount to complete your order?"

Flow 2: Customer doesn't respond ❌

  1. Send template message: "Hey {{contact.firstName}}, you left items in your cart!"

  2. Customer doesn't click or reply → No 24-hour window

  3. Wait 2 hours

  4. Must send another template message (can't use free-form): "Still interested? Here's 10% off!"


Available WhatsApp Message Types

Here are all the message types you can use in your automation flows:

  1. Template – Pre-approved messages for first contact

  2. Text – Simple text messages

  3. Text with Buttons – Text with up to 3 clickable buttons

  4. Media – Images, videos, audio, or documents

  5. User Input – Wait for customer response after asking a question.

  6. List Message – Text with up to 10 options in a menu

  7. Product Message – Show up to 30 products from your catalog

  8. CTA Message – Call-to-action button with a URL

  9. WhatsApp Forms – Custom forms (requires custom implementation)

  10. Address Message – Request customer address (India & Singapore only)

  11. Request Location – Ask customer to share their location

Let's break down each one.


1. Template Message

What It Is

A pre-approved message template from Meta that you can send anytime, even if you haven't talked to the customer in months.

When to Use It

  • As the first message in any automation flow

  • For order confirmations, shipping updates, appointment reminders

  • For marketing messages (offers, promotions, new arrivals) and broadcasts

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select Template after clicking on the "Send message" block that appears

  4. Choose one of your approved templates from the list

  5. Fill in any variables (like customer name, order number, etc.)

  6. Connect to the next step

Example Use Cases

  • Abandoned cart recovery: "Hey {{contact.firstName}}, you left something in your cart! Complete your order now and get 10% off."

  • Order picked up notification: "Hi {{contact.firstName}}, your order #{{trigger.name}} has been picked up. You can track it here: {{trigger.computed.latest_tracking_url}}"

Pro Tip

Always use Utility templates for transactional messages (order updates, shipping info) because they have the highest delivery rate. Marketing templates have lower delivery rates but can still be effective with Delivery Boost enabled.


2. Text Message

What It Is

A simple text message with no buttons or media.

When to Use It

  • Only within the 24-hour messaging window (after a customer messages you first or if has responded to you)

  • For conversational replies, follow-ups, or additional information

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select Text in the "Send message" block that appears on the left

  4. Write your message (up to 100,000 characters)

  5. Add variables if needed (like {{contact.firstName}} or {{trigger.name}})

  6. Connect to the next step

Example Use Cases

  • "Thanks for reaching out! Let me check that for you."

  • "Your order will be delivered soon, {{contact.firstName}}. Let me know if you need anything else!"

Pro Tip

Use variables to personalize messages. You can insert user attributes like {{contact.firstName}}, {{contact.email}}, or trigger attributes like {{lastMessage}}.


3. Text with Buttons

What It Is

A text message with up to 3 clickable buttons. You can also add a header (text, image, document, or video), body text, and footer text.

When to Use It

  • When you want to give customers quick options (e.g., "Track Order", "View Products", "Contact Support")

  • For interactive flows where customers choose their next action

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select Text with Buttons in the "Send message" block that appears on the left

  4. Choose a header type (optional):

    • None

    • Text

    • Image

    • Image URL

    • Document

    • Video

  5. Enter your body text (the main message)

  6. Enter footer text (optional, appears at the bottom in smaller text)

  7. Add up to 3 buttons and name them (e.g., "Track Order", "View Products", "Talk to Agent")

  8. Connect each button to the next step in your flow

Example Use Cases

  • "Your order is confirmed! What would you like to do next?"

    • Button 1: Track Order

    • Button 2: View Similar Products

    • Button 3: Contact Support

Pro Tip

Each button can trigger a different action if you connect that button's connection knob to the next action. For example, Button 1 can send a tracking link, Button 2 can show product recommendations, and Button 3 can assign the chat to a live agent.


4. Media Message

What It Is

A message that includes media like images, videos, audio files, or documents.

