# Request Form - Personalize WhatsApp, Email and SMS template

**Step 1:** Go to the **Whautomate app,** Select the **Settings** menu option, and Click the **Default Communication Templates** option in the Templates section to continue. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FtCJwVvkzzOz0iW8PiPI6%2Fimage.png?alt=media&#x26;token=d8e4147f-83eb-4d01-b25a-afb4d78cde2f" alt=""><figcaption></figcaption></figure>

**Step 2:** On this page, you can access all default communication templates. The Request Form **WhatsApp, Email,** and **SMS** templates are highlighted. Simply click on the **Edit** icon to modify the template according to your preferences. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FenVnQjK79yE2qJAKOhEk%2Fimage.png?alt=media&#x26;token=94f0c507-ca95-426c-9f30-9e8fd97175c6" alt=""><figcaption></figcaption></figure>

## Request Form - WhatsApp Template

**Step 1:** To edit the **WhatsApp** template, simply select the "**Edit**" icon.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FxYa0W7lVDEYrDaN4S8H8%2Fimage.png?alt=media&#x26;token=b6892924-9325-41da-b43f-edc60482091a" alt=""><figcaption></figcaption></figure>

**Step 2:** Select a WhatsApp template message you want to send your client for the request form.

(a) I used the Whautomate **whauto\_send\_client\_form(en)** WhatsApp default message template which was already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FuSRFvxtrSsaqPP3PpxvO%2Fimage.png?alt=media&#x26;token=3394694b-0287-40e4-8c88-785c93307feb" alt=""><figcaption></figcaption></figure>

(b). When you enter **(#)** in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details.

**Eg**: #client.name = {{client.name}}, #business.name = {{business.name}}, etc.

#### Available Personalisation Variables:

**Client Variables**

> {{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}}

**Business Variables**

> {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}}

**Form Variables**

> {{form.name}}, {{form.clientName}}, {{form.status}}, {{form.url}}, {{form.partialUrl}}, {{form.pdf}}, {{form.downloadId}}, {{form.id}}

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F7y9RyC8noNrUeKbkB08j%2Fimage.png?alt=media&#x26;token=9497be5a-befe-471b-9762-0e25b444b1f7" alt=""><figcaption></figcaption></figure>

**Step 3:** After entering all the necessary information, please click on the "**Save**" button to save your changes. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F4Qz034UPVRLVf7cjNaPv%2Fimage.png?alt=media&#x26;token=b804827b-bb79-4360-9ef8-5f92eedf00c5" alt=""><figcaption></figcaption></figure>

**Step 4:** Now, Create a test client and send yourself a form via **WhatsApp** to test it. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Fxq5wINIOpbv0ELL56NWg%2Fimage.png?alt=media&#x26;token=90189e4a-d090-4c06-a904-6dcde6432286" alt=""><figcaption></figcaption></figure>

***

## Request Form - Email Template

**Step 1:** To edit the **Email** template, simply select the "**Edit**" icon.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FrdWrVlRzJRBlV3CJZpTB%2Fimage.png?alt=media&#x26;token=03dc7700-21fb-4712-8d0e-b11a9a59220b" alt=""><figcaption></figcaption></figure>

**Step 2:** On this page, You can modify the **Email Subject and Message** template according to your preferences.

**Note:** Please enter **(#)** to choose from personalisation variables in the parameters E.g. client name, location name, etc.

[**Available Personalisation Variables for Email Template Mentioned in the upper section of WhatsApp:**](#available-personalisation-variables)

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FAGR6TqbdyYwUxwZubzaY%2Fimage.png?alt=media&#x26;token=7b82cfba-1cb1-4379-b0d3-b209a199dfa4" alt=""><figcaption></figcaption></figure>

**Step 3:** After entering all the necessary information for the Email template, please click on the "**Save**" button to save your changes. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FHsmf75HyHjDWwk8CdLpL%2Fimage.png?alt=media&#x26;token=1a3b6b08-a09b-4b34-adf6-59c120391f49" alt=""><figcaption></figcaption></figure>

**Step 4:** Now, Create a test client and send yourself a form via **Email** to test it. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FgJ2laUxTc5gLBAIYT9uy%2Fimage.png?alt=media&#x26;token=b2986dd9-de54-4127-8462-a5723891cfbc" alt=""><figcaption></figcaption></figure>

***

## Request Form - SMS Template

**Step 1:** To edit the **SMS** template, simply select the "**Edit**" icon.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FAb3Gi9ogNGBTDTQIEqDC%2Fimage.png?alt=media&#x26;token=13207203-24c3-4635-81ee-35b035bff10e" alt=""><figcaption></figcaption></figure>

**Step 2:** On this page, You can modify the **SMS Message** template according to your preferences.

<mark style="color:orange;">Note: Before you change the SMS message you must complete your SMS configuration first.</mark>&#x20;

(i) Check this below link on how to Configure SMS for customized outgoing SMS 👇

[email-sms-sender-configuration](https://help.whautomate.com/product-guides/communication/email-sms-sender-configuration "mention")

**India:** \
When you change SMS templates, it needs to be submitted for DLT Approval. For any support or assistance, please don't hesitate to contact our support team.

👉 Please reach out to our support team at this email <mark style="color:purple;"><support@whautomate.com></mark> if you need any help.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FQUWjm4kYmnw3ne5ybc5D%2Fimage.png?alt=media&#x26;token=b3e78187-6ab5-47b0-93dc-055a7e30297c" alt=""><figcaption></figcaption></figure>

**Step 3:** After entering all the necessary information for the **SMS** template, please click on the "**Save**" button to save your changes. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Fz9zlzqLSrycESy30UpdH%2Fimage.png?alt=media&#x26;token=a11df27d-8941-4a32-8673-1e86f0b644b2" alt=""><figcaption></figcaption></figure>
