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A WhatsApp Form collects structured information from customers inside a WhatsApp chat. You build it in bitChat from content and questions, group them into screens, test it, and publish it when it’s ready. Every new form starts with Screen 1. You can add more screens to split a longer form into steps. A form stays editable while it’s a Draft. Once you publish it, its content is locked. For a video walkthrough, visit our YouTube channel.

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Step 1: Open WhatsApp Form

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Step 2: Create the form

  • Click Create new form.
  • Enter a Form name, then click Create form.
  • The form opens on Screen 1.
Create new form button on the WhatsApp Form dashboard Form name field in the Create form dialog

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Step 3: Add content to Screen 1

  • In the CONTENT area, click Add Content.
  • Choose a content type, then choose an option under it.
  • Fill in the fields, then save.
Content types:
  • Text — choose Large heading, Small heading, Caption, or Body.
  • Media — choose Image to show a picture, or Media upload to let customers attach images or documents. See How to add a media upload field to a WhatsApp form.
  • Text answer — ask for a Short answer, a Paragraph answer, or a Datetime input.
  • Selection — ask a Dropdown, Multiple choice, or Single choice question, or add an Opt in.
For questions, turn on Required if the customer must answer before they can continue. Text options: Large heading, Small heading, Caption, and Body Media options: Image and Media upload Text answer options: Short answer, Paragraph answer, and Datetime input Selection options: Dropdown, Multiple choice, Single choice, and Opt in

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Step 4: Add more screens (optional)

Use extra screens to split a long form into steps. Each screen keeps its own ordered content and questions.
  • In the SCREENS panel, click Add Screen to create Screen 2, then Screen 3, and so on.
  • Select a screen to add content to it the same way you did in Step 3.
To organize your screens while the form is a Draft:
  • Rename a screen in the Screen name field (up to 40 characters).
  • Reorder screens by dragging them, or reorder content within a screen.
  • Move content to another screen.
  • Duplicate a screen to copy its content and questions.
  • Delete a screen you no longer need. If the screen has content, you’re asked to confirm first.
A form always keeps at least one screen. You can’t delete the only remaining screen.

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Step 5: Test the form

  • Click Test Form.
  • Step through the screens to check the sequence customers will receive.
  • Go back to the builder to fix anything that looks wrong.

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Step 6: Save as a draft or publish

  • Click Save as draft to keep working later. All screens and their order are saved.
  • Click Publish when the form is ready to send.
  • If anything needs fixing, publishing stops and shows which screen contains the item to fix. Correct it, then publish again.
Publishing locks the form’s content. You can’t edit the questions or screens of a published form, and you can’t publish it again.

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After you publish

A published form opens on its responses when you click it in the list. From the row menu you can also:
  • See responses.
  • Download responses as a CSV file.
  • Save or open the form’s responses in Google Sheets.
  • Duplicate the form.
  • Delete the form.
To change a published form, duplicate it. The copy is a new Draft that you can edit and publish, and the original stays untouched.

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FAQ

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Can I edit a form after I publish it?

No. Published forms are locked. Duplicate the form, edit the new Draft copy, then publish it.

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Does a form have to have more than one screen?

No. Every form has at least one screen, and you only add more when you want to split the form into steps.

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Where do I find my form’s Draft or Published status?

The Status column on the WhatsApp Form list shows Draft or Published for each form. See How to manage WhatsApp forms with bulk actions.