When to Use It

  • To send product images, promotional videos, invoices, or instruction manuals

  • To make messages more engaging with visuals

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select Media in the "Send message" block that appears on the left

  4. Choose your media type:

    • Image (PNG/JPG, max 5MB, max 800x400px)

    • Audio (MP3/MP4/AAC/OGG, max 16MB)

    • Video (MP4, max 16MB)

    • Image URL (paste an image URL)

    • Document (PDF, max 25MB)

    • Document URL (paste a document URL)

  5. Upload or paste the URL

  6. Add a caption (optional, but recommended to provide context)

  7. Connect to the next step

Example Use Cases

  • Send product images in a cart recovery flow

  • Share an invoice or receipt after a purchase

  • Send a video tutorial on how to use a product

If you are constructing a flow, it is important to remember that a media message cannot be sent as the first message or until the customer has responded to you. Since it is just a message and not a template.

Pro Tip

Always add a caption to your media to provide context. For example, if you're sending a product image, say "Here's the jacket you were looking at! 👕"


5. User Input (Wait for Customer Response)

What It Is

This block pauses the flow and waits for the customer to respond.

When to Use It

  • When you need the customer to type something (like their order number, email, or feedback)

  • When you want to create a conversational flow that adapts based on their response

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select User Input in the "Send message" block that appears on the left

Example Use Cases

  • "What's your order number so I can look it up for you?"

  • "Please enter your email address to receive the discount code."

Pro Tip

You can use conditions after a User Input block to route customers based on their response. For example, if they reply "refund", send them to a refund flow.


6. List Message

What It Is

A text message with up to 10 options displayed in a menu. Customers can tap a button to see the options, then select one.

When to Use It

  • When you have more than 3 options to offer (since Text with Buttons only supports 3)

  • For categorized menus (e.g., "Pick a category: Men's, Women's, Kids")

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select List Message in the "Send message" block that appears on the left

  4. Enter:

    • Header text (optional, but recommended)

    • Body text (the main message)

    • Footer text (optional)

    • Button text (e.g., "Pick Category" – this is what customers tap to see the options)

  5. Add sections (optional, to group options):

    • Section name (e.g., "Men's Clothing")

    • Row titles (button names, e.g., "Jackets", "Pants", "Shoes")

    • Descriptions (optional, adds more detail when customers tap)

  6. Connect each option to the next step in your flow

Example Use Cases

  • "What category are you interested in?"

    • Section 1: Men's Clothing (Jackets, Pants, Shoes)

    • Section 2: Women's Clothing (Dresses, Tops, Skirts)

    • Section 3: Accessories (Bags, Belts, Hats)

Pro Tip

Use descriptions to give more context. For example, if the row title is "Jackets", the description can say "Explore our latest winter jackets."


7. Product Message

What It Is

A message that displays up to 30 products from your WhatsApp catalog in a carousel format. Customers can browse and tap to view product details.

When to Use It

  • To show product recommendations

  • To let customers browse your catalog within WhatsApp

  • For upselling or cross-selling

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select Product Message in the "Send message" block that appears on the left

  4. Choose how to select products:

    • Select Manually: Pick specific products from your catalog

    • Search Keyword: Enter a keyword (e.g., "jacket") to show the top 30 products matching that keyword in their product title

  5. Connect to the next step

Example Use Cases

  • Show 5 best-selling jackets

  • Show 10 running shoes from your catalog

Pro Tip

Use the Search Keyword option if you have a lot of products and want to dynamically show relevant items based on customer behavior.


8. CTA Message (Call-to-Action)

What It Is

A message with a single button that links to a URL. You can also include a header (text, image, document, or video), body text, and footer text.

When to Use It

  • To drive customers to your website, product page, or checkout link

  • For "Shop Now", "Learn More", or "Track Order" buttons

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select CTA Message in the "Send message" block that appears on the left

  4. Choose a header type (optional):

    • Text

    • Image

    • Document

    • Video

  5. Enter:

    • Body text (the main message)

    • Footer text (optional)

    • Button text (e.g., "Shop Now", "Learn More")

    • Button URL (the link customers will be taken to)

  6. Connect to the next step

Example Use Cases

  • "Check out our new collection!"

    • Button: "Shop Now" → URL: https://yourstore.com/new-arrivals

  • "Your order is ready to track!"

