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How-to guideChatbot and AI

Send a WhatsApp form

Send customers a published form from a chat, a template or a bot flow, and read their answers.

5 minutesOwners and adminsUpdated

Before you start

Section titled “Before you start”

From a chat

Section titled “From a chat”

Forms are sent from a chat through a saved reply with a form button.

  1. Go to Inbox > Saved replies and click Add response.
  2. Enter the Name, a Shortcut like book, and the Content: the message above the button.
  3. Under Buttons, add a Flow button. Its title is the button’s label, like Book a fitting, and choose the form.
  4. Click Create.
  5. In the chat, type /book, choose the reply and click Send.

A form button can’t be mixed with other buttons in the same message.

In a template

Section titled “In a template”

To send a form to customers who haven’t written in the last 24 hours, or in a campaign, add an Open a form button to a template, choose the Form, and get the template approved.

From a bot flow

Section titled “From a bot flow”

Add a WA Flow step to a bot flow and enter the form’s Meta ID. The answers become the flow’s saved values, ready for the next steps.

Read the answers

Section titled “Read the answers”

When a customer submits the form, the chat shows Form submitted with each question and their answer.

Section titled “Related”