Opinion Box | 2025

WhatsApp as a new survey channel

WhatsApp as a new survey channel

In the Opinion Box Customer Experience platform, users can monitor indicators like NPS, CSAT, and CES in real-time, all in one place. This project focused on implementing WhatsApp as a new survey channel, expanding feedback collection possibilities.

capa
capa

My role

Product Designer | UX/UI

Challenge

Problem: The platform already had SMS, but needed a more modern and customizable channel.

Objectives:

  • Seamlessly integrate WhatsApp into the existing workflow.

  • Provide predefined templates with full customization.

  • Balance usability, personalization, and platform identity.

Strategic Insights:

  • 82% of users already communicate with brands via WhatsApp.

  • 75% of these interactions are for quick questions or information.

  • 67% use WhatsApp for technical support.

Key challenge: translate these user behaviors into tangible value for the platform.

Design Process

  • Conducted competitive analysis to understand how WhatsApp is used in other survey platforms.

  • Explored multiple integration approaches, including sending messages via external apps vs. directly from our platform, and validated the most efficient workflow.

  • Applied prioritization frameworks (ICE) and iterated solutions aligning with both user needs and product goals.

Design Process

Solutions delivered:

  1. Channel grid integration: WhatsApp added as a survey option.

  2. Consistent platform experience: questionnaire creation and survey settings follow the SMS flow; invitations can be fully personalized.

  3. Live preview mockup: reflects real-time customizations.

  4. Default unsubscribe button: ensures compliance and improves user trust.

  5. Direct message sending: users can send WhatsApp surveys directly from the platform, streamlining the workflow and keeping users in one environment.

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Results

  • 2 in 3 new clients adopt WhatsApp surveys since launch.

  • Increased user confidence in survey creation, invitation validation, and API configuration.

  • Solution exceeded expectations of team, clients, and service providers.

Learnings

  • Reinforced the link between design and data-driven research.

  • Gained experience in prototyping and implementing new features.

  • Learned how to enhance existing features, adding innovation and refinement to the platform.

Let’s connect!

Let’s connect!

I hope you enjoyed my project! Feel free to contact me if you have any questions or if you'd like to work on your new project together!