Why it matters
Forms allow you to collect structured information directly from contacts, such as applications, surveys, confirmations, or file uploads. Each form generates a unique link that can be inserted into SMS or email campaigns, making it easy to gather responses at scale and feed them into your workflows.
Key Concepts
Form: A mini landing page created in Whippy to collect contact details, responses, or uploaded files.
Form elements: Components such as text fields, email inputs, file uploads, checkboxes, dropdowns, and signature fields used to build a form.
Responses view: A tab showing all submissions collected from a form.
Form link: A unique URL generated for each form that can be inserted into campaigns or automations.
Step-by-Step: Create and Use a Form in Campaigns
Navigate to Forms.
Go to Campaigns → Forms to view all forms in your organisation.
Create a new form.
Click Create form, give your form a title, and click Create form again to open the form builder.
Build your form.
Use the form elements on the left to add fields such as:
Input field
Email or phone number
File upload
Checkbox or radio buttons
Date picker or slider
Headings, images, or text blocks
Select any element to edit its label, description, placeholder, and required settings.
Adjust layout and appearance.
In Appearance settings, choose:
Default or conversational form style
Background, button, and text colours
Branding customisations
Configure submission settings.
In Submission settings, set:
Redirect URL or thank-you message
Submit button text
Email notifications for submissions
Whether to treat form submissions as inbound messages
Save and preview your form.
Click Save form and then Preview form to test the form before sharing.
Copy your form link.
Use the copy icon beside the form link to copy the unique URL.
Insert the form link into a campaign.
Paste the link into your SMS or email campaign message. Whippy will automatically shorten and track link clicks unless link tracking is disabled.
Tips and Best Practices
Keep forms short to increase submission rates.
Use descriptive labels and placeholder text to guide respondents.
Enable email notifications if you need to take action quickly on submissions.
Add a redirect URL to guide users to a next step (for example a thank-you page or onboarding instructions).
Use file upload and signature fields for workflows such as applications, approvals, waivers, or document collection.
Troubleshooting
Issue | Possible Cause | Fix |
Form not saving | Required field incomplete | Ensure every element with a required toggle has a label and valid settings. |
Contacts not submitting responses | Form not linked correctly in campaign | Recopy and paste the form link into the message and preview it. |
Incorrect colours or formatting | Appearance settings not applied | Reopen appearance settings, adjust values, and click Save. |
No email notifications received | Notification emails not added | Add one or more email addresses under Submission settings. |