WhatsApp Forms

WhatsApp Forms (also called WhatsApp Flows) let you create interactive, multi-step forms that customers can fill out directly inside the WhatsApp chat. They’re useful for collecting structured information like lead details, appointment bookings, or survey responses.

Accessing Forms

Navigate to Channels > WhatsApp and click on Forms in the sidebar, or go directly to the forms page from your WhatsApp channel.

Creating a Form

1. Click Create Form to start the form builder
2. Design your form by adding screens and input fields
3. Configure the form settings
4. Publish the form

Form Builder

The form builder lets you design multi-screen forms with various input types:

• Text Input — Single or multi-line text fields
• Dropdown — Selection from a list of options
• Radio Buttons — Single selection from visible options
• Checkboxes — Multiple selection
• Date Picker — Date selection
• Optional/Required — Mark fields as required or optional

Each form can have multiple screens, allowing you to break long forms into steps.

Using Forms in Workflows

You can trigger a WhatsApp Form from a workflow and capture the submitted data:

1. In a workflow, use a Send Message block configured to send the form
2. The customer fills out the form in WhatsApp
3. Use the system variable $$isWhatsappFlowSubmitted to detect when the form is submitted
4. Use an Extract JSON block to parse the submitted data into variables

Limitations

• WhatsApp Forms are available only on supported WhatsApp client versions
• Forms must be published before they can be sent to customers
• The form design must comply with Meta’s WhatsApp Flows guidelines