How to Easily Create a Survey on WhatsApp in Just 2Minute

Ever struggled to collect quick feedback from your customers or team? Finding traditional survey methods too slow and cumbersome? You're not alone! With WhatsApp surveys, you can create, distribute, and analyze feedback in real-time, right where your audience is most active. Ready to transform your feedback process? Let's dive in!

What is a WhatsApp Survey?

A WhatsApp survey is a quick and efficient way to collect feedback, opinions, or data directly from your audience through WhatsApp. Unlike traditional surveys that require respondents to visit a separate platform, WhatsApp surveys allow users to participate without leaving their chat interface. This method leverages the popularity and convenience of WhatsApp to enhance response rates and engagement.

With WhatsApp surveys, you can:

  • Reach Your Audience Easily: Connect with your audience where they already spend their time.
  • Receive Instant Feedback: Get real-time responses, making it ideal for quick polls and urgent feedback.
  • Simplify Participation: Remove barriers to entry by keeping everything within the familiar WhatsApp environment.

Whether you’re conducting market research, customer satisfaction polls, or internal team surveys, WhatsApp surveys offer a seamless and interactive way to collect valuable insights. Ready to set up your first survey? Let’s get started!

Here is your one-stop guide to the WhatsApp Group

How to Create a Survey/Poll on WhatsApp

Creating a poll directly within WhatsApp is a simple process that leverages the app's built-in features. Here's how you can do it:

  1. Open WhatsApp: Launch WhatsApp on your device and open the chat or group where you want to create the poll.
  2. Access Poll Feature: Tap on the attachment icon (paperclip) in the chat bar.
  3. Select Poll: From the menu that appears, select the “Poll” option.
  4. Create Poll: Enter your poll question and add multiple options for responses.
  5. Send Poll: Once your poll is ready, tap “Send” to share it in the chat. Participants can now vote by selecting one of the options.

How to Look at Survey Performance

Monitoring the performance of your WhatsApp poll is simple:

  1. View Results in Real-Time: Open the poll in the chat to see the votes for each option. WhatsApp displays the total number of votes and the distribution across different options.
  2. Analyze Trends: Assess which options are most popular and gather insights based on the responses. This real-time feedback can help you make quick decisions or gather necessary information promptly.

How to Change or Remove Votes

If participants need to change their votes or if you need to remove a poll, here’s how you can manage it:

  1. Changing Votes: Participants can change their votes by simply selecting a different option in the poll.
  2. Removing a Poll: If you need to remove the poll:
    • Open the chat where the poll is located.
    • Tap and hold the poll message.
    • Select the delete option to remove the poll from the chat.

How to Delete a Survey or Polls

When your poll is no longer needed, you can delete it to keep your chat organized:

  1. Open the Chat: Navigate to the chat containing the poll.
  2. Delete the Poll: Tap and hold the poll message, then select the delete option to remove it from the chat for everyone.

Tips for Creating a WhatsApp Survey

Creating an effective WhatsApp survey or poll requires attention to detail and a strategic approach. Here are some expert tips and best practices to enhance your surveys and polls:

1. Craft Compelling Survey Questions

  • Be Clear and Concise: Ensure your questions are straightforward and easy to understand. Avoid complex language or jargon that might confuse participants.
  • Avoid Bias: Frame your questions neutrally to avoid leading respondents towards a specific answer.
  • Use Varied Question Types: Mix things up with multiple-choice questions, rating scales, and open-ended questions to keep participants engaged.

2. Leverage Survey Logic and Variables

  • Implement Skip Logic: Use skip logic to tailor the survey based on participants' previous responses, making the survey more relevant to each individual.
  • Personalize with Variables: Personalize survey invitations and messages by addressing participants by name and referencing their previous interactions to make them feel valued.​

3. Keep Surveys Short and Engaging

  • Brevity is Key: Keep your survey short to maintain participant interest. Focus on essential questions that provide valuable insights.
  • Break Down Longer Surveys: If your survey is lengthy, divide it into smaller sections to make it more manageable.
  • Add Fun Elements: Include images, videos, or emojis to make the survey more engaging and less monotonous.

4. Provide Clear Instructions

  • Simple Instructions: Clearly explain how to complete the survey, its purpose, and the estimated time required.
  • Show Appreciation: Thank participants for their time and effort. Expressing gratitude can encourage higher response rates.

5. Test and Iterate

  • Conduct Testing: Before launching, test your survey to identify any technical issues or confusing elements.
  • Gather Feedback: Run a pilot test with a small group and use their feedback to refine your survey.
  • Iterate for Improvement: Continuously improve your survey based on feedback and performance data.

6. Make Questions Clear and Limit Choices

  • Clarity is Crucial: Ensure your questions are clear and easy to understand. Confusing questions can lead to lower engagement.
  • Limit Answer Choices: Provide a manageable number of answer options. Too many choices can overwhelm respondents. Aim for a maximum of six options to keep it simple.

7. Use Surveys/Polls Sparingly

  • Avoid Overuse: While surveys and polls are effective, sending them too frequently can lead to respondent fatigue. Limit them to once a week to maintain engagement without overwhelming your audience.

By following these tips, you can create effective and engaging WhatsApp surveys and polls that provide valuable insights and enhance your communication strategy.

