Skip to main content

Request Form - Personalize WhatsApp, Email and SMS template

When you send a form to a client from their profile, or an automation requests a form, the client gets a message with the form link by WhatsApp, email or SMS. These request form messages come from your default communication templates. Change them to match your tone and branding, for example "Hi Olivia, please complete your intake form before your first visit at Serene Wellness Studio".

Available withCRM SuiteIncluded in the Complete plan.Plans and modules

Before you start​

  • WhatsApp: the message must be an approved WhatsApp message template. To use your own wording, create one first in WhatsApp message templates and wait for approval.
  • SMS: SMS must be set up for your account first; contact support if you have not used SMS yet. In India, a changed SMS template must be approved under DLT before it can be used; contact support for help.

Edit a request form template​

  1. Go to Settings > Default Communication Templates (under Templates).
  2. Find the request form templates for WhatsApp, Email and SMS, and click Edit on the one you want to change.
  3. Change the message:
    • WhatsApp: pick the WhatsApp message template to send, then fill each parameter. Type # in a parameter to pick a variable, for example #client.name.
    • Email: edit the subject and message. Type # to insert a variable.
    • SMS: edit the message. Type # to insert a variable.
  4. Click Save.
  5. Test it: send a form to yourself as a client from the client's Forms tab.
Default communication template for the request form email with subject, message and personalisation variables

Personalisation variables​

Client: {{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: {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}}

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

tip

Always include the form link, {{form.url}}, so the client can open the form.

Last updated on