How to Use GoHighLevel's New WhatsApp Carousel Templates and Forms in WhatsApp Flows

Status check: both features are marked as released in HighLevel's changelog, dated 26 October 2026. I have not tested either one in my own account yet, and HighLevel often rolls changes out over a few days, so the menus in your account may not show them straight away. The steps below follow HighLevel's own changelog and help docs, and I will update this post once I have run them myself.

WhatsApp has always been a great place to talk to leads and an awkward place to sell to them. You could send one offer per template, or several messages and pay for each one. And the moment you needed a few details from someone, you had to send them a link to a form on a website, which is exactly where a lot of leads wander off.

These two updates go straight at both problems. This guide covers what HighLevel actually released, why it matters if you run WhatsApp for client accounts, how to set up each feature step by step, and the rules and limits that will catch you out if you do not plan for them. Every fact about the features comes from HighLevel's changelog and help centre, or from Meta's own WhatsApp documentation, all linked at the bottom. Both entries went into the changelog on the opening day of LevelUp 2026, but HighLevel has not labelled them as LevelUp announcements, so I am treating them as normal releases.

What HighLevel released

There are two changelog entries, both dated 26 October 2026 and both marked as new features.

1. Carousel templates for WhatsApp

According to the Carousel templates for WhatsApp changelog entry:

• 2 to 10 cards in one message. You write the message body once, then attach between 2 and 10 cards. Customers swipe through them sideways without leaving the chat.
• Each card has its own media and buttons. Every card gets an image or video header, optional text and up to two buttons. Media is cropped automatically to fit the customer's device.
• Three button types. You can mix quick reply, call and website buttons. A quick reply answers in the thread and, in HighLevel's words, "fires a webhook you can route into a workflow". Each card's website button can carry its own variable, so every card can link to a different page.
• One message, not ten. HighLevel says a ten-card carousel is charged as a single marketing message and counts once against your messaging limits.
• Two rules to plan for. The number of cards is locked when the template is approved, and every card must match: if one card has body text, they all need it, and if one has two buttons, they all need two.

2. Forms via WhatsApp Flows

According to the Forms via WhatsApp Flows changelog entry:

• The form opens inside the chat. There is no redirect and no browser. The lead fills in the form in the WhatsApp window they already have open.
• Use the forms you already have. You pick an existing HighLevel form instead of rebuilding it, or build a new one without leaving the Flows screen.
• Live preview. Your fields show as a real WhatsApp Flow while you set it up, so you can see what the customer will see.
• Unsupported fields are left out. Field types that WhatsApp Flows cannot show are dropped before you publish, so you find out while building rather than after sending.
• Answers land in the CRM. Every response is saved in Forms, Submissions and mapped to the right contact automatically.
• Published flows stay fixed. Once a flow is published, later edits to the form behind it do not change what the flow collects.

This builds on WhatsApp Flows that HighLevel already supported for booking. Its help centre has a separate guide to in-app appointment booking with WhatsApp Flows, where the flow is linked to a calendar instead of a form.

Why this matters for agencies

If you look after WhatsApp for clients, these two features fill gaps that used to need workarounds or third-party tools. Here are the uses I would look at first. These are my own suggestions, built on what the changelog says each feature can do.

• Product and offer showcases. A shop, a restaurant or a gym can put a range in one message: new stock, menu items, class timetables or a set of seasonal offers. HighLevel's own examples include product drops, property listings, menus, class schedules and service tiers.
• Booking options. A salon or clinic can send a carousel with one card per service, each with a "Book this" quick reply. Because a quick reply can feed a workflow, the follow-up can be about that exact service, for example sending the matching booking flow or a message from the team.
• Lead capture inside WhatsApp. A quote request, a short qualification form or an enquiry form can run as a WhatsApp Flow. The lead never leaves the chat, and their answers are already on the contact record when your team picks it up.
• Onboarding and feedback. HighLevel lists onboarding, feedback and registrations as other uses for form flows. For a service business, a new client intake form sent straight after the sale is an easy win.
• Better intent data. With a carousel, the card someone taps tells you which product or service caught their eye, which is a much stronger signal than a tap on a generic "Shop now" button.
• Lower cost per offer shown. If a carousel is charged as one marketing message, showing five offers costs the same as showing one, and it counts once against the per-customer frequency limits Meta applies.

Before you start

• WhatsApp must be connected. Both features sit under Settings, WhatsApp in the sub-account, so the client's WhatsApp Business Account needs to be connected to HighLevel first.
• Create templates in HighLevel. HighLevel's template statuses and best practices guide says templates should be created from Settings, WhatsApp, Templates so they are available in workflows and messaging, rather than made directly in Meta.
• Get your media ready. For a carousel you need an image or video for every card, plus the text and button labels. Write them all before you open the builder.
• Check your form. For a form flow, pick a short form. Long forms are tiring on a phone, and some field types may be dropped anyway.
• Labels may vary. HighLevel's changelog gives the menu paths but does not show every screen, so the exact button names in your account may be a little different from what I use below.

