Building a form

This page walks through every part of the form editor under Marketing → Forms: the message that carries the form, the fields themselves, the live preview, GDPR consent capture, the ActiveCampaign push, and what happens when you publish.

Create a form

1. Go to Marketing → Forms.
2. Type a name into the Form name… box (e.g. Webinar registration) and click + New form.
3. The editor opens. The name is internal — your contacts see it only as the small title of the form screen, so keep it short and descriptive.

The Forms list shows all your forms with their status pill (Published, Draft, Deprecated, Throttled, Blocked), the number of fields, and a live Submissions counter per form. Use the all / published / draft filter chips or the search box to find a form quickly.

The message around the form

A form is delivered as a chat message with a button. In the Content section you shape that message:

• Name (internal) — the form’s name. Also used (first 30 characters) as the title of the form screen.
• Message text (above the form button) — the chat message itself, e.g. “Sign up quickly and we’ll get back to you 👇”. You can personalize it with the placeholders {{name}}, {{first_name}} and {{phone}}.
• Button label — the button the contact taps to open the form (max 30 characters). Make it an action: Register now, Get my quote.
• Footer (optional) — small print under the message (max 60 characters).

Media header (optional)

A form message can carry an image, video or document header — great for a short welcome video above the button:

1. In Media header, choose Video, Image or Document.
2. Click 📤 Upload file and pick the file, or paste a direct file link.

Supported: MP4 video (max 16 MB — WhatsApp’s limit), JPG/PNG images (max 5 MB), PDF documents (max 100 MB).

Caution

Upload the actual video file. YouTube, Vimeo or Wistia links do not work — those are web pages, not video files, and WhatsApp rejects them. Nybero hosts your uploaded file and WhatsApp plays it directly in the chat.

Form fields

Click + Field to add a field, then give it a label (e.g. Full name). These are the available field types:

Field type	What the contact sees
Text	A single-line text input
Email	A text input with email keyboard and validation
Phone	A text input with phone keyboard
Number	A numeric input
Multiline	A larger free-text box — for open questions and feedback
Date	A native date picker

For each field you can:

• Toggle Required — the contact can’t submit while a required field is empty.
• Reorder with the ↑ / ↓ arrows, or remove with ✕.
• Click a field to open Field properties on the side, where you can also set a Help text (optional) — a small hint under the input, e.g. “We only use this for your inquiry”.

Tip

Keep the form short — fewer fields mean a higher completion rate. Three to five fields is the sweet spot; put anything optional at the end.

A note on structure: a Nybero form is a single screen — all fields appear on one scrollable form page with one submit button. There are no multi-screen forms, and no dropdown/multiple-choice fields; if you need a quick either/or question, reply buttons in an automation are usually the better tool, and the form handles the typed details.

Field labels double as the contact field names where the answers are saved, so name them the way you want to see them on the contact later (a field labeled Full name fills the contact’s name automatically if it’s still empty).

The live phone preview

On the right you always see a live WhatsApp-style phone preview with two tabs:

• Chat — how the form message looks in the conversation: media header, your message text, footer and the button.
• Form — the form screen that opens on tap, with all fields, help texts, the consent checkbox and the submit button.

Everything updates as you type, so you can iterate on wording without sending a single test message.

Send to ActiveCampaign (push to CRM)

Tick Send to ActiveCampaign (push to CRM) to push every submission to AC in addition to Nybero:

• Set tag (optional) — a tag applied to the AC contact on every submission (pick an existing one or type a new one).
• Fields → ActiveCampaign field — map each form field to an AC custom field, or leave it at — standard only (email/name) —.

How the push works: the contact is matched or created in ActiveCampaign by the submitted email address, the mapped fields and tag are applied, and the contact’s WhatsApp number is always written to AC’s standard phone field. If no ActiveCampaign account is connected, submissions are simply stored in Nybero only. Set up the connection under Integrations → ActiveCampaign.

Capture opt-in consent (GDPR)

Tick Capture opt-in consent (GDPR) to add a required consent checkbox to the form:

• Consent text (required checkbox in the form) — the exact wording the contact agrees to, e.g. “I consent to receiving info & offers from [your business] via WhatsApp. Unsubscribe anytime with STOP.”
• Privacy link (optional) — shown as a tappable “Privacy policy” link next to the checkbox and stored with the proof.

On submit, the contact’s opt-in status is set to confirmed, and the exact consent text is saved with a timestamp in the consent log — audit-ready proof. More on the legal side in Opt-in and GDPR & consent.

Caution

Name your business in the consent text. Meta requires the opt-in wording to clearly state who the messages come from.

Publishing to Meta

A form must be published before it can be sent to contacts. Click Save & publish (or Confirm & publish form at the bottom):

1. Nybero compiles your fields into Meta’s form format and registers the form on your WhatsApp Business Account.
2. Meta validates it immediately — this takes seconds, not days. There is no manual review queue like there is for message templates.
3. If validation fails, the exact error is shown at the top of the editor (e.g. a problem with a field) — fix it and publish again.
4. On success you’ll see “Published to Meta — now sendable” and the status pill switches to Published.

A published form can be selected in the Send form (flow) automation step and sent to any contact with an open 24-hour window. See Using forms in automations.

Test-sending

Use Send test to contact (24-hour window open) in the editor: pick a contact and click Test. Two limitations:

• The form must have been published at least once first (“Publish first, then it can be test-sent.”).
• The test contact’s 24-hour window must be open — so message your own test number first, then send the test.

While a form is still in Draft state (e.g. after editing), a test send delivers it in draft mode — only admins of your own WhatsApp Business Account can open it. Regular contacts need the published version.

Editing after publishing

You can keep editing a published form, but be aware:

• Changing the fields, name, message text, button label or consent settings switches the form back to Draft, because the version at Meta no longer matches. Click Save & publish again to push the new version live.
• While the form sits in Draft, automations that send it deliver the draft version — which only your own WABA admins can open. Regular contacts can’t. So republish promptly after editing, or edit at quiet times.
• Answer capture keeps working: submissions from forms that are already in contacts’ chats are still recorded normally.

Deleting a form (the trash icon in the list) removes it from Nybero; you’ll be asked to confirm.

Worked example: a consultation request form

Let’s build a form a service business can attach to the keyword “CONSULT”:

1. Marketing → Forms → type Consultation request → + New form.
2. Message text: Hi {{first_name}}, tell us briefly what you need — we'll get back to you within one business day 👇
3. Button label: Request consultation
4. Add fields:
   • Full name — Text, Required
   • Email — Email, Required
   • Company — Text
   • What do you need help with? — Multiline, Required, help text “2–3 sentences are plenty”
5. Tick Capture opt-in consent (GDPR) and write: “I consent to Acme GmbH contacting me about my request and related offers via WhatsApp. Unsubscribe anytime with STOP.” Add your privacy link.
6. Tick Send to ActiveCampaign (push to CRM), set the tag consult-request, and map Company and What do you need help with? to your AC custom fields.
7. Check both tabs of the phone preview, then click Save & publish.
8. Send yourself a test via Send test to contact and submit it once — you’ll see the answers appear on your contact under Fields & detected data and in the Inbox as ”📋 Form completed”.

Now wire it up: send it on a keyword and react to submissions.