Per-stage feedback survey via WhatsApp API
The scenario sends the client a personalized WhatsApp template when a specific service stage is completed, asking them to rate how that step went.
Use case overview
The scenario sends the client a personalized WhatsApp template when a specific service stage is completed, asking them to rate how that step went. The message includes the client name, stage name, and a short feedback prompt. A static URL button opens the stage survey form or feedback page.
Template example
Hello, {{1}}! Stage "{{2}}" is complete. {{3}} Please rate this service stage — it takes about a minute.
- {{1}}customer name
- {{2}}completed service stage name (e.g. onboarding call, diagnostics, installation)
- {{3}}feedback prompt or instruction (e.g. rate this stage from 1 to 5, takes 1 minute)
- “Rate stage”button — fixed in the Meta template

When to use it
Use this scenario when a multi-stage service reaches a defined milestone and the team needs structured feedback on that specific step on WhatsApp rather than a manual follow-up message or end-of-project email survey alone. It fits implementation and onboarding teams collecting 1–5 star ratings after each milestone, field service and B2B delivery workflows surveying after diagnostics or installation, and agencies connecting stage-completed triggers from CRM, PSA, or custom service workflows.
Workflow
- Trigger
The CRM or operations system fires a stage-completed event when the milestone is marked done.
event·triggered - Capture event
The system resolves the recipient phone number and stage feedback fields.
phone:"+…" - Build & send
A personalized template message is built with three body variables and a static URL button.
POST/sendTemplate - Delivered
The client receives the WhatsApp stage feedback request with stage context.
delivered - Status tracked
Delivery result is logged; survey completion is tracked outside WhatsApp on the linked form.
status:"read"

Technical implementation
Prerequisites
- 1MSG API Key · How to get API Key
- WhatsApp Business account · How to Connect WABA
- WhatsApp Template · How to Approve WABA Template
- 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_STAGE="___" # {{2}} stage name
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=$TEST_CUSTOMERNAME" \
"TEST_STAGE=$TEST_STAGE" \
"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}} stage name → ${TEST_STAGE}
# {{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": "${TEST_STAGE}" },
{ "type": "text", "text": "${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.
{
"sent": true,
"message": "Sent to [email protected]",
"description": "Message has been sent to the provider",
"id": "wamid.HBgLMzgwNjM5..."
}sentAccepted for sending — not yet on the customer's phone
idStore it; delivery callbacks and
hookInfoare keyed on this
Common errors
| Status | API response | Cause | Fix |
|---|---|---|---|
| 200 | Message was not sent: template is not defined | namespace, 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"}. |
| 200 | template 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. |
| 200 | Message was not sent: provide chatId, phone, bsuid, or username | No recipient the channel could resolve. | Pass exactly one recipient: phone (country code plus number, digits only), chatId (for example [email protected]) or bsuid. |
