How to setup Forms

ChatDaddy Forms: Effortlessly collect customer data and streamline workflows directly within WhatsApp!

Tutorial video

Create a ChatDaddy Form

• Navigate to Automation on the ChatDaddy page, then select Forms.

• Click the Create New Form button in the top right corner.

Customize Your Form

• (Optional) Upload an image to enhance the visual appeal of your form.

• Edit the Title

• Add a Description (optional) to provide further context or instructions.

Build Your Questions

• Select the desired question type (e.g., text, multiple choice, date/time) from the options available.

• Set Required (Optional):

  • Toggle the Required option to specify whether users must answer the question before submitting the form. A red asterisk (*) usually indicates a required question.

Manage Responses

• (Optional) Assign a custom field (create one beforehand) to save the user's response for future reference.

Finalize the Form

• Click Save to create your ChatDaddy Form.

Others Forms features

• Create a completely new form from message flow as well.

• View **forms submissions **from Forms page and you can also view submissions from message flow using the 'eye' button.

• You can **Export **forms submissions in CSV format.

• You can make a question required for submission.

• You can add conditions for questions as well.

• You can export a Form in the same file type as message flows i.e. .yaml

• You can also import Forms from .yaml type.