    • Button: "Track Order" → URL: {tracking_link}

Pro Tip

Use dynamic URLs with variables. For example, if you're sending a tracking link, use {tracking_link} in the Button URL field so each customer gets their own unique tracking link.


9. WhatsApp Forms (Also called ''WhatsApp Flows'' by Meta officially)

What It Is

A custom form that appears as a mini-app within WhatsApp. Customers can fill out fields, select options, and submit forms without leaving the chat.

When to Use It

  • For complex data collection (e.g., custom orders, pizza toppings, booking forms)

  • When you need structured input from customers

How to Set It Up

WhatsApp Forms require custom implementation. They're not available out-of-the-box and need to be built by a developer or Spur's engineering team.

Steps:

  1. Contact Spur support to discuss your requirements

  2. Pay for custom development

  3. Once your form is built, it will appear in the WhatsApp Forms dropdown

  4. Select your form, add body text, footer text, and a button

Example Use Cases

  • Custom pizza orders (toppings, size, crust type)

  • Service bookings (date, time, service type)

  • Multi-step questionnaires

Pro Tip

This is a managed service and requires engineering work. It's only recommended for businesses with specific, complex needs that can't be solved with standard message types.


10. Address Message (India & Singapore Only)

What It Is

A message that requests the customer's address in a structured format. A slide-up modal appears where customers can enter their street address, locality, city, and pin code/zip code.

When to Use It

  • For address confirmation after checkout

  • When a customer says their address was entered incorrectly

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select Address Message in the "Send message" block that appears on the left

  4. Enter:

    • Header text (e.g., "Please confirm your address")

    • Body text (the main message)

    • Footer text (optional)

  5. Connect to the next step

Example Use Cases

  • "We noticed your address might be incorrect. Please confirm it below."

  • "Enter your delivery address to proceed with the order."

Important Note

This message type only works in India and Singapore. If you're in any other country, it will not work. Use a different method (like asking customers to type their address in a text message) instead.

Pro Tip

Use this after checkout if you need to verify the customer's address. The structured format ensures you get complete and accurate address details.


11. Request Location Message

What It Is

A message that asks the customer to share their live location from the WhatsApp map interface.

When to Use It

  • For roadside assistance or on-demand services

  • To recommend nearby stores or service centers

  • To provide location-based offers

How to Set It Up

  1. Click the blue + button on the right in your flow

  2. Select ''WhatsApp'' under Content

  3. Select Request Location in the "Send message" block that appears on the left

  4. Enter your message (up to 1024 characters) explaining why you need their location

  5. Connect to the next step

Example Use Cases

  • "We're here to help! Please share your location so we can send assistance."

  • "Share your location and we'll show you the nearest store."

Pro Tip

Be clear about why you need their location. Customers are more likely to share if they understand the benefit (e.g., "so we can recommend the closest retail store").


Summary: When to Use Each Message Type

Message Type

Best For

Template

First contact, order updates, marketing

Text

Simple replies within 24-hour window

Text with Buttons

Quick options (up to 3 buttons)

Media

Images, videos, documents, audio

User Input

Collecting customer responses

List Message

Multiple options (up to 10)

Product Message

Showing catalog products

CTA Message

Driving traffic to a URL

WhatsApp Forms

Complex data collection

Address Message

Collecting addresses (India/Singapore only)

Request Location

Requesting customer location


Pro Tips for Using WhatsApp Message Blocks

Always start with a template – The first message in your flow should always be a template to ensure it gets delivered.

Use buttons wisely – If you have 3 or fewer options, use Text with Buttons. If you have 4-10 options, use List Message.

Personalize with variables – Use {{contact.firstName}}, {{lastMessage}}, and other variables to make messages feel personal.

Keep it short – Customers are more likely to engage with concise, clear messages.

Test before launching – Trigger the flow and test to see how messages look and behave.

Use media sparingly – Media messages are great for engagement, but too many can overwhelm customers.

Always add a next step – Every message block has a "Next Step" connector. Use it to keep the flow moving.


If you're unsure which message type to use, contact our support team for guidance. We're here to help you build the perfect automation flow!

Did this answer your question?