Create WhatsApp Forms for your agency and capture qualified leads

Here is a step-by-step guide for WordPress developers to create and integrate WhatsApp forms for lead capture, based on the described process:

View this tutorial in video > https://www.youtube.com/watch?v=H-VvqGydsSg

Step 1: Create a Simple WhatsApp Form

  1. Access Your White Label Account:
    • Log into your white label account on the platform where your widget tools are hosted.
  2. Navigate to Widgets:
    • Go to the “Widgets” section to start creating your form.
  3. Create a New Widget:
    • Click on “Add Widget” and name it, e.g., “My Leads for My Agency”.
    • Add a logo if desired.
  4. Configure the Form:
    • Add fields:
      • Name: Martin (or your name)
      • Phone Number: Your contact number for WhatsApp chat.
      • Request: A field for clients to specify what they want, e.g., “I want a proposal for my campaign.”
  5. Save the Widget:
    • Save your widget configuration.

Step 2: Use or Customize a Template

  1. Choose or Modify a Template:
    • Use one of the provided templates or customize by adding/removing fields:
      • Name
      • Email (optional)
      • WhatsApp Number
      • Request or “I want more information”
  2. Set Up the Form:
    • Ensure the form is simple and quick to fill out, ideally under two minutes.

Step 3: Integrate with Your Website or Landing Page

  1. Add to Your WordPress Site:
    • Use a plugin like “Form to Chat” or similar that allows embedding WhatsApp forms:
      • Install and activate the plugin using the custom WordPress plugin. Go here to download this free plugin.
      • Copy the widget code from your platform and paste it into the WordPress page or post where you want the form to appear. Use custom HTML blocks if needed.
  2. Customize the Landing Page:
    • If using a default landing page: Go to settings and remove unnecessary elements like QR codes or social sharing buttons for a cleaner look.

Step 4: Create More Advanced Forms

  1. Clone the Simple Form for More Complexity: Name it “Level Two WhatsApp Form for My Agency”.
  2. Add More Detailed Questions:
    • Budget for Campaigns: Dropdown with options like “Less than $1,000”, “$1,000 – $3,000”, etc.
    • Services Needed: Another dropdown for services like “New Website”, “Redesign”, “SEO”, etc.
    • Make fields mandatory or optional as required.
  3. Conditional Logic: Implement conditional fields to display additional questions based on selections, e.g., show budget options only if “Ads and Campaigns” is selected.

Step 5: Advanced Lead Qualification

  1. Email Filtering: Set up rules to filter out non-corporate emails (e.g., Gmail, Hotmail). If a non-corporate email is entered, the form submission does not proceed to WhatsApp but is stored or closed.
  2. Scoring System: Introduce a scoring mechanism based on responses:
    • Budget selection could score leads as Gold, Silver, or Bronze.
    • Use this score to segment leads or assign them to specific agents.
  3. CRM Integration: Ensure all form data is sent to your CRM for further management and analysis.

Step 6: Final Touches and Deployment

  1. Design the Landing Page: Choose an aesthetic template or customize the current one to match your brand.
  2. Testing: Test the form on different devices to ensure responsiveness and functionality.
  3. Deployment: Publish your landing page or integrate the form into your WordPress site.
  4. Analytics and Tracking: Use the system’s analytics to track lead sources, whether from organic traffic or paid campaigns.

Step 7: White Labeling and Unlimited Use

  • White Label Configuration: If your platform allows, configure your domain for white labeling to maintain brand consistency.
  • Unlimited Use: Ensure your setup allows for unlimited form submissions and interactions.

This tutorial should help developers and agencies set up effective lead capture forms directly linked to WhatsApp, enhancing client interaction and lead management. Remember, the exact steps might vary based on the specific tools or plugins you use within WordPress.

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