WhatsApp · Customer feedback

WhatsApp Survey Templates for Feedback on One Experience

A survey on WhatsApp works when it feels like a question from a person, not a form from a system. Ask about one thing the customer just did, give them buttons to answer, and follow up only when the answer calls for it.

Choose an example
Rating the help, then asking why: WhatsApp feedback message on an iPhoneRating the help, then asking why: WhatsApp feedback message on an Android phone After a support chat, shown on both handsetsOpen it →
One experience each

WhatsApp survey examples for six moments

Support, checkout, packaging, a consultation, a return and a free-text question. Each card names the template category it falls under, the fields, and how the chat looks on each phone.

Rating the help, then asking why: WhatsApp feedback message on an iPhoneRating the help, then asking why: WhatsApp feedback message on an Android phone
Template 01 · After a support chat

Rating the help, then asking why

UtilityBeautyAn hour after a support conversation closes

The agent's name ties the question to one conversation, which keeps it specific. A low answer opens a free-text follow-up while the details are fresh.

Fields
Header
How did we do?
Body
You spoke with Maya about your order earlier today, {{first_name}}. How helpful was that conversation for you?
Buttons
Very helpful It was okay Not helpful
Utility · 3 buttons · body 110 / 1,024 characters

Rephrase this question →

Was paying easy?: WhatsApp feedback message on an iPhoneWas paying easy?: WhatsApp feedback message on an Android phone
Template 02 · Checkout

Was paying easy?

UtilityFashionThe day after an order, once

Checkout problems rarely reach support; people just leave. Asking buyers how it went, with three taps, shows where friction sits before it costs orders.

Fields
Header
Image product photo
Body
Quick question about purchase #{{order_id}}, {{first_name}}: how easy was it to pay and check out?
Buttons
Easy A bit fiddly Hard
Utility · 3 buttons · body 100 / 1,024 characters

Rephrase this question →

How the new packaging held up: WhatsApp feedback message on an iPhoneHow the new packaging held up: WhatsApp feedback message on an Android phone
Template 03 · Packaging

How the new packaging held up

UtilitySupplementsTwo days after an order in new packaging

A packaging change is tested by customers, not the warehouse. A question tied to their order gives you real-world results within a week.

Fields
Header
Image product photo
Body
Your parcel #{{order_id}} came in our new paper packaging, {{first_name}}. Did everything reach you in good shape?
Buttons
Yes, all fine Something broke Too much packing
Utility · 3 buttons · body 116 / 1,024 characters

Rephrase this question →

A short form after a consultation: WhatsApp feedback message on an iPhoneA short form after a consultation: WhatsApp feedback message on an Android phone
Template 04 · Three questions

A short form after a consultation

UtilityHomeOne day after a video consultation

Some feedback needs more than one tap. Saying how many questions there are, and how long they take, makes the link worth opening.

Fields
Header
Image product photo
Body
Thanks for your video call with Tom on Tuesday, {{first_name}}. Would you answer three questions about it? It takes under a minute.
Buttons
Answer 3 questions
Utility · 1 button · body 131 / 1,024 characters

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How sending it back felt: WhatsApp feedback message on an iPhoneHow sending it back felt: WhatsApp feedback message on an Android phone
Template 05 · After a return

How sending it back felt

UtilityFashionOnce a refund has been completed

A smooth return can keep a customer who was disappointed by the product. Asking about the process, not the item, tells you which of the two to fix.

Fields
Header
Your return is complete
Body
The refund for #{{order_id}} has gone through, {{first_name}}. Looking back, how easy was the return itself?
Buttons
Very easy Fine Difficult
Utility · 3 buttons · body 110 / 1,024 characters

Rephrase this question →

One thing you would change: WhatsApp feedback message on an iPhoneOne thing you would change: WhatsApp feedback message on an Android phone
Template 06 · Open question

One thing you would change

MarketingBeautyTwice a year, to customers who agreed to marketing

An open question gets answers no multiple choice would. Because it is not tied to one order, Meta treats it as marketing, so it needs that consent and an opt-out.

Fields
Header
One question for you
Body
If you could change one thing about shopping with LUMA, {{first_name}}, what would it be? Reply in your own words; every answer is read.
Footer
Reply STOP to unsubscribe
Marketing · 0 buttons · body 136 / 1,024 characters

Rephrase this question →

Survey builder

Phrase your survey question and test the answer buttons

Choose a moment and write your own question and answer labels. The preview rebuilds as you type, the counters track every field's limit, and the last check makes sure there is a way to reply.

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0 / 1,024

Wrap words in *asterisks* to bold them; the preview fills each variable with a sample.

0 / 60
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0 / 25
  • Body at most 1,024 characters
  • Header, footer and buttons in range
  • No variable opening or closing the body
  • Answer buttons or a reply prompt
9:41
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Business account
Today
Message
A support rating with three answer buttons and a follow-up question, on an iPhoneThe same rating and follow-up on an Android phone
Template category

When Meta counts a survey as utility

Category decides who you can send to and how it is billed. Meta's guidance turns on one question: is the survey about something specific the customer did?

Tied to one interaction

Feedback on a specific order, transaction or conversation can be approved as a utility template.

A general question

A generic request for feedback, not linked to anything the customer did, will not be approved as utility.

Anything promotional

A survey that also mentions an offer is classed as marketing, whatever else it asks.

What that means in practice

Name the order, chat or visit in the first sentence, and keep codes and sales out of it.

Asking well

Five rules for surveys sent on WhatsApp

  • Ask about one thingOne experience per message. A survey about everything gets vague answers about nothing.
  • Buttons before formsTapping a reply is quicker than opening a form, so more people answer. Save forms for multi-question surveys.
  • Follow up on low scores onlyA second question after a poor rating is welcome; after a good one it is a chore.
  • Send close to the momentAn hour after a chat, a day after checkout. Memory fades quickly.
  • Read the answersIf nobody acts on what customers say, stop asking. They notice.

Collect customer feedback on WhatsApp with Zefir

Zefir drafts the surveys with you, times every one to the moment it asks about, and keeps consent and opt-out records for every customer in the conversation.

Request access See how it works
1,000+brands message customers through Zefir
72 hoursfrom kickoff to the first survey sent
FAQ

Running surveys over WhatsApp

Is a WhatsApp survey about service a utility or marketing template?

It can be utility if it asks about a specific order, transaction or conversation, but a generic survey, or one with an offer in it, is marketing. Zefir writes each survey to match the category it belongs to.

How many questions should a WhatsApp survey have?

One, answered with a tap, with a second only when the first answer needs explaining. Zefir sends the follow-up question in the same chat.

Should I use buttons or a link to a form?

Quick-reply buttons for one question; a link when you need three or more answers in one go. Zefir sets up either kind of template.

How soon after the experience should it go?

Shortly after the experience it asks about, such as an hour after a support chat or a day after checkout. Zefir sends it on that timing and inside quiet hours.

Isn't this the same as asking for a review?

A review request asks for a public rating of the product, while these surveys ask privately about the service around it. Zefir keeps the two as separate messages.