Step by step: create a WhatsApp carousel template

Step 1: Open WhatsApp templates

In the sub-account, go to Settings, WhatsApp, Templates and click Create template.

Step 2: Choose Marketing and the Carousel type

Set the Category to Marketing and choose the Carousel type. Carousels are marketing only: Meta's own documentation says carousel cards are only available for marketing template messages. Give the template a name using lowercase letters and underscores, as HighLevel's template creation guide asks, and pick the language.

Step 3: Write the message body

Write the main message once. It sits above the cards, so use it to say what the customer is looking at, for example "Here are this week's offers. Tap the one you like." If you use variables such as {{1}} for a first name, HighLevel's guide says the body cannot start or end with a variable, and every variable needs a realistic sample value so Meta can review it.

Step 4: Add your cards

Add between 2 and 10 cards. Each one gets an image or video header, optional text and up to two buttons, chosen from quick reply, call and website. Keep every card the same shape. If one card has text, they all need text, and if one card has two buttons, they all need two. If you want each card to link to its own page, use the website button's variable so card one and card two go to different URLs.

Step 5: Decide the card count, then submit for Meta approval

Before you submit, be sure about the number of cards. HighLevel says the count is locked at approval: a template approved with five cards always sends five, and a four-card version would be a second template. Then submit it for Meta approval. HighLevel's best practices guide explains that an approved template becomes available to send and may show as Active - Quality Pending at first. If Meta rejects it, read the reason, fix the template and use the edit, resubmit or appeal option.

Step 6: Send it and follow up on the taps

Send the approved carousel from Conversations, a workflow or a bulk action. Then plan what happens after a tap. A quick reply stays in the chat and can be routed into a workflow, so you can follow up on the exact item the customer picked. A website button opens a browser, which takes them out of WhatsApp.

Step by step: send a form through WhatsApp Flows

Step 1: Create a new flow

Go to Settings, WhatsApp, Flows and click Create Flow.

Step 2: Choose Form submission

Pick Form submission as the flow type. This is the new option. The booking flows HighLevel already had are linked to a calendar instead.

Step 3: Pick the form and check the live preview

Select the form you want to send, or build a new one without leaving the Flows screen. Then look carefully at the live preview. HighLevel leaves out field types WhatsApp Flows cannot show, so check that every question you actually need is still there. If an important field has gone, change it to a simpler field type in the form before you publish.

Step 4: Set up the template that carries the form

Configure the WhatsApp template that delivers the flow, including the button the customer taps to open the form. Keep the button text clear and specific, such as "Get my quote" or "Start your booking form", rather than "Click here".

Step 5: Publish

Publish the flow. Remember that once it is published, later edits to the form do not change what the flow collects. That keeps your data consistent during a campaign, but it also means you need to come back to the flow if you change the form.

Step 6: Send it from Conversations, a workflow or a bulk action

Send the flow from Conversations for a one-off lead, from a workflow to send it automatically, for example after someone replies to an advert or taps a carousel card, or as a bulk action to a list of contacts.

Step 7: Check where the answers land

Submit a test yourself from your own phone, then open Forms, Submissions. HighLevel says each response is saved there and mapped to the right contact automatically, so you should see your test answers on your own contact record. Check this before you send it to real leads.

Limits and gotchas

• The card count cannot be changed after approval. If you need different lengths, create one template per length. Plan your ranges in fixed sets, such as a three-card version and a five-card version.
• Every card must match. Same parts on every card, same number of buttons. If one product needs an extra button, every card needs one.
• Carousels are marketing messages. They follow WhatsApp's rules for marketing templates, including Meta review and Meta's per-customer frequency limits. Only send them to contacts who have agreed to hear from the business on WhatsApp.
• Website buttons leave WhatsApp. Meta's documentation says a URL button opens the device's web browser. If you want the customer to stay in the chat, use a quick reply and follow up from a workflow.
• Meta can still reject a template. HighLevel's builder catches some variable mistakes before you save, but its guide is clear that this does not guarantee approval. Leave time for review before a campaign date.
• Some form fields will not come across. The changelog does not list which field types WhatsApp Flows supports, so the live preview is your check. Do not assume a field is there because it is on the web version of the form.
• A published flow will not follow form edits. If you add a question to the form, the published flow will not ask it. Update the flow as well.
• Test your follow-up automations. The changelog says answers go to Forms, Submissions, but it does not say whether your existing form-based workflow triggers fire for answers that come from a WhatsApp Flow. Test that with a dummy contact before you rely on it.
• Rollout may be gradual. If you cannot see the Carousel type or the Form submission option yet, the feature may not have reached your account. Check again in a few days before raising a support ticket.

For more on running WhatsApp and other channels from one inbox, read my guide to keyword search and social comments in GoHighLevel Conversations, where you can now search WhatsApp messages by keyword. If you want an AI agent to handle the replies that come back from a carousel, see my guide to using Claude or Gemini in Conversation AI and the GoHighLevel AI automation guide.