If you have taken out a WhatsApp license for Survey, you can invite participants for a survey via Whatsapp. You can use WhatsApp invites for each access setting of the survey. If you want to read more about general information or pricing of WhatsApps Invites, click here.
Initial setup
In Crowdtech Survey, click on a survey and then WhatsApp in the Communications tab in the left menu. Register via the green button Login 360 Dialog to obtain an API key. An explanation of the full registration process is explained in this video. The API key will be automatically generated and filled in after a successful registration. Please note: this registration is done through our partner 360 Dialog and therefore takes place outside our platform.
Templates
After the API key has been generated, please contact our support team (support@crowdtech.com / +3120 412 0812). They will put the standard messages (Templates) in your account within one working day, so that you can get started right away. You can also create messages in your account yourself, approval of this takes 2 - 48 days and that is done by Meta (the parent company of WhatsApp and Facebook).
Invite participants
Inviting participants to a survey via WhatsApp takes the following steps:
Add participant phone numbers
The 06 numbers are required to invite participants via WhatsApp. on At the moment it is only possible to write to Dutch telephone numbers. These telephone numbers must be imported in the format 31612345678. This format is in the form of country code + mobile number excluding 0 + 8 digits.
You can also use the profile variables from Community. The 06 numbers must be known per profile, this is not checked. You pay for the total number of panel members invited, regardless of whether a 06 number is known.
Format message template
You can use different templates to format the WhatsApp message.
- Select the template you want to use.
- In the fields {{1}}, {{2}} and {{3}} you can add data enrichment or profile variables or enter text. In each field you can use one of two options.
- Change the name of the link to the survey in the bottom field. Here standard texts such as 'Join us' or 'Click here'. The maximum length of the text is 20 characters.
- Click on 'Save'.
Send test message
Send a test message to, for example, your own 06 number to receive the test message and test the link to the research. To successfully send a test message, the telephone number must be uploaded into participant management. Please note: costs are charged for each message calculated. Also test messages.
Send WhatsApp message
Are you satisfied with your message and are all telephone numbers in the correct format? Then you are ready for shipment.
- Select the correct data enrichment column under Telephone numbers. Make sure the phone numbers be in the correct format. You can check this in the Status column at 'Overview sent messages'.
- Click on 'Send' to send the message.
Unsubscribe link
To test the unsubscribe link, you must import yourself into the survey as a participant and send an invitation. It is not possible to test the unsubscribe link without importing the 06 number.
One message per inquiry
To prevent participants from posting multiple times for the same survey it is possible to send a WhatsApp message to the same 06 number by send inquiry. If participants do not want to receive the message exists the chance that they will block the company phone number of your WhatsApp account. if if this happens multiple times, the entire account can be blocked. to do this To prevent this, it is not possible to send reminders or other messages.