How to Create a Form on WhatsApp with WAX

WhatsApp forms via WAX (marketing template) allow you to easily collect customer data directly within the conversation. Each response is automatically integrated into your CRM, making it easier to track, segment, and personalize your marketing actions.

🚀 Best Practices Before You Start

Personalize your message with the customer’s first name
Be clear about the form’s purpose and the time required (e.g. “Takes 1 minute to complete”)
Optimize for mobile: short messages, simple fields
Add an engaging call-to-action (e.g. “Start now 👇”)
Reassure users about data privacy

(See the step-by-step tutorial below)

✅ Setup Steps

1️⃣ Create the Introduction Template

In the Flow Builder, drag and drop the Form block into the workspace
Click Select Template
Write your introduction message (e.g. “Hi {{first_name}}, we’d love to get to know you better! This form takes just 1 minute 👇”)
Validate and create the template

2️⃣ Build the Form

Click Create Form
Configure your fields:
- Text Input → for simple info (e.g. first name, city)
- Text Area → for detailed answers (e.g. needs or feedback)
Link each field to a Contact Attribute (existing or new)
Organize your fields: set them as required or optional, and reorder by drag-and-drop

3️⃣ Validate and Publish

Save the form
Submit it for META approval
Once approved, connect it to a confirmation template (e.g. “Thank you, your information has been saved 🙌”)

4️⃣ Use the Collected Data

Profile View: find all customer info directly in their profile
Segments: target users based on attributes (e.g. customers by city, product preferences)
Export: analyze data in CSV for deeper insights

✅ Setup Steps

1️⃣ Create the Introduction Template

2️⃣ Build the Form

3️⃣ Validate and Publish

4️⃣ Use the Collected Data

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