Looking to create interactive forms on WhatsApp? In this blog, we take you through a step by step guide on how to create a form on WhatsApp. Use Merren to create dynamic forms without any coding requirements.
How To Create A Survey Form On WhatsApp?
Sign up for a 14 day free trial on Merren. Merren does not ask for any credit card details. You can create free survey forms on WhatsAp messenger. You can start gathering customer data with net promoter score surveys, CES surveys or CSAT surveys. Measure CX metrics the way you want.
Step By Step Guide To Create A Form On WhatsApp
Step 1: Sign up and log in for a free account
When you login, the window will ask you for the name of the organization. Once you fill it in, you can access the ‘create a survey’ segment. You can also create a fresh template using our AI survey builder.
You can build a survey from scratch. Choose ‘create from scratch’ and fill in the name and category of the questionnaire from the drop down list.
For this exercise, we are building a form for WhatsApp. We will collect customer satisfaction metrics from our respondents with Merren CX.
Step 2: Build your questionnaire templates
Start collecting critical information from your customers. Create questions to get their details or phone number, name and email address. This is what your questionnaire will resemble.
When you click on ‘verify email address’, you can be assured that your customers will share a valid email ID. The same goes for phone number verification. This way, you can collect genuine responses.
Merren also encourages CX marketers to create multilingual questions in the ‘translation’ tab. Choose your language in the settings and don’t forget to save it. Merren will auto-translate the questions.
It’s time to create the customer satisfaction survey. Build a new section for your net promoter score survey. Enter your brand name and click on ‘create.’
Ensure that you ask for an open ended question from your respondents. This way, you can collect insights from people from their point of view. Give them ample words to formulate their experiences in their own words. The question type can either be text based, video based or a voice note. Save your settings.
Step 3: Publish your form on WhatsApp
Once you are ready with your question template, click on save. You can also preview your work. Go to preview and test and choose WhatsApp from the survey distribution panel.
This is how the preview and demo test will resemble on your phone device.
Once you are sure of your templates, you are ready to deploy the survey to your target respondents. Your WhatsApp form is ready to go!
Compatible with Android and iPhone
Merren surveys are compatible across every device including WhatsApp web. Android and iPhone users can share their responses via mobile devices or on the desktop app. This compatibility is beneficial for all survey participants across industries. A high response rate also depends on seamless technological functionality.
Build A Free WhatsApp Form with AI Survey Builder
Merren offers AI Survey Builder for the modern day marketer. Generate a free survey and view the desired questions on the dashboard. Customize it as per research requirements, preview and test it prior to launching it for your target respondents. Publish it via WhatsApp messenger platform and collect customer satisfaction metrics at a superfast pace.
Compatible with Android and iPhone
Merren surveys are compatible across every device including WhatsApp web. Android and iPhone users can share their responses via mobile devices or on the desktop app. This compatibility is beneficial for all survey participants across industries. A high response rate also depends on seamless technological functionality.
The Merren CX Dashboard for WhatsApp Form Builder:
Merren offers a sophisticated, tailored CX dashboard that brings your customer’s voice directly to you, anytime. With CRM integration, Merren enables you to segment your CX data by various factors such as location, touchpoints, personnel, product, and problem type. This dashboard aids in enhancing your customer experience management. Merren enables closing the feedback loop, and early issue detection. Contact our team for a custom-built CX dashboard tailored to your needs.
Conclusion
WhatsApp Forms are a convenient way to gather rich customer insights instantly. Since messenger apps are within our reach, it is simpler for your customers to respond to them immediately. This will ensure you get a high response rate. Additionally, when you seek multimedia responses, you can obtain media rich customer data. Merren also offers AMP interactive email surveys and web based chat bot surveys to collect customer insights.