How to collect customer details before a WhatsApp chat
Most first messages say “hi” or “price?”. You then spend ten minutes asking what the person wants, for which date, and how many. A form page asks these questions before WhatsApp opens.
The answers are written into the message the customer sends. You can also save them to read in a table and export, or choose not to keep them at all.
Ce qu'il faut savoir
Étape par étape
- 1
Create a link and choose Form page
Open the Page tab of the link and choose the form.
- 2
Add your questions
Keep them few and clear. Mark the ones people must answer.
- 3
Decide whether to save answers
On, you can read and export them. Off, they only go into the message.
- 4
Share the link
People fill the form, WhatsApp opens, and they send the message themselves.
Où l'utiliser
Bookings
Date, time and number of people before the chat.
Quotes
Name, what they need and their budget, so you can answer with a price.
Support
Order number and type of problem, so you start with the facts.
Questions courantes
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