WhatsApp Forms in Triochat

With the WhatsApp Business API, companies can go beyond simple conversations and provide interactive experiences—one such innovation is WhatsApp Forms. These forms transform regular chats into dynamic, two-way interactions, making it easier than ever for customers to share information, give feedback, or complete requests without leaving the app. These forms are fully integrated with WhatsApp's conversational interface, enabling customers to provide details or complete actions using text inputs, quick reply buttons, and dropdown menus—all within the flow of a chat.

🚀 Implementation of WhatsApp Form

Step 1: Choose a Platform

Select a provider like triochat, which supports WhatsApp Forms as part of its Official WhatsApp Business API suite. By partnering with a trusted API platform like triochat, businesses gain the tools to transform WhatsApp from a simple messaging app into a powerful interactive channel that drives customer engagement, lead generation, and operational efficiency.

Step 2: Creating a Form

1. Go to Form Builder from the left navigation in your Triochat Account
2. Click the "New Form" button on the right side
3. Provide the name for your Form you are creating
4. You can add multiple screens in the form by clicking on the "New Screen"

💡 Important Limits:

• You can add up to 100 screens to a WhatsApp Flow
• Each screen can include:
  • Up to 3 image components
  • Up to 20 Single choice or Multi-choice components
  • More than 20 Dropdown components
  • Up to 5 Opt-in components
• Maximum number of components per screen is 100

📝 Text Flow Components

✍️ Text Answer Flow Components

🎯 Selection Components

💾 Saving and Publishing Your Form

Once you are done adding the relevant components in your Form Builder:

1. Click on the 'Save as draft' button on the right side of the window

   • It will save your current draft
   • You can edit and duplicate the draft form
   • ⚠️ Note: These draft forms cannot be sent further to the customers

2. After creating the form, click on the "Publish Form" button to make it available for sharing with customers

   • The published form can then be shared either through a separate message template or via bulk messaging campaigns
   • You can edit the form after publishing; however, any changes require republishing the form to update the live version
   • Additionally, you have the option to deprecate a published form, which disables it from being sent to customers further

📨 Create a Message Template for WhatsApp Forms

Once the form is created, the next step is to create a message template for that form. This process allows you to send the form as an approved message through the Triochat.

Step 1: Access Message Templates Section

Navigate to the Message Templates area in your Triochat dashboard. This section manages all pre-approved template messages that can be sent proactively to users.

Step 2: Initiate Template Creation

Click on the option to create a new message template. You will be prompted to define the template's details such as category (e.g., marketing, utility), language, and template name.

Step 3: Design the Template Body with Form Elements

Compose the message content to include prompts and placeholders for the form inputs. Depending on supported interactive features, you can add buttons, quick replies, or dropdown menus that guide users in filling out the form in the chat. Ensure the structure matches the form's intended flow.

Step 4: Submit for WhatsApp Approval

Once designed, submit the template to WhatsApp for review. The approval process typically takes a few hours to a day, during which WhatsApp verifies that the template complies with their policies and guidelines.

Step 5: Post-Approval Use

After approval, the template can be sent to prompt users to fill out the form. It can be sent separately or through bulk messaging.

💡 Learn More: To know about how to send bulk messages, check out our bulk messaging documentation.

📊 Viewing WhatsApp Form Responses

Once customers have submitted their responses through WhatsApp Forms, you can easily access and monitor these replies within your platform or API provider's dashboard. Typically, responses are collected and organized under the specific form or flow used to collect data.

Access the Response Section

Navigate to the section dedicated to forms, flows, or message interactions.

Locate the Relevant Form or Flow

Select the published form or conversational flow for which you want to see responses.

View and Manage Responses

Responses are presented in a structured format, showing details such as:

• Customer names
• Phone numbers
• Timestamps
• The answers provided for each form field

Download or Export

Triochat offers export options for offline analysis.

Real-Time Updates

Responses are updated in real-time when you click on the refresh button as customers submit their forms, enabling timely follow-ups or automated actions.

🎯 Conclusion

WhatsApp Forms empower organizations to deliver more personalized, responsive, and efficient interactions—right where their customers already are.

Get started today by creating your first WhatsApp Form in Triochat and experience the power of smarter, more connected conversations.

💡 Learn More: To know more about the WhatsApp Forms in Triochat, check out our blog section for detailed guides and best practices.