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गाइड

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.

क्या जानना ज़रूरी है

  • A complete first message

    Name, need, date or budget arrive in the first line of the chat.

  • Many types of question

    Short and long text, email, phone, number, dropdown, choices, date, time and date range.

  • Steps with a progress bar

    Split a longer form into steps so it feels short on a phone.

  • Optional saving

    Turn saving on to keep answers encrypted and export them as a CSV. Leave it off to only build the message.

कदम दर कदम

  1. 1

    Create a link and choose Form page

    Open the Page tab of the link and choose the form.

  2. 2

    Add your questions

    Keep them few and clear. Mark the ones people must answer.

  3. 3

    Decide whether to save answers

    On, you can read and export them. Off, they only go into the message.

  4. 4

    Share the link

    People fill the form, WhatsApp opens, and they send the message themselves.

कहाँ इस्तेमाल करें

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.

आम सवाल

Premium

फ़ॉर्म पेज

पहले सवाल पूछें और जवाब WhatsApp संदेश में जोड़ें।

और जानें: फ़ॉर्म पेज
Premium

लैंडिंग पेज

आपके परिचय और कई WhatsApp बटन वाला एक छोटा पेज।

और जानें: लैंडिंग पेज
गाइड

Prefilled message examples

Message ideas for orders, bookings, support and ads, plus tips.

और जानें: Prefilled message examples

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