Know how to set-up auto reply on WhatsApp

How DoubleTick Can Help You Create Surveys on WhatsApp

DoubleTick offers a comprehensive suite of WhatsApp tools designed to make creating and managing surveys on WhatsApp effortless and highly effective. Here’s how DoubleTick can transform your survey processes:

1. Advanced Chatbot Integration

DoubleTick empowers you to create and deploy sophisticated WhatsApp chatbots on the go. These chatbots can conduct conversational surveys, engaging participants in a more interactive and personalized manner. By adjusting the conversation flow based on user responses, chatbots gather more accurate and detailed information than traditional one-way surveys. This dynamic approach enhances the user experience and boosts response rates, ensuring you collect high-quality feedback.

2. Real-Time Data Monitoring and Analysis

DoubleTick offers powerful in-depth realtime data monitoring and analysis tools. With real-time analytics, you can track survey performance instantly, identify trends, and spot areas for improvement. Detailed reports and insights enable you to make informed decisions quickly. This capability is crucial for continuously enhancing customer satisfaction and driving sales growth. The analytics dashboard provides a comprehensive view of metrics, helping you optimize your survey strategy and achieve better results.

3. Interactive Messages

DoubleTick supports interactive messages! This feature allows participants to respond to survey questions with just one tap, making the survey process seamless and user-friendly. By simplifying participation, interactive messages increase engagement rates and ensure that you receive more accurate and valuable feedback. These messages can include buttons, quick replies, and multimedia elements to make the survey experience more engaging.

4. Contact Management and Segmentation

DoubleTick excels in contact management and segmentation, enabling you to organize and target your audience effectively. You can segment contacts based on various criteria, such as demographics, purchase history, or engagement levels. This targeted approach ensures that your surveys reach the right audience, providing you with specific and relevant information for each segment. By understanding the unique needs and preferences of different customer groups, you can tailor your surveys to gather the most actionable insights.

5. Unlimited Broadcast Messaging

DoubleTick allows you to send unlimited broadcast messages without saving the contact details of your customer. This feature is perfect for distributing surveys to a large audience quickly and efficiently. Whether you are conducting market research or gathering customer feedback, you can reach a broad audience with ease, ensuring that your survey receives maximum participation.

6. Cloud-Based Shared Team Inbox

DoubleTick’s cloud-based shared team inbox allows your entire company to manage customer interactions using a single WhatsApp number. This feature includes role-based access to route and assign conversations to the right agents automatically. It ensures efficient handling of survey responses and other customer inquiries, enhancing overall communication and collaboration within your team.

7. AI-Powered Automation

Leverages AI-powered WhatsApp automation to streamline various aspects of survey management. From lead qualification and customer query handling to sending automated reminders and follow-ups, the AI-driven chatbots handle repetitive tasks, allowing your team to focus on more complex issues. This automation ensures timely and consistent communication with your survey participants, improving response rates and data quality.

DoubleTick integrates effortlessly with popular business tools such as Shopify, Zapier, Pabbly, Google Sheets, and WooCommerce. These integrations allow you to sync survey data with your existing systems, enhancing your workflow and ensuring that you have a holistic view of your customer interactions.

9. Exceptional 24/7 Customer Support

DoubleTick offers around-the-clock customer support via phone, WhatsApp, or email. This ensures that you always have access to expert assistance, whether you need help setting up a survey or troubleshooting an issue. Reliable support helps you maintain smooth operations and high customer satisfaction.

10. Mobile-Friendly and User-Friendly Interface

DoubleTick is designed to be intuitive and mobile-friendly. This ensures that you can manage surveys and customer interactions on the go, providing flexibility and convenience. The user-friendly interface makes it easy for your team to navigate the platform and utilize its features effectively.

11. Secure and Reliable Operations

We prioritize the security of your customer data. Features like number masking and spam blocking ensure that your business communications remain private and high-quality. This commitment to security helps build trust with your customers and protects your business’s reputation.

DoubleTick is an essential tool for creating and managing surveys on WhatsApp. Its advanced features and user-friendly interface enable you to enhance customer experiences, gather valuable insights, and drive business growth. 

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Frequently Asked Questions

Question: Can you create WhatsApp polls on WhatsApp Business?
Answer: Yes, you can create WhatsApp polls on WhatsApp Business. This feature is available within the app and allows businesses to create and share polls in their chats or groups to gather quick feedback from customers or team members.

Question: How do you do a survey in a WhatsApp group?
Answer: Taking a survey in a WhatsApp group is straightforward. Open the group chat where you want to create the survey, tap the attachment icon (paperclip), select 'Poll', enter your question and the answer options, and then share the survey with the group.

Question: Do you have to be an administrator to create a survey on WhatsApp?
Answer: No, you do not need to be an administrator to create a survey in a WhatsApp group chat. Any member can start a survey, provided the group settings do not restrict this feature to administrators only.

Question: How to tag all members of a WhatsApp group?
Answer: To tag all members of a WhatsApp group, you need to manually type the '@' symbol followed by each member's name. As of now, WhatsApp does not have a feature to automatically tag all group members simultaneously.

Question: Can I change or delete a vote in a WhatsApp poll?
Answer: Yes, participants can change their vote in a WhatsApp poll by selecting a different option. To delete a poll, the poll creator can delete the poll message from the chat.

Question: How can I ensure high response rates for my WhatsApp surveys?
Answer: To ensure high response rates, craft clear and concise survey questions, use personalized messages, keep the survey short, provide clear instructions, and follow up with reminders. DoubleTick’s features like interactive messages and AI-powered automation can also help boost engagement.

Question: What types of questions can I include in a WhatsApp survey?
Answer: In a WhatsApp survey, you can include multiple-choice questions, rating scales, open-ended questions, and more. Using DoubleTick’s platform, you can also incorporate interactive elements like buttons and quick replies to enhance engagement.