Create The WhatsApp Form

Create A Message Template

Before creating a form, you must first create or have a message template. A message template is the message that will be sent after the form is submitted.

To create one, go to the Message Templates menu and click the Add Message Template button.

Create a title for your message template as your reference. Then, create the messages. Click the save button after you are done. As example:

After you save the message template, make sure you change its status to Active.

This is the preview of the message template:

Create A WhatsApp Form

To create a WhatsApp Form, go to the Create & Customize Form section and click the Create Form menu.

Now, complete all the required details:

• Form Type: Currently only have Lead Form. Just pick this.

• Title Form: Create any name for your form. Just for your reference.

• WhatsApp ID: Choose your WhatsApp account. This will be the message sender.

• Message: Choose a message template that you created before in the message templates.

Click the save button after you are done.

Customize The WhatsApp Form

After you created the form, now you need to customize your form. To do this, go to the List Form menu. Then click the Customize Form button under the Action section.

Now, complete the other fields (logo form, thumbnail form, and description form) as you require. You also can customize your description to make it more presentable. Then. click the save button.

After saving the form, you can click the Preview button to see the preview of your form. Or you can proceed to publish the form by clicking the Publish Form button.

By default, the WhatsApp Form will have the First Name, Email, and Phone Number fields. These are the data that you will be collecting. For example, this is the preview of the form that I created:

You also can add a few other fields to your form. Just click the Add Input button.

This is a preview of the form with additional fields:

After you publish the form, please make sure that the status of the form is Publish and it is Active. Click the Copy URL button to get your form link. You also can edit or delete your form by clicking the buttons under the Action menu.