Maximize Survey Responses with Checkbox's New WhatsApp Integration: A Step-by-Step Guide
At Checkbox, we’re constantly evolving and developing solutions to meet our users' needs by integrating new features that streamline their experience. That’s why we recently launched our newest feature - a WhatsApp Survey Sharing integration.
There’s a lot more to Whatsapp than messages, group chats and trading memes and internet videos. The platform has proven itself to be a game-changer in business growth and customer engagement. It’s an essential global communication tool, particularly in regions like South Asia, Latin America and Africa. By offering a way for users to share surveys via WhatsApp, Checkbox allows for greater reach and engagement.
Consider this: over 2 billion people have the app on their phones and are actively interacting with it throughout the day. With 596.6 million messages sent every single day, your company could benefit from capturing even a small amount of WhatsApp’s traffic.
It’s the perfect channel to communicate with customers in real-time for everything from tech support to marketing and sending important updates. Surveys and other types of research perfectly slot into this use-case. Your potential respondents are already using Whatsapp, and through our new integration, you now can get feedback faster, increase participation and efficiently collect all the insights you need.
Today, we’re going to dive into the process of developing this new feature, how it will make the data-gathering process easier, and give you a walkthrough of how to share your surveys through Whatsapp.
What is the WhatsApp Survey Sharing Feature?
This new feature is a simple but powerful tool that allows Checkbox users to share their surveys directly via WhatsApp. After selecting a survey, users can easily generate a WhatsApp message with a link to the survey and send it to individual contacts or groups.
Instead of relying solely on traditional channels like email and SMS, which often get overlooked in busy inboxes, users of Checkbox can now leverage Whatsapp’s instant messaging to deliver surveys directly into the hands of their respondents. This gives them the advantage of faster delivery and higher visibility, allowing them to connect with their audience through a channel that is part of their everyday communication.
While we intended for users to customize their messages freely, WhatsApp's rules enforce the use of pre-approved messaging templates. That means users must stick to WhatsApp-approved templates to ensure compliance with Meta’s (WhatsApp’s parent company's) regulations.
How Does the WhatApp Survey Integration Work?
- To share a survey, select the “WhatsApp” option from the share menu on your survey page.
- Choose the recipients you want to send the survey link to. All set!
The message is sent using one of the WhatsApp-approved templates and includes a direct link to the survey. While the sender is always displayed as "Checkbox Technology," the content of the message can be customized through the templates.
The Development Process
From idea to working prototype, the initial development of the WhatsApp Survey integration took about a week. Subsequent iterations to make the feature more polished took about a month. Challenges arose when the team realized that sending messages through WhatsApp required approvals from Meta for every template, adding complexity to the development process.
Despite these hurdles, the team successfully integrated the feature into Checkbox, and now it's live and ready for our customers to use!
More Features On the Way
When it comes to WhatsApp integrations, this is just the beginning! This new feature lays the groundwork for future enhancements, including the potential for broader campaign management, personalized messages, and better tracking of survey respondents.
We’re also getting ready to introduce another exciting feature coming soon to Checkbox—sentiment analysis powered by machine learning.
This is just another way to further enhance how users can interact with and analyze survey data. The WhatsApp Survey Sharing feature will be part of Checkbox’s next release, and we can’t wait for our users to try it out!
“Be where your customer is” is a proven success strategy in any business. Whatsapp has been a dominant platform for over a decade, and it continues to grow to this day. Brands that are leveraging it have more opportunities to provide value and elevate their customer experience. We believe this addition will offer an efficient and effective way to increase survey responses, especially in regions where WhatsApp is a primary communication channel.
Stay tuned for more updates and features coming soon to Checkbox!
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