> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/forms/request-form-personalize-whatsapp-email-and-sms-template.md).

# 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="/files/DbufTP2y9BigbgXseomJ" 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="/files/79e1tXJPy1sYGSkQAdY6" alt=""><figcaption></figcaption></figure>

## Request Form - WhatsApp Template

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

<figure><img src="/files/FHZPws42pgLHMeG5WvLi" 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="/files/iK36Q8u8pbusv6xsRhuM" 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="/files/forFNxmj43AmN1d7bxKY" 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="/files/uMUR8T3OQRFdlmkDUQNs" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/XOdCU9b5cGqLI8XJrn9l" alt=""><figcaption></figcaption></figure>

***

## Request Form - Email Template

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

<figure><img src="/files/YzyBK6442JVd3ggqprur" 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="/files/5zClsBaKqgr0ZiK2fT9g" 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="/files/4aUhbqlWTVrQeerVDzdI" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/W1dzlQ3p7oX8Je9kuFyH" alt=""><figcaption></figcaption></figure>

***

## Request Form - SMS Template

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

<figure><img src="/files/3Gi4rvJJYfze955i1M8J" 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](/product-guides/communication/email-sms-sender-configuration.md)

**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="/files/78veAMypLPMrooljQfkj" 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="/files/rNltS7s1vla2peuw4Swp" alt=""><figcaption></figcaption></figure>