WhatsApp Form – How to Run a Form on WhatsApp

Follow these steps to create and send out a WhatsApp Form in just a couple of minutes.

1. Start by creating a form
2. Find your form in the dashboard
3. Click on “Embed & Share”, and select the “Share Link” tab
4. Copy the link and paste it into your WhatsApp channel

And that’s it, You’re done!

What Types of Forms Can I Create on WhatsApp?

Whether you need to create an online order form, a signup form, or any other, a WhatsApp form is a great way to make sure you get the answers you need.  There are two basic types of forms you can make with Opinion Stage: standard and interactive. These are the differences between them:

Standard Form

When you want to have all your fields on one page a standard form is your best bet. It’s quick and simple to create and gets your questions asked in one space.

Here’s an example of a standard event registration form you could share with potential attendees over WhatsApp:

Interactive Form

An interactive form presents every question in a separate card and allows you to add images to every question. Filling in forms can be tiresome, which is why people often avoid them or give up in the middle of the process. Interactive forms are less intimidating and more fun. As a result, response and participation rates are much higher. 

When creating an interactive form, you can customize the question flow for each user by applying skip logic to determine which question each user will see next based on their previous answer. After you publish your form and share it on WhatsApp you can also use the drop-off report to optimize your form by analyzing where respondents lost interest and improving it accordingly. 

Here’s an example of an interactive referral form you could share over WhatsApp:

Tips for Creating Forms on WhatsApp

Only Ask What You Need to Ask

Since you’re sending your form out on WhatsApp your respondents will probably answer it on the go and on their phone. This means their attention span may be short, as they are probably surrounded by distractions. So, keep it short and simple.

If your questions are clear and easy to understand, respondents won’t have to make an effort to figure out what you want from them. Also, it’s important to define what pieces of information you really need. For example, if you are only targeting people in one country, do you really need them to fill in a country code when adding their phone number?

Tip: Don’t forget to set the essential questions as mandatory and leave the nonessential ones as optional to make sure you get what you need without losing your respondents in the process.

Use Appealing Images

You would be surprised how much good images can improve conversion rates. If a user sees an appealing image at the start of the form-filling process, they’re more likely to engage with it and complete it, especially if they encounter additional beautiful images along the way.

However, it’s important to make sure that the image and question work well together. Try selecting images that are eye-catching but also add context to the question or topic.

Tip: With an interactive form you can add a different image to every question which will make filling it in so much more fun!

Stay on Top of Results

Once you start receiving responses to your form you’ll probably want to act on them, add respondents to your mailing list, update the attendence list to your event, etc. There are two important parts to that: 

• Getting notified of submissions.
• Keeping answers organized.

In order to get notified about submissions, all you need to do is configure notifications on each submission in the form’s settings, and you’ll get an email whenever a new form is submitted. To organize responses, you could easily export form responses to Google Sheets or Google Docs. Or, you could integrate your forms with your CMS/CRM, HubSpot, or MailChimp to collect all your results in one place. 

Use a Template

Why reinvent the wheel when you can build off of an existing template with suggested questions and images you can use. Our template library is full of pre-designed and configured form templates organized by useful categories. Use them for inspiration or as a starting point for creating your own WhatsApp forms.

You can configure every aspect of WhatsApp forms, including sizes, colors, and fonts. You can even add your own logo to it. Use this opportunity to get your brand out there! 

FAQs About WhatsApp Forms