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How to setup Forms

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

Tutorial video

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Create a Messcat Form

  • Navigate to Automation on the Messcat 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.

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  • 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 Messcat 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.