Flow · Financial Services & Banking

Financial Services & Banking — Effort Score

Measure how easy the experience felt, and what could make it smoother.

A complete multi-step WhatsApp survey

This flow shows the full survey a financial services & banking customer would see: a verified business sender, a rich card, tappable answer options, and the follow-up questions that adapt to each response. Every survey message is fully customizable.

How WhatsApp surveys work for Financial Services & Banking

All flows

9:41

Harbor Bank

Business · WhatsApp

Today

Quick question about how that just went.

Your visit

How easy was it to get this done, {{first_name}}?

One tap tells us how it went.

★★★

Thanks! One more thing —

Your visit

What made it easier or harder?

Pick the one that fits best.

Too many stepsHard to reach someone

Clear instructions

Got it — just a bit more.

Your visit

Which part took the most time or effort?

Pick the one that fits best.

Waiting for a responseReaching the right person

Finding the right info

Appreciate that — one more:

Your visit

How likely are you to use this again?

One tap tells us how it went.

★★★

Great, next up:

Your visit

How clear were the instructions along the way?

One tap tells us how it went.

★★★

Thanks! One more thing —

Your visit

Would you recommend this process to a friend?

Pick the one that fits best.

Maybe

Yes

Perfect, last one:

Your visit

Anything you'd like to add?

Type a quick note below.

Everything was great, thanks!

Thanks — this helps us cut the friction next time.

WhatsApp message

A complete multi-step WhatsApp survey

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