Remember when everyone first started using WhatsApp? It was mainly a way to stay connected while you were abroad or to keep in touch with relatives who lived in other countries. But the app’s flexibility soon expanded it beyond personal texts, voice calls, and multimedia-sharing and into the realm of business. Whether you use it for personal connections or to engage with clients, automation can improve the way you use the app.

Check out our Send message form template, which lets you create a customizable form for sending personalized messages, scheduling deliveries, and tracking engagement—all in Zapier. This template will streamline your communication process, freeing up time to cultivate stronger relationships with your audience.

Zapier products the template uses

• Interfaces — an automated form, page, and app builder for collecting data
• Tables — databases that let you track and automate your data
• Zaps — automated workflows
• Canvas — a diagramming tool that helps you visualize your workflows

How this send message form template works

This template creates a seamless workflow for managing your WhatsApp messaging directly in Zapier.

Here's a breakdown of how it works:

• In the template's user-friendly interface, add all the necessary details for your WhatsApp message, like the recipient's phone number, the message itself—which can include rich text and emojis—and multimedia. (There's so much more you can add to craft the perfect message, too, like tags for easy retrieval and organization, and custom metadata for backend processes or additional information tracking.)
• Once you've entered all your details, a Zap processes this info and sends the message through our WhatsApp Notifications integration.
• If enabled, the delivery report gets recorded in a table for future reference and analysis.

Who should use this template

This template can help many different professionals and organizations:

• Business owners and marketers can use it to send personalized promotions, updates, or customer service messages directly to their audience's WhatsApp.
• Customer support teams can streamline their support process by sending quick responses, troubleshooting guides, or follow-up messages to customers.
• Event organizers can keep attendees informed with event updates, reminders, and important information delivered straight to their phones.
• Educational institutions can send course updates, assignment reminders, or important announcements to students and faculty.
• Human resources professionals can use this template for employee communications, sending company updates, or scheduling reminders for important deadlines.
• eCommerce businesses can send order confirmations, shipping updates, or personalized product recommendations to polish the customer experience.
• Nonprofit organizations can keep donors and volunteers informed about upcoming events, fundraising progress, or opportunities for getting involved.

Key benefits of this form template

• Personalization at scale: Craft individualized messages for each recipient, enhancing engagement and fostering stronger connections with your audience
• Time-saving automation: Streamline your messaging process by submitting all necessary details in one place, reducing manual work and potential errors
• Flexible scheduling: Plan your communications in advance by setting specific timestamps for message delivery, ensuring timely and relevant outreach