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Sending WhatsApp Surveys from Zonka Feedback Platform
Sending WhatsApp Surveys from Zonka Feedback Platform

Learn how to send WhatsApp Surveys from the platform

Prabhdeep Kaur avatar
Written by Prabhdeep Kaur
Updated over a month ago

WhatsApp Surveys are an excellent way to gather quick and engaging feedback from your customers. With Zonka Feedback’s WhatsApp Survey Tool, you can send personalized survey invitations directly to your customers via WhatsApp, ensuring higher engagement and response rates. You can compose, customize, schedule, and send WhatsApp surveys seamlessly from the platform.

In this section


Steps to Sending WhatsApp Surveys from the Platform

To send WhatsApp Surveys through Zonka Feedback, follow these steps

  1. Compose your WhatsApp message: Draft and customize your survey invitation message. Add a personal touch by including placeholders for customer details.

  2. Add recipients: Add recipients manually, use an existing contact list, or import contacts using a CSV file.

  3. Choose sending options: Send your survey immediately or schedule it for later.

  4. Preview and send: Review the message content, recipient details, and survey settings. Then send your survey or confirm its schedule.

Let's review these 4 steps to Sending WhatsApp Surveys in detail.


Step 1: Compose your WhatsApp Message

With SMS personalization and customization, you can tailor your survey messages to meet your needs. Here's what you can do

Personalizing and Customizing Messages

When composing your WhatsApp message

  • Write a custom message or edit the default template provided.

  • Include placeholders for personalization, such as {contact_name} or {location}, to make the message more relevant.

  • Add the survey invitation link {URL} (auto-generated), which is mandatory and tracks responses.

Saving your Message

By default, the default WhatsApp message would be saved in your account. To save your own message, simply customize the message and send yourself or your recipients the WhatsApp Survey.

Once sent, your customized messages are saved automatically and can be reused for future campaigns using the same survey.

Options while Composing the Message

Personalizing Messages with Placeholders

Use placeholders like {contact_name} or {order_number} to personalize the message. Personalization boosts engagement and response rates.

While personalizing your WhatsApp Surveys, you can choose from Contact Attributes, Survey Variables and Hidden Variables and insert them in the WhatsApp body.

For example, if you'd like to send a message saying:

'Hey John, thanks for visiting our NY store. We'd love your feedback. Please spare a few moments to tell me about your experience at https://us1.zonka.co/xxxxxx.'

In this, you can insert multiple placeholders like

'Hey {{contact_name}}, thanks for visiting our {{locationId}} store. We'd love your feedback. Please spare a few moments to tell us how your experience was at https://us1.zonka.co/xxxxxx.'

To insert placeholders, do as follows.

  1. Go to SMS & WhatsApp Distribution > Choose Configure Template

  2. Choose the template from the list of available templates.

  3. Click on the WhatsApp body where you'd like to insert the placeholder.

  4. Click on 'Insert placeholder' from the top of the text box.

  5. A popup will open. Choose from Contact Attributes, Survey Variables and Hidden Variables.

  6. Click on the Attribute or Variable you'd like to insert. You will see a text box to enter 'Default Value'. This is optional. The default value would be used if the attribute or variable is not available.


    For example, if you choose {{contact_name}} as one of the personalization placeholders in your WhatsApp body, but the Name for a particular contact is not available then a default value can be used. For instance, Hey there, how was your experience?

Adding the Survey Link

By default, you'd see that the WhatsApp body has {URL} added. This is the auto-generated, personalized, and trackable survey link that is sent with the WhatsApp Body.

  • The Survey Invitation link cannot be customized.

  • The Survey Invitation link is mandatory in the body.

  • You can place the Survey Invitation link anywhere in the WhatsApp body.

  • The character limit of the Survey Invitation link may vary a little bit as it is personalized.

Using a Default Message

The Survey Platform has a default message included for you to quickly edit, preview or test your WhatsApp Survey sending. This can be edited, customized or removed. However, if you'd like to add it back, you can simply click on 'Insert Default Message'.

Information About Message Metrics

Ensure your message remains concise. While WhatsApp allows longer messages, overly lengthy ones may reduce readability.


Step 2: Adding Recipients for WhatsApp Surveys

Before you start sending WhatsApp surveys, it's important to have your contacts ready and ensure that their phone numbers are accurate and properly formatted. You can add your recipients in 4 ways.

Adding Contacts Manually

To add contacts manually, simply type in the contact's name followed by their phone number separated by a comma. Each recipient should be on a new line. Phone numbers should be formatted with the country code, with the "+" symbol and no spaces.

For example:

Max Miller, +146xxxxxx

James, +919944xxxxxx

Peter Heis, +267xxxxx

There is no limit on adding contacts manually. You can add as many contacts as you like.

Using a Contact List

You can create Contact Lists and Segments in your platform and check the contact list you'd like to send WhatsApp Surveys to. Multiple Contact Lists can also be selected.

Importing a CSV File

You can also add recipients using a CSV file. Here's how.

  1. Go to Survey > Distribution > SMS & WhatsApp > Send.

  2. Choose the template and map placeholders to it.

  3. Choose 'Import' as an Option to Add Recipients.

  4. Choose 'Import CSV'

  5. A popup will open. Drag & drag your CSV file to upload the same.

  6. All Contacts in the CSV would be added in a new Contact List. Add a name to the Contact List. (This can be modified later).

The CSV File can contain 4 columns. These are as follows.

CSV Column

Mandatory?

