WhatsApp for Surveys – A Complete Guide on How to Send Surveys through WhatsApp

August 24 2023

If you’re looking to collect surveys from customers in a personal and efficient way, WhatsApp is the solution for you. Companies are constantly looking to scale their growth, using data and feedback from their customers. But getting to the customers has always been a huge challenge, as has collecting their responses. Here is where WhatsApp and its massive reach come into play.

Being the most popular messaging platform globally it is safe to say that your existing customers are already using WhatsApp. You can send messages using a single business number but that is time-consuming and can be extremely inconvenient. To make it easy for companies to use WhatsApp for surveys, WhatsApp Business API platforms come into the picture.

These platforms allow businesses to send surveys, notifications, and messages directly to their customer’s WhatsApp accounts. In this guide, we’ll walk you through setting up your account and using WhatsApp for surveys.

TL;DR

Set up a WhatsApp Business Account and fill it up with your business details
Create a survey using a reliable tool like Google Forms and import it as a link or QR code
Optimize the message with the link and personalization keeping it within the character limit
Create a broadcast list if you are using native WhatsApp or use a contact segment built using the API
Send your survey and track it using third-party tools or certified WhatsApp BSPs like kwiqreply

1. Set Up a WhatsApp Business Account

Before you can start sending surveys through WhatsApp, you’ll need to set up a WhatsApp Business account. To use an existing WhatsApp account, delete the existing account and apply for a Business Account using the same number. In doing this, the existing chats and data will be deleted. Applying for an Official WhatsApp Business account can also be done through the WhatsApp Business API, which requires approval from WhatsApp. You’ll need to provide information about your business, including your website, business email, and a brief description of your business. Once approved, you can start using WhatsApp for surveys and other messaging purposes.

2. Create Your Survey Using Survey Tools

The first step in sending surveys through WhatsApp is to create your survey using a survey tool. There are many survey tools available online for this purpose, such as SurveyMonkey, Google Forms, and Typeform. These tools allow you to create customized surveys with various question types, including multiple-choice, open-ended, and rating scales. Once created, you can export your survey as a link or QR code to share with your WhatsApp contacts.

3. Optimize Your Message for WhatsApp

When sending your survey link through WhatsApp, it’s important to remember that the character limit for incoming messages is 4096. Make the message convincing enough to make the user click on the survey link and fill out the survey. Additionally, adding fields for customization and personalization based on user data can help increase open rates and engagement. Once you have a good message that includes the survey link and is under the character limit, your message is good to be sent to your customers. If the message is slightly longer than the limit, it may be cut off or not fully clickable. To avoid this, you can use a URL shortener such as Bitly or TinyURL to shorten your survey link. This will not only make it easier to share through WhatsApp but also make it more visually appealing and professional-looking.

4. Create a Broadcast List of Recipients

To send your survey to multiple recipients on WhatsApp, you can create a broadcast list. This allows you to send the same message to multiple contacts without having to individually select each one. To create a broadcast list, open WhatsApp and go to the Chats tab. Then, tap on the three dots in the top right corner and select “New broadcast”. From there, select the contacts to include in the broadcast list and create your message with the survey link.

Since recipients will be able to see that the message was sent to a broadcast list, personalize your message accordingly. Alternatively, to avoid showing the message as a broadcast, you can use a WhatsApp Business API tool like kwiqreply. Through the API you can directly send messages to the customer with personalization using Bulk Messaging. The API is more professional and creates authority as the message is sent through the company’s official WhatsApp Business Account. Depending on the company’s digital presence, this can also be verified with a Green Tick, adding credibility to your messages.

5. Send Your Survey and Track Responses

Finally, you can send surveys through WhatsApp which can reach a large audience quickly and easily. But once you’ve sent out your survey, how do you track responses? One option is to use a survey tool that integrates with WhatsApp, such as SurveyMonkey. With SurveyMonkey, you can create and send surveys through WhatsApp, and track responses in real-time.

Another option is to use the WhatsApp Business API tool’s smart dashboard to get insights on the bulk message campaign. These dashboards have a detailed view of the total data of messages sent, opened, clicked, replied and much more. You can also export your data to analyze it further. Or you could manually track responses using a spreadsheet or other tracking tool. Just make sure to keep track of who has responded and who has not. This lets you formulate a nudge to follow up with those who haven’t completed the survey yet.

The best option is to rely on the WhatsApp Business API tool to gather the metrics for the total responses. Its tools will tell you exactly how many users filled out your survey along with any other relevant metrics.

At kwiqreply, we help you fully leverage the features of the WhatsApp Business API for your organization. kwiqreply is a trusted WhatsApp Business Solution Provider that has helped companies scale up their sales and customer satisfaction. It brings you tried and tested features like bulk messaging, custom message templates, quick response message buttons, etc. Combined with WhatsApp’s capability for media-rich messages, you can send visually appealing messages and gather data for your surveys.

So, seize the opportunity, leverage WhatsApp's potential, and propel your business toward sustainable growth and success! Know more about WhatsApp Business API’s features and start sending surveys by checking out our website today!

Click here to book a free demo and let us show you how you can do more business with WhatsApp.