Yazi WhatsApp Research Bot How it Works Documentation

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Yazi WhatsApp Research Bot How it Works Documentation

Launch a Research Campaign in Yazi's app

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`Yazi’s Web app`⁠
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💎 NB Summary 💎

Title =Starter Phrase. The survey or campaign title is the phrase that will become the starter phrase in WhatsApp. I.e. if the title is ‘Eat healthy study’, sending ‘Eat healthy study’ to the WhatsApp bot will take you to the beginning of the survey (once the survey is launched).

Manually Save. Progress needs to be saved manually by clicking the orange save button.

Title under 24 Characters. Keep the title to under 24 characters so that the title can be a button in your Template message that invites people to participate in survey. Template message buttons are limited to 24 characters.

Formatting for WhatsApp.

No ‘ordering’ questions

No ‘grids’ - multiple choice or tickbox grids

Do not use commas in multi-select options

A multiple choice option answer can't be more than 50 characters

Yazi has a webapp that comprises of 5 key components:

Section 1: Creating Research Campaign

1. Create Research Campaign

Create a Research campaign by pressing ‘New Campaign’

Give the campaign a name and objective

Choose the type of campaign

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2. Setup Campaign Details

Specify number of respondents you want to complete the survey

Screener question

Create screener questions to qualify or disqualify participants based on their responses

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Audience Toggle: Specify demographic attributes

If you are using the WhatsApp number to continually research the same participants, you can specify the demographics of the target audience you want to be able to access the research campaign.

Choose demographics of audience you’d like to target. These demographic attributes are connected to the attributes in the signup

Number of participants/respondents

Country

Age

Gender

Occupation

Education

Number Children

3. Scripting Survey Questions

Similar interface to Google forms or SurveyMonkey.

Types of questions: Single-select and multi-select multiple choice, Open text, Image/Video/Voice note

Open text:

Any answer can be submitted in response to this question

Single-select

Participants must respond by clicking a button if answers displayed as buttons.

For multi-select:

Add this text to your question to show how they must answer: Select all that apply by giving the letters separated by comma (e.g. a, c, d)

Don’t use commas in Answer options. The data for multi-select answers comes back as a string in a single cell with the answers separated by comma. Therefore, for Q16, you might have this answer: Basic essentials (such as food, housing, clothing), Leisure & entertainment (such as travel and media). This makes it very tricky for software to pickup which are separate answers and which are commas as part of answers. So, rather use a semicolon to separate list items.

Voice note

Image: Wh

‘Other’ question toggle which automatically asks ‘Which other/s?’ if the other toggle is selected

Logic: Can skip or jump participants to certain parts of the survey or flow using logic in single-select multiple choice questions

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Question Specifications:

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

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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

1 - 3 options appear as buttons in the chat

4 - 10 options appear in a burger menu show up as options when clicked

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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

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Multi-Select Multiple choice

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

4. Launch

When you are finished, launch the survey onto the WhatsApp bot.

Give the email address of the person you’d like to receive the WhatsApp invite link.

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Section 2: Inviting Participants to Research

1. Share link

This link can be distributed to participants through other channels (email, personal WhatsApp). If clicked, it will: Open the WhatsApp app to your number and pre-populate the text box with the starter phrase (Campaign name) that, when sent, will kickstart the survey.

2. Create and Submit a Template message

A WhatsApp template message is a pre-formatted message that can be used to send information or updates to a group of people quickly. It is a specific message format that companies can use to send standardised notifications, such as purchase confirmations, delivery alerts, etc.

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💎 NB Summary 💎

Button = Starter phrase. The button must be equal to the starter phrase (the Campaign name) that relates to the survey you are using the Template to invite people to. The buttons are automatically configured by our system. For the body of the message, we insert a suggested message and recommend you keep it similar to its current layout.

Type of Template: For survey invitations, select the Marketing type. For payment notifications, select the Utility type. Utility is cheaper than

Dynamic placeholders. To personalise the message, insert dynamic placeholders into the message e.g. {{1}}. They can only be inserted in the body of the message → We only support dynamic fields in the body.

Approval: WhatsApp message templates must be submitted to WhatsApp for approval before use. This usually takes between 1min - 3 days.

Steps to Create

In the Template page or the Share tab within your research campaign, you can create a Template

Click "Create Template" and specify the details:

Give the template a Name (all lowercase, no numbers or characters)

Select the Type of template you want to create.

For survey invitations, select the Marketing type.

For payment notifications, select the Utility type.

Select the Campaign you want it to be associated wit

Give it a Header

Update the Body of the message. You can also add

placeholders⁠

to your message body to personalise the message for each recipient.

Once you have filled in all the details, you can click ‘Create Template 🚀’

Templates typically take 1 minute - 1 day to be approved.

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3. Send Template Message

Once your template message has been approved, you can send a bulk invite to participants to complete the survey.

Upload a list of the contacts you want to invite to the research campaign. The first column must be named ‘phoneNumber’, you can also add an optional ID column to track participants, ‘idNumber’

Specify the Template message you want to send by choosing the Campaign you are inviting participants to complete

Press ‘Launch campaign 🚀’!

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This is how the message will look to the participants you have sent it to.

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Section 3: Results

Bar graph of each response with ability to filter and select using both other questions and demographic information

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NB: Product notes

Progress is not saved automatically, remember to save with the button

The webapp does not currently support ‘multi-player’ teams. One set of login details can thus be shared and used

Use the text format for a: voice note, Picture or video question

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👉 Next:
`2. Submitting & managing Template messages`⁠

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Launch a Research Campaign in Yazi's app

⁠Yazi’s Web app⁠⁠

💎 NB Summary 💎

Section 1: Creating Research Campaign

1. Create Research Campaign

2. Setup Campaign Details

Screener question

Audience Toggle: Specify demographic attributes

3. Scripting Survey Questions

Question Specifications:

Question Type rules

Question text

Multiple choice

Multi-Select Multiple choice

4. Launch

Section 2: Inviting Participants to Research

1. Share link

2. Create and Submit a Template message

💎 NB Summary 💎

Steps to Create

3. Send Template Message

Section 3: Results

NB: Product notes

👉 Next: 2. Submitting & managing Template messages⁠

⁠
`Yazi’s Web app`⁠
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👉 Next:
`2. Submitting & managing Template messages`⁠