CSV Header Name Options

Name

No

Name
or
contact_name

Email

No

Email
or
contact_email

Mobile

Yes

Mobile
or
contact_mobile

Unique Id

No

Unique Id
or
contact_uniqueid

Example CSV Import Format

Name

Email

Mobile

Unique Id

Ross

+1983297923

A6781

Rachel

+17895373123

+1982392389

+1872382673

Chandler

+1786327236

Can you import existing Contacts?

Yes, even if a Contact exists in Zonka Feedback, you can import them again in your CSV file. The contact would not be re-added in your Contacts module, but the WhatsApp message would be triggered to them.

If you upload new contact details for the Contact, for example, the Unique Id matches but email address is different, the email address from the latest CSV would get updated in the contact.

What happens to Duplicate Contacts in CSV Import?

When uploading a CSV to Zonka Feedback, duplicates are automatically removed and only the first instance of each contact per file is processed. However, we do recommend scanning for duplicates before importing.

Importing a CSV File with Additional Data

A lot of times you would like to send additional information with your Contacts. For example, location where the customer visited, type of item which they purchased, order number, delivery status, country, gender, department and so on.

You can do so by using the option 'Import CSV with Pre-Filled Data'.

In this CSV, you can add as many properties or variables or attributes as you like as columns in the CSV in addition to the mobile number of the recipient.

The CSV File can contain as many columns as you like. These are as follows.

CSV Column

Mandatory?

Description

CSV Header Name Options

Name

No

The name of the Contact

Name
or
contact_name

Email

No

The email address of the Contact

Email
or
contact_email

Mobile

Yes

The mobile number of the contact

Mobile
or
contact_mobile

Unique Id

No

The unique ID of the contact like a membership ID, employee ID, customer ID and so on.

Unique Id
or
contact_uniqueid

Variables / Attributes

No

Pass any attribute — Survey Attributes, Contact Attributes or Hidden Variables

Example CSV Import with Pre-Filled Data

Name

Email

Mobile

Unique Id

contact_gender

billnumber

deliverytype

Ross

+1983297923

A6781

Male

ZA19891298

Express

Rachel

+17895373123

Female

ZA19891318

Standard

+1982392389

Female

ZA19716212

Express

+1872382673

ZA1908182

Express

Chandler

+1786327236

Male

ZA1965327

Standard

What happens to Duplicate Contacts in CSV Import with Pre-Filled Data?

In CSV Import with Additional Data, if there are duplicates with exactly same information, they would be automatically skipped. However, if any values differ, the WhatsApp Survey will be sent to them as many times as they are mentioned.

Let's say you're sending WhatsApp Surveys to customers who made a purchase at your store this week. Of the customers, two of them made a purchase twice at your store.

When you're importing a CSV, you have included additional variables like Date of Purchase and Purchase ID. Now in these two contacts, there would be two rows each and they would have different date of purchase and purchase ID. So Zonka Feedback would only add one Contact but send them two WhatsApp messages - one for each unique purchase.


Step 3: Choosing Sending Options

Once you have added your recipients, your WhatsApp survey is ready to collect responses. You can either send it immediately or schedule it for later.

Send WhatsApp Surveys Now

  • Use this option to send surveys instantly to your selected recipients.

  • Best for time-sensitive feedback, such as post-purchase reviews or immediate customer experience surveys.

  • The WhatsApp Surveys are generally received by recipients within 1-2 minutes.

Send Later (Scheduling WhatsApp Surveys)

  • You can choose to Schedule WhatsApp Surveys at any later date or time. When scheduling a WhatsApp Survey, you can choose the date and time and the survey would automatically be sent at the pre-set date and time.

  • You can schedule multiple WhatsApp Surveys for the same survey or different surveys in your account.

  • Editing or Deleting Scheduled WhatsApp Surveys

    • Once you schedule a WhatsApp Survey campaign, you can view it in SMS & WhatsApp Distribution module for the Survey. There, you will see two options to Edit and Delete the Scheduled Campaign.

    • To edit, click on 'Edit' option and choose another date and time.

    • To delete, click on 'Delete' option, confirm in the popup and your scheduled SMS Survey campaign would be deleted.


Step 4: Previewing & Sending

Before sending your WhatsApp survey, it is important to preview it to make sure it is clear, concise, and error-free.

Once you have composed your message, and added your recipients, you can click on 'Preview' button to Preview your WhatsApp Survey.

Preview the Message

In the Preview Screen, verify the following

  • WhatsApp message

  • Recipients

  • Survey Settings

Send your Survey

  • If you'd like to edit any of the above, click on 'Back' to continue editing. If you're happy with all your settings, click on Send to Schedule it or Send it right away.

  • Track the survey’s performance (e.g., delivery and response rates) via Zonka Feedback’s WhatsApp logs.


Frequently Asked Questions

  1. Is the WhatsApp survey link mandatory in the message?

    Yes, the survey link {URL} is required and auto-generated by the platform.

  2. Can I schedule WhatsApp surveys for different time zones?

    Yes, scheduling can accommodate different time zones, allowing you to deliver surveys at the recipient’s most active time.

  3. Are WhatsApp Surveys available in all plans?

    WhatsApp Surveys are available in all Zonka Feedback plans except for the Free Plan.

  4. How can I track the performance of WhatsApp surveys?

    Monitor delivery, read receipts, and response rates using Zonka Feedback’s WhatsApp logs.

Start collecting valuable customer feedback with Zonka Feedback’s WhatsApp Survey Tool today! Engage your audience where they are and improve your insights with seamless and interactive feedback collection.

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