All the options for WhatsApp forms (Tutorial)

WhatsApp forms are a very powerful tool for capturing leads and improving the conversion of your WhatsApp button.

In this tutorial we explain step by step all the options you have to create and manage your WhatsApp forms with our tool.

How do you create a WhatsApp form?

From the widget creation screen, we offer you templates that already generate a widget with a form. These templates are a good starting point to generate your first form with WhatsApp with one click.

Forms belong to a Widget and within a Widget to an agent. Within a widget you can have several agents each with a different form.

For now we are going to see how to create 1 form with an agent and then we will see more complex options.

When we go to the “agents” section within the “widget” we can edit the form. If your agent has an active form, you will see the edit form button in green.

When we edit the form, we will be able to see these options.

The preview will help you review the fields and options that you are adding.

On the left side you have the fields with the different editing options.

Field types available for forms

Field type	Options	Format
Text	You don’t have. It is only validated if it is filled in if we set it as mandatory.	You don’t have. It is a free text field. We added validations for the First and Last Name format.
Selector	This is one of the most important fields in general. It allows you to create a drop-down list with options for the user to select one.	They are closed fields that you can write freely but that the user cannot change.
Selector with price	The same as the selector, but we can assign an economic value to each option.
Time	The user will be able to select a time in hours and minutes format Time format HH:MM In the webhook it arrives in this format.
Date	The user will be able to select a date freely. We added a date of birth validation.
Check	The user will be able to check this unique option. Check box
Email	It is a text field that is validated as email text @ text . text The format is validated
Telephone	It is a field that is validated with the telephone format.
URL	It is validated that the user adds a URL
Number	It is a number value field. Not letters. Free field.
Hidden	It is a hidden field that offers a series of extra options.
File	The user must attach a file.
Free Text / Help Text	Help text to add to the form It is text that you can add to the form
Gender	We added options for M / F / Others
Postal code	We added validations for Spain and the USA

Unique code for each field of each form

We have improved the code of the forms so that each field has a unique label. This label allows you to send the data to Google with improved conversions.

How to insert the form in your HTML

Once you have created your form, you can use it on your landing page, in your widget and in any HTML, PHP, WordPress page… Any CMS will do.

You just have to copy the code that you will see below the form preview and put it on your page. Each form is unique, each form generates a unique code that you can insert on your landing page. Each field of each form also generates a unique ID that you can use to improve the conversions of your Google campaigns by sending the data from that field to Google Ads.