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Create Form Fields

Form fields are text fields with multiple predefined values. Admins can create form fields with a list of values repeatedly used in messaging across your organization.

Here is how you create form fields and add required values:

  1. Click the Channels drop-down.

  2. Click Form Fields from the drop-down. See the following image:

    You can also click the Channels tab, then click Form Fields under the Templates section on the left navigation panel. 

  3. Click the Enable Form Fields checkbox to enable the feature for your organization.

    The Form Fields page opens.

  4. Enter a name in the Field Name. See the following image:

    When sending messages, this text will provide a drop-down option with all the values you add to it. 

  5. Click the pen icon to add values to the form field. See the following image:

    The page to add form field values opens.

  6. Enter a value for the field in the Value field.

  7. Click +Add Another to add more form fields. See the following image:

    Ensure to add all the possible values in the form field. A sender can use only these values while sending messages. 

  8. Click Save when all the required values are added.

    Now you have added values to a form field. The Form Fields page opens.

  9. You can click Add another to add more form fields. See the following image:

  10. You can click Add Free Text Entry to create a text box that other admins can use to add free text while sending messages.

    Tip: You cannot update the message body while using form field templates. To add more details, create a Free Text Entry Field and add it to the template. The free text field lets you add more details to the existing message content. 

  11. Enter a label to recognize the free text field.

  12. Click the +sign to save it. See the following image:

    When the free text field appears in a message template, the admin can enter any appropriate text and send the message.

  13. Click Save to save all changes.

    You get a message confirming the creation of form fields.