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WhatsApp forms are multi-screen questionnaires that customers complete inside WhatsApp. You build them in Chatarmin, publish them to your WhatsApp Business account, and open them with an Open form button on a message template.
WhatsApp forms are not the same as Chatarmin Flows. Flows automate conversations in Chatarmin; WhatsApp forms are Meta-native forms opened from a template button.

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When to use it

Use WhatsApp forms when you want structured answers without leaving WhatsApp—for example surveys, lead capture, sign-ups, appointment requests, or support intake.

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Set it up

1

Open WhatsApp forms

In the dashboard, go to Templates → WhatsApp forms, or open WhatsApp forms.
2

Create a form

Click New form, enter a name (each form needs a unique name on your WhatsApp account), and click Create.
3

Build screens

Add one or more screens. For each screen, set a screen name, add content blocks, and set the footer button label (for example Continue).You can add:
  • Text — heading, subheading, paragraph, small note
  • Media — image (PNG or JPEG, up to 5 MB) or embedded link
  • Text answer — short answer, long answer, or date
  • Selection — dropdown, single choice, multiple choice, or consent (opt-in)
Drag screens and fields to reorder them. Answer fields need a label, an answer name (lowercase, no spaces, unique across the whole form), and you can mark whether the customer must answer.
4

Save and publish

Click Save. Fix any validation messages shown at the top of the editor. When the form is valid, click Publish so customers can open it.Use WhatsApp preview (after save) to see the form as customers see it on WhatsApp.
5

Add the form to a template

When creating or editing a template, add a button and choose Open form. Set the button text (up to 25 characters) and select a published form from the list.Submit the template for Meta approval as usual. The form must stay Published for the button to work.
6

Send the template (optional prefill and contact fields)

When you send that template in a campaign or as a Send template step in a flow, you can:
  • Prefill the form — fill fields with fixed text or values from contact fields (first screen only)
  • Save answers to the contact — map each form answer to a contact field, or leave a field unmapped if you only use the answer for branching
Leave a mapping empty if the answer should only drive the next step in the flow and not update the contact profile.

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Manage forms on the list page

Each row shows Sent, Submitted, Completed (completion rate when sent > 0), Screens, and last updated time. Use the ⋯ menu on a form: Filter with Search forms and All Status (Draft, Published, Deprecated).

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Categories

Each form has a category (Survey, Contact us, Customer support, Appointment, Lead, Sign up, Sign in, Other). Meta uses this for labeling only—it does not change how the form looks or behaves.

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After publish

  • Draft forms are fully editable. Published and Deprecated forms are read-only in the builder.
  • To change a published form, Duplicate it, edit the copy, and publish the new version. Deprecate the old form if you no longer need it.
  • You can rename a published form in Chatarmin; that does not change the name on WhatsApp.

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Best practices

  • Give every answer field a clear label and a unique answer name before you publish.
  • Test with WhatsApp preview before linking the form in a live template.
  • Export answers periodically if you need offline reporting.
  • Deprecate old forms instead of deleting them while a template still references them—update the template to a new published form first.

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Troubleshooting

Save or Publish shows errors
Read the red messages at the top of the editor. Common fixes: fill required fields, fix duplicate answer names, or upload a valid image (PNG/JPEG, max 5 MB). Publish is disabled
Save first and clear all validation errors. No forms in the template dropdown
Only Published forms appear. Publish the form before editing the template. Customers cannot open the form
Confirm the form is Published, the template is approved, and the form was not Deprecated or deleted. I need to edit a live form
Duplicate the form, publish the duplicate, update your template button to the new form, then deprecate the old one.