In this tutorial, we’ll walk you through a new feature we’ve developed—one that many of you have been asking for: a button that opens a popup with a WhatsApp form on your website. Whether you’re using plain HTML or a CMS like WordPress with Elementor, this guide will show you how to set it up step by step. Let’s dive in!
We are creating a new video to explain how a user created a new version of this button.
View this video: https://youtu.be/J7NE3SRZoRE
What You’ll Achieve
By the end of this guide, you’ll have a button on your website that, when clicked, opens a popup containing a customizable WhatsApp form. This popup is powered by a widget, and we’ll show you how to configure it to suit your needs—whether you want a banner, a countdown timer, or just a simple form.

Step 1: Set Up the Widget as a Popup
- Create or Access Your Widget: Start by preparing the widget you’ll use. This could be a pre-existing WhatsApp widget or a new one you create in your dashboard.
- Enable Popup Mode: Go to the Design section of your widget settings. Look for an option called “Widget Popup” and activate it. This setting transforms your widget into a popup that can be triggered by a button.
- Customize the Widget: Add elements like a banner (optional) or a form. For example:
- Add a banner for new or returning visitors to grab attention.
- Include a WhatsApp form for users to fill out.
- Adjust settings like position (e.g., right side of the page) and visibility.

Step 2: Add the Button Code to Your Website
- Get the Button Code: The button relies on a simple piece of HTML code that triggers the widget popup. You’ll find this code in our accompanying article (linked below). It looks something like this: html
<button
data-chatwith=”cw-open”
style={{
position: ‘fixed’,
bottom: ’20px’,
left: ’20px’,
backgroundColor: ‘#25D366’,
color: ‘white’,
border: ‘none’,
borderRadius: ’50px’,
padding: ’15px 25px’,
fontSize: ’16px’,
cursor: ‘pointer’,
boxShadow: ‘0 4px 12px rgba(0,0,0,0.15)’,
zIndex: 999,
}}
>💬 Chat</button>
- This is a generic code that works with any widget on your page—no custom tweaks needed!
- Insert the Code:
- For HTML Websites: Paste the code wherever you want the button to appear (e.g., header, footer, or mid-page).
- For WordPress (Elementor): Add an HTML block in Elementor, then paste the button code inside.
- Style the Button: Customize the button’s appearance (color, size, text) using CSS or your page builder’s styling tools.

Step 3: Test the Popup
- Check the Functionality: Load your webpage, click the button, and ensure the popup appears. It should display your configured widget (e.g., with a WhatsApp form or banner).
- Adjust Settings: If the popup doesn’t behave as expected, tweak the widget settings:
- Disable the banner if it’s not needed (go to widget settings and turn it off).
- Enable the form to open directly (in the widget settings, activate Open First Agent with Form).
- Remove countdown timers or other features (under Design > Countdown, disable as needed).
Step 4: Customize the Popup (Optional)
The widget popup is highly flexible. Here are some options to explore:
- Banners: Use pre-made templates (e.g., Black Friday, Christmas) or upload your own. Banners can be horizontal or square—choose what fits your design.
- Form Behavior: Decide if the form opens immediately or after the user interacts with the popup.
- Positioning: Keep the widget discreet (e.g., a small icon in the corner) or make it more prominent.
- Auto-Open: Want the popup to load when the page does? In the widget settings, enable Load Widget Open on Page Load under advanced options.
Step 5: Use Cases and Examples
- Multiple Buttons: Add the button code in different spots (header, mid-page, footer) to trigger the same popup.
- Embedded Form + Popup: Insert the WhatsApp form directly on the page (via shortcode or widget settings) while keeping the popup button separate. Both can coexist!
- WordPress Widgets: Use the button as a trigger for a standard widget (not in popup mode) to open it on demand.
Step 6: Test Across Platforms
This solution works universally:
- HTML Sites: Add the code directly.
- WordPress, Wix, Shopify, etc.: Insert the code wherever your platform allows custom HTML.
- Mobile: Ensure the button and popup look good on smaller screens—scrolling should remain smooth.
Why This Matters
Unlike popular plugins like Contact Form 7, this approach gives you:
- A built-in CRM to track leads.
- A customizable editor for forms and popups.
- Design flexibility without extra plugins.
- Unlimited options to experiment with—no plan upgrades or hidden costs.
Whether you’re running a campaign, promoting an offer, or capturing leads, this button-popup combo lets you place calls-to-action exactly where you need them.
Final Tips
- Experiment: Test different setups (popup vs. button vs. auto-open) to see what works best for your audience.
- Resources: Check the full code and example page in the article linked below.
- Feedback: Let us know how it works for you—we’re here to help!