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Post-visit survey via WhatsApp API template

The scenario sends the client a personalized WhatsApp template after a visit or appointment is completed, asking them to share feedback on the experience.

Use case overview

The scenario sends the client a personalized WhatsApp template after a visit or appointment is completed, asking them to share feedback on the experience. The message includes the client name, visit date, and a short survey prompt. A static URL button opens the feedback form or survey page.

Template example

Hello, {{1}}! Thank you for your visit on {{2}}. {{3}} Please take our short survey — it takes about a minute.

Take survey
  • {{1}}
    customer name
  • {{2}}
    visit or appointment date (e.g. 12 August 2026)
  • {{3}}
    survey prompt or instruction (e.g. rate your visit from 1 to 5, takes 1 minute)
  • “Take survey”
    button — fixed in the Meta template
WhatsApp Business API for post-visit survey request

When to use it

Use this scenario when a client completes a visit or appointment and the team needs a structured feedback survey on WhatsApp rather than a manual follow-up message or email-only survey. It fits clinics and salons collecting post-appointment ratings, field service teams after on-site visits, and agencies connecting post-visit triggers from booking systems, CRM, or custom scheduling workflows.

Higher post-visit survey response rates
The survey request lands in WhatsApp with name, visit date and survey prompt as three body variables, so the feedback ask sits in a channel the client already uses instead of an email survey they never open.
Compliant first message after the visit
The booking system fires an approved template when the appointment is marked complete, so the survey request reaches the client even when there is no open conversation and free-text replies are not allowed.
No manual agent survey messages
The post-visit trigger resolves the recipient phone and survey fields, builds the template with three body variables and a static URL button, so staff do not retype visit context or remember to send a survey link.
Visit context before they respond
Customer name and visit date appear in the message body, so the client knows which completed appointment they are rating before tapping the fixed Take survey button that opens the feedback form.
Delivery logged for follow-up analytics
Delivery result is written back to the booking system or CRM while survey completion is tracked on the linked form, so post-visit feedback stays tied to the same appointment record.

Workflow

  1. Build & send

    The booking or CRM system fires a post-visit trigger when the appointment is marked complete.

    POST /sendTemplate

  2. Capture event

    The system resolves the recipient phone number and survey fields.

    phone: "+…"

  3. A personalized template message

    A personalized template message is built with three body variables and a static URL button.

    POST /sendTemplate

  4. Delivered

    The client receives the WhatsApp survey request with visit context.

    delivered

  5. Status tracked

    Delivery result is logged; survey completion is tracked outside WhatsApp.

    status: "read"

WhatsApp Business API for post-visit survey request

Technical implementation

Prerequisites

  1. 1MSG API Key · How to get API Key
  2. WhatsApp Business account · How to Connect WABA
  3. WhatsApp Template · How to Approve WABA Template
  4. Customer opt-in · How to Manage Customers Consent

Code examples

#!/usr/bin/env bash
set -euo pipefail

# === Configuration (replace "___" placeholders) ===

API_BASE_URL="https://api.1msg.io"        # production 1MSG API base URL
CHANNEL_ID="___"                           # channel ID from 1MSG dashboard
API_TOKEN="___"                            # channel JWT token (Bearer)

TEMPLATE_NAME="___"                        # approved template name
TEMPLATE_NAMESPACE="___"                   # template namespace (required — send fails without it)
TEMPLATE_LANGUAGE="___"                    # template language code, e.g. "en"



# === Test data ===
TEST_PHONE="___"                 # client phone in international format
TEST_CUSTOMERNAME="___"         # {{1}} customer name
TEST_DATE="___"         # {{2}} date or time
TEST_INFO="___"         # {{3}} additional info

PHONE_NORM="$(printf '%s' "$TEST_PHONE" | tr -cd '0-9')"

for pair in "CHANNEL_ID=$CHANNEL_ID" "API_TOKEN=$API_TOKEN" \
            "TEMPLATE_NAME=$TEMPLATE_NAME" "TEMPLATE_NAMESPACE=$TEMPLATE_NAMESPACE" \
            "TEMPLATE_LANGUAGE=$TEMPLATE_LANGUAGE" "TEST_PHONE=$TEST_PHONE" \
            "TEST_CUSTOMERNAME=$TEST_CUSTOMERNAME" \
            "TEST_DATE=$TEST_DATE" \
            "TEST_INFO=$TEST_INFO"; do
    val="${pair#*=}"
    if [ -z "$val" ] || [ "$val" = "___" ]; then
        echo "Missing configuration value: ${pair%%=*}" >&2
        exit 1
    fi
done

if [ -z "$PHONE_NORM" ]; then
    echo "Error: phone number has no digits after normalization" >&2
    exit 1
fi

URL="${API_BASE_URL%/}/${CHANNEL_ID}/sendTemplate"

# params carries body ONLY. Button text is fixed in the Meta template — no button param.

# {{1}} customer name → ${TEST_CUSTOMERNAME}
# {{2}} date or time → ${TEST_DATE}
# {{3}} additional info → ${TEST_INFO}
read -r -d '' PAYLOAD <<JSON || true
{
  "phone": "${PHONE_NORM}",
  "template": "${TEMPLATE_NAME}",
  "namespace": "${TEMPLATE_NAMESPACE}",
  "language": { "policy": "deterministic", "code": "${TEMPLATE_LANGUAGE}" },
  "params": [
    {
      "type": "body",
      "parameters": [
        { "type": "text", "text": "${TEST_CUSTOMERNAME}" },
        { "type": "text", "text": "${TEST_DATE}" },
        { "type": "text", "text": "${TEST_INFO}" }
      ]
    }

  ]
}
JSON

RESPONSE="$(curl -s -w '\n%{http_code}' -X POST "$URL" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer ${API_TOKEN}" \
    -d "$PAYLOAD")"

HTTP_CODE="$(printf '%s' "$RESPONSE" | tail -n1)"
BODY="$(printf '%s' "$RESPONSE" | sed '$d')"

case "$BODY" in
    *'"sent":true'*) ok=1 ;;
    *) ok=0 ;;
esac

if [ "$HTTP_CODE" -ge 200 ] && [ "$HTTP_CODE" -lt 300 ] && [ "$ok" -eq 1 ]; then
    echo "Message sent to client."
    echo "API response: $BODY"
else
    echo "Send failed. HTTP status: $HTTP_CODE" >&2
    echo "$BODY" >&2
    exit 1
fi

Response and delivery status

HTTP 2xx and JSON "sent": true mean 1MSG accepted the message for sending — not that it already reached the customer's phone. Save the id field (looks like wamid.…) to correlate delivery callbacks.

200 OKResponse
{
  "sent": true,
  "message": "Sent to [email protected]",
  "description": "Message has been sent to the provider",
  "id": "wamid.HBgLMzgwNjM5..."
}
  • sent

    Accepted for sending — not yet on the customer's phone

  • id

    Store it; delivery callbacks and hookInfo are keyed on this

Delivery statuses and webhooks →

Common errors

StatusAPI responseCauseFix
200Message was not sent: template is not definednamespace, template or language is missing from the request body.Send all three. Take namespace and the exact template name from GET /templates; language is an object: {"policy": "deterministic", "code": "en"}.
200template name (…) does not exist in <language>The template is approved in a different language than the one requested.Use the exact language code the template was approved in (for example es_MX is not the same as es). Check it in GET /templates.
200Message was not sent: provide chatId, phone, bsuid, or usernameNo recipient the channel could resolve.Pass exactly one recipient: phone (country code plus number, digits only), chatId (for example [email protected]) or bsuid.

All error codes →

Common questions

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