Welcome to WAPTO!
1. Overview
The WhatsApp WhatsApp Form is a powerful no-code interface for creating interactive forms and Meta Flows. These forms allow businesses to collect structured data—such as leads, feedback, or appointment details—directly within the WhatsApp ecosystem. By providing a low-friction interaction, Meta Flows significantly boost response rates and operational efficiency.
2. Creation Protocol
Building a high-converting form follows a 3-step sequential workflow to ensure proper data capture and visual consistency.
Step 1: Basic Setup
Define the identity and integration settings of your form.
- Form Name: Internal identifier (e.g., "Lead Capture Form").
- Description: Brief overview of the form's purpose.
- Category: Select the category for your form and this categories are allow by meta.
- Submission Settings: Configure what happens after a user submits the form.
Step 2: Form Designer (Visual Builder)
The main drag-and-drop workspace where you construct your field architecture.
Component Library
- Basic: Heading, Text Input, Text Area, Number.
- Contact: Email, Phone.
- Selection: Dropdown, Single Choice, Checkbox.
- Date & Time: Date Picker.
Field Settings
- Display Label: What the user sees (e.g., "Full Name").
- Field Name: The immutable key used in APIs (e.g., `user_name`).
- Placeholder: Helpful hint text inside the field.
- Required: Enforce mandatory input.
3. Creating Response Resources
Response Resources allow you to package your published forms into interactive message snippets that can be sent manually or automatically. To create a Form Flow resource:
- Navigate to Response Resources and select the Form Flow content type.
- Click Add Form Flow to open the creation modal.
- Resource Name: A unique identifier for this resource.
- Message Body: Enter the text that will accompany the form link.
- Button Text: Customize the action button (e.g., "Start Inquiry").
- Select Flow: Choose from your list of Published forms.
4. Keyword Trigger Integration
Automate your form delivery by linking them to specific keywords. When a contact sends a matching keyword, the system instantly replies with the configured Form Flow resource.
- Go to Keyword Trigger and click Add New Keyword Action.
- Keywords: Define the terms that will trigger the response (e.g., "Form", "Apply").
- Matching Method: Select from Exact Match, Contains, or Starts With.
- Reply Material: Select Form Flow as the reply type and choose the resource you created.
5. Strategic Governance
- Cognitive Load: Use Pagination (Step 1) for forms with more than 5 fields to prevent abandonment.
- Payload Integrity: Ensure Field Names (Step 3) are in `snake_case` if you plan to integrate with external Webhooks.
- Visual Trust: Use brand-consistent Theme Colors to maintain a professional look.
- Drafting: All changes are auto-saved as drafts; remember to click Publish to push the form live.
Troubleshooting: If a field is missing in the submission, verify that the Field Name is unique across the entire form.