How to create a simple form to collect data in the WhatsApp Business application?
If you are looking for a simple and effective way to collect data from your customers through the WhatsApp Business application, you are in the right place. In this article, we will show you step by step how to create a simple form to collect data in the WhatsApp Business application, without the need to use additional tools. With this function, you will be able to collect important information from your customers quickly and directly, facilitating communication and data management for your company. Read on to find out how to implement this tool and improve the way you interact with your customers through WhatsApp Business.
- Step by step -- How to create a simple form to collect data in the WhatsApp Business application?
- Step 1: Open the WhatsApp Business application on your mobile device.
- Step 2: Go to the “Settings” tab in the top right corner of the screen.
- Step 3: Select the »Business Tools» option from the drop-down menu.
- Step 4: Within “Business Tools”, choose the “Forms” feature to begin creating a new one.
- Step 5: Click “Create form” and select the type of form you want to create, whether contact, registration, survey, or custom.
- Step 6: Complete the requested information to personalize your form, including questions, response options, and a thank you message.
- Step 7: Once you have finished setting up your form, click “Save” to save the changes you made.
- Step 8: Copy your form link and share it with your contacts via WhatsApp Business to start collecting data.
FAQ
FAQ: How to create a simple form to collect data in the WhatsApp Business application
1. What is the function of creating a form in WhatsApp Business?
Creating a form in WhatsApp Business allows you to collect information from your clients in a more organized and efficient way.
2. What steps should I follow to create a form in WhatsApp Business?
1. Open the WhatsApp Business application on your device.
2. Go to the conversation with the customer you want to send the form to.
3. Tap the menu icon (three dots) in the upper right corner.
4. Select the “Forms” option.
5. Click on “Create form”.
6. Enter the title and questions you want to include in the form.
7. Save the form and send it to the client.
3. Can I customize the form according to my needs?
Yes, you can customize the title of the form and add the questions that you consider relevant to collect the information you need from your customers.
4. Can I include multiple choice questions on the form?
Yes, you can add multiple choice questions so your customers can select the answer that best fits their situation.
5. How can I make sure that my clients fill out the form correctly?
1. You can include clear instructions in each question to guide your clients.
2. Verify that the form is well structured and easy to understand.
3. Follow up with your client to confirm if they have completed the form.
6. What type of information can I collect through the forms in WhatsApp Business?
You may collect information such as names, phone numbers, addresses, product or service preferences, comments and suggestions, among other data relevant to your business.
7. How can I access the data collected through the forms?
The data collected through the forms will be available in the “Forms” section in WhatsApp Business, where you can view and manage your customers' responses.
8. Is there any additional tool to analyze the collected data?
Yes, you can export the collected data to a CSV file for analysis in other platforms or data management tools.
9. How many forms can I create in WhatsApp Business?
There is no specific limit to the number of forms you can create in WhatsApp Business, so you can adapt them according to the needs of your business and clients.
10. Is it necessary to have a WhatsApp Business account to collect data through forms?
Yes, you must have a WhatsApp Business account to access the feature of creating and sending forms to your clients.