Create and send WhatsApp surveys
From sending a quick poll for an indicative ballot to recieving photos from nationwide protests, find new ways to engage your core members quickly with WhatsApp surveys.
How to create and send a WhatsApp survey via Movement.
- Go to the campaigns tab, click “Create Campaign”, select the WhatsApp option in the pop-up box and then “Survey”.
- Enter a distinctive campaign name, so that you can easily find it later in the campaigns page.
- After selecting the “begin” button, you will arrive at the campaign builder which takes your through 6 steps: Effort, To, Content, Script & Questions, Settings and Preview
Efforts
Efforts allow you to group multiple campaigns with a shared goal together, and efficiently group everyone who meets the goal to make managing audiences and tracking results easier. For example, when running a get out the vote operation for a ballot, you can set up an effort for the ballot with the goal of people voting.
If you select a goal for a WhatsApp survey you can select the answer that people need to give to complete the goal. Everyone that gives this answer will then be recored as completing the goal for the effort.
Read more about how to create efforts and goals.
To
Select your audience for your WhatsApp blast.
Read more about audiences and how to create them.
Content
Select your template from the list of approved templates. If none of the listed templates are suitable, you will need to create and submit a new template for approval.
Fill in the numbered content fields for the variables in your chosen template. You can add dynamic content to personalise your message by clicking the plus icon.
Read more about personalising your messages in any way you need using custom fields.
The phone screen on the right-hand side is an accurate preview of how your message will appear on WhatsApp, including the quick reply/ answer buttons set up in the template.
Script & Questions
After you have selected your template, you will be able to add non-template questions.
Movement allows you to create logic-based interactive scripts that head down multiple branches. By using branching scripts you can create different journeys for people based on the answers they give.
How to set-up a branching script:
Step 1: Create the questions for your script with all the questions for each branch.
Step 2: Apply the logic
Step 1: Create the questions / instructions for your script for each branch
To create a question, select create question/instruction in the bottom left-hand corner of the box. There are three types to choose from: multiple choice question, instruction and text question.
Note: You can’t edit or add answers of the first message as WhatsApp requires that the first message you send is a pre-approved template. You can always remove and replace the template in the Content section. For step two, you can apply logic to the template question to pick different follow up questions depending on the answer.
Step 2: Apply the logic
Once you have set up all your questions you can set the logic for each branch by selecting the follow up question or instruction for each question or answer. Always make sure each branch ends with "end the questions"
For each multiple choice answer, you can set which question or instruction follows a specific answer. For Text questions or instructions you can select the next step for everyone.
To add logic, click the three dots in the bottom right of the question box and click show advanced settings. This will then show a drop down for each question answer where you can select the next step for each branch.
Settings
Send all messages at once, or customise to drip send a set number of messages out per hour between specific times.
Preview
✅Check all your questions and scripts to show an accurate preview of the messages the recipients will receive.
✅ Double check your script is set up correctly and that every branch leads to end the questions in the script preview.
Send or schedule
In the preview section, hit send to send your message immediately, or use the schedule button to set a date and time to send the message.
Results
Click through to the sent campaign to see results, including the top line answers for each multi choice question and individual answers from respondents.
Here is what the above survey looks like to the recipient:
