WhatsApp Forms

WA Forms are interactive forms that open inside WhatsApp. Customers fill them in without leaving the chat, which makes them far easier to complete than a website form. Use them for enquiries, bookings, admissions, feedback and lead qualification.

#Create a form

1. Open WA Forms and click Create New Form.
2. Enter a Form Name. Each name must be unique, because WhatsApp rejects duplicate names.
3. In the Builder, drag or click Form Components onto the canvas: text fields, email, phone, dropdowns, choices, dates and a consent checkbox such as "I agree to the terms and conditions".
4. Select a field to edit its Field Properties: the Display Label customers see, and the Variable Name used inside Nexora.
5. Check What customers see in the preview, then publish the form.

#Send a form

• In a template, add a Flow button and pick the published form. See Create a template.
• In the Team Inbox, send it from the reply box as a WhatsApp Flow while the 24-hour window is open.
• In an automation flow, send the template that contains it.

#See answers

Open the form and go to Submissions. Each submission is also saved on the contact, and the conversation shows Form submitted with the answers.

#If the form shows a setup warning

If you see Flows encryption is not set up yet, your WhatsApp number needs a one-time setup before forms can be sent. Contact support and we'll set it up for you.