WHATSAPP

Forms your customers finish inside WhatsApp

Design a form in minutes, open it from a template button or an ice breaker, and get clean answers in your inbox, on the contact and in your workflows. No technical setup.

THE PROBLEM

Collecting details in a chat takes ten messages and a spreadsheet

Asking for a name, an email, a package and a date one message at a time is slow, and half the people give up. The answers end up scattered through conversations and copied by hand into a sheet.

WhatsApp forms keep it to a few taps, and the answers arrive already organised.

HOW IT WORKS

From idea to answers

1

Design it your way

Start from a ready-made form or a blank page, drag pages and questions into order and watch a live phone preview.

2

Test, then publish

Peikly walks every path of your form for you and lets you try it on your own phone before anyone else sees it.

3

Send it anywhere

Put it behind a template button, an ice breaker or a workflow, or send it by hand from a contact.

4

Use the answers

Read them in the response inbox, on the contact, in notifications and in automations, or export to Excel.

WHAT YOU GET

Everything a form needs

A designer for everyone

Drag-and-drop pages and questions, plain-language checks that tell you exactly what to fix, and a copy button to start from any form.

Reusable data lists

Type or upload countries, packages or branches once and use them in any form. Changes are live at once.

Multilingual lists

Keep the same list in several languages and choose the language each question shows.

Seat reservations

Give options a limited number of places. Full options show as sold out and nobody can take the last place twice.

Smart routing

Send people to a different page depending on what they answered.

A real response inbox

Filter, open, add notes, mark as handled and export to CSV or Excel. Sensitive answers are stored encrypted.

Fills in your contacts

Map answers to contact fields, add tags and create the contact if it is new.

Works with automation

Start workflows when a form is opened, a page is completed, a form is submitted or abandoned, and use every answer in your messages.

Statistics that show drop-off

See sent, opened and completed forms, a page-by-page funnel and which answers are chosen most.

Instant notifications

Your admins and chosen team members hear about every new submission.

Availability

WhatsApp Forms are included in selected Peikly plans. See our pricing for details.

What you need first:

  • A WhatsApp Business number connected to Peikly through Meta
  • A Peikly plan that includes WhatsApp Forms
QUESTIONS

WhatsApp Forms: frequently asked questions

Do I need to know how Meta's form builder works?

No. Peikly has its own designer and checks your form in plain language. You never open Meta’s tools.

Can a form be opened from a template button?

Yes. In the template designer, add an "Open a form" button and pick a published form. Each recipient gets their own link, so every answer is tied to the contact and the campaign.

Can I open a form from an ice breaker?

Yes. WhatsApp cannot attach a form to an ice breaker itself, so Peikly recognises the tapped text and replies with the form straight away.

Can I edit a form after publishing it?

A published form is locked by WhatsApp. Make a copy, change the copy and publish it as the new version.

Can I limit how many people choose an option?

Yes. Give an option in a data list a number of places. Once they are taken it shows as sold out.

Can I send a form in a normal chat?

Yes, while the 24-hour conversation window is open. Use the Send form button next to Send Template. Outside the window, send a template that has a form button.

Can I see who started a form but did not finish it?

Yes. The statistics page lists everyone who opened a form and stopped, with the last page they reached, and lets you send the form to them again with a message you write.

Can the assistant build a form for me?

Yes. Describe the form in your own words, for example a birthday registration in Arabic for a specific date. The assistant asks for the language and the date and time, then creates a draft for you to review and publish. For long option lists such as packages or branches it reuses a similar list you already have, or creates a new one with a few sample options for you to edit.

RELATED FEATURES

Works well with

WhatsApp Template Designer

Design WhatsApp templates and carousels with a live preview, AI help and one-click submission to Meta.

Automation Workflow Builder

Drag-and-drop workflows that reply, tag, follow up and publish on their own when something happens.

WhatsApp Team Inbox

Answer every WhatsApp message as a team from one shared inbox, with templates, media and contact context.

Ready to bring your marketing into one place?

Create your Peikly account in minutes and connect your first channel today.

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