Scout
Forms
Asking several things at once, inside WhatsApp, and where the answers land.
Some things are a form, not a conversation. An address, a date and a time are three questions that a customer would rather fill in on one screen than answer one at a time.
- Delivery detailsForm
- They send “Delivery details sent”
- Got the addressMessage
Making one
Forms are built in the project, under WhatsApp Forms, and sent from a bot step or from the chat composer. A form has to be published before a bot can send it.
Where the answers go
Two places, and they are the same answers:
- Form Responses, in the project menu, is every submission with the fields as a table.
- The bot, which can read the answers in its next steps and save the ones it needs to keep.
A bot can also start on a form being submitted, so a form somebody filled in yesterday can be what begins the conversation today.
A form sent for an order collects the delivery address for that order, so what the customer fills in becomes part of the order rather than a separate record to match up later.
