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WhatsApp Survey: How to Make & Share a Survey for WhatsApp

Parvathi Vijayamohan

20 June 2023

4 min read

WhatsApp has become super popular as a communication platform – and not just for chats and calls anymore. It’s also a total game-changer for organizations who want to conduct surveys. So in this blog post, we will guide you through the process of setting up and running a WhatsApp survey

I. Getting Started: Setting Up Your WhatsApp Survey Feature

1: Log in to your SurveySparrow account and go to your account settings.

2: Under the Messaging section, select WhatsApp. Switch on the toggle for your WhatsApp Business Service provider. 

3: Enter your account identifier and product token. If you don’t know what they are, here’s how you can get them from your WhatsApp Business account

4: Click Connect

Connect your WhatsApp Business Provider account to enable WhatsApp surveys

Your WhatsApp survey feature is active, and ready to be customized!

For more insights, check out our help article: How to Connect Your WhatsApp Business Provider account with SurveySparrow

II. Creating a Survey for WhatsApp

1: Define your survey objectives and target audience.

2: Craft your WhatsApp questionnaire from scratch with our drag-and-drop form builder. Add supporting images or videos. 

3: Or, choose from one of our survey templates. Use as it is or customize as you like. 

4: Personalize the survey flow for different respondents with survey logic and variables.

Quickly create sleek WhatsApp surveys with SurveySparrow's drag-and-drop form builder.

III. Running the Survey on WhatsApp

1: Navigate to the Share section and select WhatsApp.

2: Select the Contact list(s) to share your survey with.

3: Choose a message template and language. 

4: Personalize the placeholder message with variables and the survey link. 

Customize the template and content of your message.

You can monitor the edits in the preview pane.

Once finished, give it a final look. Then click Save and Send.

IV. Monitoring Survey Performance

1: Navigate to the Share section.

2: Click on a WhatsApp share.

3: View the number of messages sent, delivered, and seen.

Analyze the survey results.

This will help you analyze the effectiveness and delivery of your WhatsApp share. 

For more insights, check out our help article on WhatsApp surveys

Tips for Creating a WhatsApp Survey

Creating an effective WhatsApp survey is all about nailing the details. Here are some expert tips and best practices to level up your WhatsApp surveys:

1. Craft Compelling Survey Questions: 

Your questions should be clear, concise, and relevant. Avoid bias or leading questions that might influence responses. 

Additionally, get creative and keep your participants engaged. Mix things up with 30+ question types like multiple-choice, rating scales, and open-ended questions. 

2. Leverage Survey Logic and Variables: 

Spice up your survey with some interactive magic. Use skip logic to show or hide questions based on previous responses. It’s like tailoring the survey to each participant’s journey. 

And don’t forget variables—they allow you to personalize your survey invitations and messages. It’s all about making your participants feel special.

3. Optimize for Mobile: 

WhatsApp is all about mobile devices, so make sure your survey looks and works great on phones and tablets. Keep the layout clean, font size readable, and formatting mobile-friendly

Additionally, test it on different devices and screen sizes to ensure a smooth experience for everyone.

4. Keep Surveys Short and Engaging: 

Nobody likes a never-ending survey so keep it short and sweet. Focus on the essential questions that provide the insights you need. 

If you have a longer survey, break it down into smaller sections. And don’t forget to add some fun elements like images, videos, or emojis to keep things interesting.

5. Provide Clear Instructions: 

Give your participants clear and simple instructions on how to complete the survey. Explain the purpose, estimated duration, and any specific guidelines. Use examples if necessary. 

And don’t forget to show appreciation for their time and effort. Gratitude goes a long way.

6. Test and Iterate: 

Before you unleash your survey on WhatsApp, do some testing. Check for any technical glitches or confusing parts. Try it on different devices to ensure it looks great everywhere. 

Get feedback from a small group of participants and fine-tune your survey based on their input. It’s all about making it a smooth and enjoyable experience.

WhatsApp as a Powerful Platform for Conducting Surveys

Let’s explore the unique advantages WhatsApp offers for conducting surveys:

  1. Widespread Usage: WhatsApp has a huge user base with over 2 billion active users worldwide. That means you can reach a diverse audience from different backgrounds and places. It’s like tapping into a global network of potential survey participants.
  2. High Engagement Rates: According to BloggingWizard, people are nearly 50% more responsive on WhatsApp compared to other communication channels. It’s a platform where conversations happen quickly and conveniently. So when you send out a WhatsApp survey, there’s a much higher likelihood of getting prompt responses. That’s gold for survey creators like you.
  3. Real-Time Interactions: One of the coolest things about WhatsApp is that it allows real-time interactions between you and your respondents. You can have conversations with them, clarify doubts, and dive deeper into their thoughts. It’s like having a direct line of communication with your audience, making the whole survey experience more personal and engaging.

Wrapping Up

Conducting a survey on WhatsApp opens up new avenues for gathering feedback and insights from your audience. 

By following our comprehensive guide, you can create and run insightful surveys for WhatsApp, harnessing the power of this popular communication tool. It’s time to embrace the opportunities offered by WhatsApp surveys to drive your business forward. Get in touch with our team to learn more, or sign up below to try our survey software for free

Parvathi Vijayamohan

Growth Marketer at SurveySparrow

Fledgling growth marketer. Cloud watcher. Aunty to a naughty beagle.

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