OLD of Survey Campaign

Overview

Yazi surveys are delivered entirely within WhatsApp — no links, no app downloads, no browser redirects. Participants answer questions directly in their existing WhatsApp chat, making it feel like a natural conversation rather than a formal research exercise.

Each survey response is captured individually as the participant answers, meaning even partial completions yield usable data. If a participant answers 15 out of 28 questions and drops off, you still have 15 data points to work with.

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How It Works

Participant Experience

1. Participant receives a WhatsApp message inviting them to take part.

2. They tap a button to begin.

3. An introductory message is displayed before the first question.

4. Questions appear one at a time within the chat.

5. Participants respond using buttons, lists, text, voice notes, images, or video.

6. On completion, they receive a customisable closing message.

The entire experience stays inside WhatsApp. Participants can pause mid-survey and return later without losing progress.

Types of questions

Types of questions:

• Single-select and multi-select multiple-choice

• Open text

• Image

• Video

• Voice note

Note: These relate to the response type expected from participants. For sending content to participants, images and videos can only be sent in questions without predefined options (open text, voice note, video, image questions).

Question Type Rules

• Only answers that match the question type specified will be accepted

• For example, a voice note will not be accepted for an image question type

• Important: The system processes one response at a time in sequence. If a participant sends multiple responses quickly, each will be assigned to consecutive questions.

Character Limitations

• Questions or messages to respondents: maximum 500 characters

• Multiple-choice option answers: maximum 50 characters (Meta limit)

• Multiple-choice options with buttons: 1-24 characters recommended for optimal display

Question Types

Type	Description	Format
Single Select	One answer from a set of options	Buttons (≤3 options) or List (4+ options)
Multi-Select	Multiple answers from a set of options	List format with checkboxes
Open Text	Free-text response	Participant types reply
Rating Scale	Numeric scale (e.g., 1–10, NPS)	Buttons or list depending on range
Voice Note	Audio response recorded in WhatsApp	Native WhatsApp voice note
Image Upload	Photo capture or gallery upload	Native WhatsApp image sharing
Video Upload	Video capture or gallery upload	Native WhatsApp video sharing
Location	GPS pin drop	Native WhatsApp location sharing
File/Document	PDF or document upload	Native WhatsApp file sharing

Display Behaviour

• 3 or fewer options: Render as tappable buttons directly in the chat (In-Chat mode)

• 4 or more options: Render as a scrollable list accessed via a burger menu button

• Long option text: Options exceeding ~24 characters automatically switch from button format to list format

“Other” Option

Toggle on an “Other” option for any single-select or multi-select question. When selected, the participant is prompted to type a free-text response, capturing answers you may not have anticipated.

Option Randomisation

Toggle randomisation on or off per question via the settings wheel. This shuffles the order of answer options for each participant, reducing first-option bias — particularly important on mobile where participants tend to tap the first visible choice.

Known Limitations

• No grid/matrix questions — WhatsApp’s API does not support grid layouts. Break grids into individual rating questions instead.

• No ranking questions — Participants cannot drag-and-drop to rank items. Use sequential “most important” / “least important” questions as an alternative.

• Button text limit — Button-style options are limited to approximately 24 characters. Longer text automatically renders as a scrollable list instead. The builder will flag options that exceed this limit in red.

No native polls — WhatsApp’s poll feature is separate from the Business API and cannot be used.

Question Type rules

Only answers that match the question type specified will be accepted. I.e. voice note will not be accepted for image question type

Question text

A question or message sent to a respondent in the bot can't be more than 500 characters

To explain something to a respondent (where you do not want it to be a question): Make it a Multiple Choice question and put 'Continue' or 'Understood' as the answer

Multiple choice

A multiple-choice option answer can't be more than 50 characters (Meta limit) 1-24 character multiple choice options appear as buttons

Types of displays:

1. Buttons

• 1 - 3 options appear as buttons in the chat

• Best for short, simple responses

Buttons for multiple choice question

2. List / Burger menu

• 4-10 options appear in a burger menu

• Options show up when clicked

• Ideal for medium-length option lists

Burger menu or list for multiple choice question

3. List with letter options (A, B, C etc)

• A question where 1 of the multiple-choice options is 25-50 characters

• OR, if there are more than 10 answer options will appear with letters as the answer e.g. Option 1 is A, Option 2 is B etc

• OR, if it is a multi-select multiple choice question

Multi-Select Multiple choice

• Do not use commas in multi-select options as our system detects separate options by commas ❌

• For multi-select questions, instruct participants to separate their selections with commas (e.g., "a, c, d")

Critical Response Handling Limitations

⚠️ IMPORTANT: One Data Type At A Time

The system only stores one type of data per question. If a participant sends:

• An image followed immediately by text: The image is stored for the current question, and the text is stored as the answer to the NEXT question

• Multiple images in succession: Each image will be assigned to consecutive questions in the sequence

These limitations apply to both survey and AI interviewer interactions.

Best Practices for Media Questions

1. Split media uploads and descriptions into separate questions:

   • First question: "Please upload an image/screenshot"

   • Following question: "Tell us more about what's shown in this image"

2. Add clear instructions at the beginning of your study:

   • "Important: Please send only one response at a time and wait for the next question before responding again."

   • "For image questions: Send only the image first, then wait for the follow-up question where you can add your description."

3. Include specific instructions in media question prompts:

   • "Please send ONLY the image here and wait for the next question before adding any description."

   • "After sharing your image, you'll have an opportunity to explain it in the next question."

4. For multiple media uploads:

   • Create separate, sequential questions for each required media item

   • Add instructions like "Upload your first image here" followed by "Upload your second image here"

   • Consider adding a text question at the end for overall observations about all uploaded images

Using Logic and Routing

You can create conditional paths through your survey based on participants' answers:

1. Below any question, click "Add logic"

2. Select the condition (e.g., "When Question 1 contains 'Option A'")

3. Choose where to route participants (e.g., "then go to Question 5")

4. This allows you to personalise the journey based on previous responses

Preview and Testing

• Preview the question type by clicking the 'Eye' icon

• Always test your survey before sending it to participants

• Verify that all logic and routing works as expected

• Check that media questions are properly set up with clear instructions about the one-response-at-a-time limitation

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Campaign Configuration Options

Flow Mode

Flow Mode is a new feature allowing surveys to be set up in WhatsApp's new Flows feature:

• Compared to our usual message-by-message surveys inside WhatsApp chats, Flows make the experience much faster and more user-friendly

• Respondents can tap answers directly using buttons (including multi-select and radio options) instead of replying with letters

• This means cleaner data, quicker completions, and a smoother experience for everyone

Campaign Extender

You can redirect participants after they complete a survey:

• Assign a pre-approved broadcast message to your campaign

• The broadcast will be sent at the end of the survey

• Provides respondents the option to either continue the conversation or click a link to be redirected elsewhere

• Redirect options include another survey, a specific WhatsApp chat, or an external URL

• Note: Only broadcast messages without variables are available for selection

External Panel Partner

Configure integration with external panel providers for recruitment.

Result Obfuscation

Options for anonymising or obfuscating respondent data in results.

Code Generation

Generate codes for internal tracking or research panel building purposes.

Screener Questions

Set up qualifying questions to screen participants based on specific criteria.

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Launching Your Survey

Once your survey is ready:

1. Click "Publish Campaign" in the top right corner

2. Select your distribution method (WhatsApp links, Template Messages, etc.)

3. Monitor responses in the "Results" tab