---
title: Create Message Templates with Form Fields
description: To use form fields in messaging, you must create message templates with form fields. The message template contains predefined message content with...
---

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1. [Regroup Knowledge Base](https://resources.regroup.com/regroupkb)
2. [Manage Messages](https://resources.regroup.com/regroupkb/manage-messages)
3. [Manage Form Fields](https://resources.regroup.com/regroupkb/manage-messages#manage-form-fields)

# Create Message Templates with Form Fields

To use form fields in messaging, you must create message templates with form fields. The message template contains predefined message content with placeholders for form field values. The sender can add the delivery method, recipients, sender profile and the required form field values while sending the message.

**Note**: When messaging using the form field templates, you can update the message title and add form field values. However, you cannot edit the message content.

To create form field templates, you can create a standard message template and click **Insert Form Fields** to insert form fields in the message content. 

Here is how you create message templates with form fields:

1. Click the **Channels** drop-down and select **Message Templates**. See the following image:
   
   ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/TY1VNJwMEI5xWuG814dRNMTyuKl7HobDO1-1HEqtpzyphGc6etMgBToeyb6gex_krOk533t935iJQ87txAwpn3sl8KRnx8BBd8F4k0Ctoyh88dxdJ8Geqn44suLbeUIIaMXX-CQtBoqvRx2n0WNoz-1.png?width=670&name=TY1VNJwMEI5xWuG814dRNMTyuKl7HobDO1-1HEqtpzyphGc6etMgBToeyb6gex_krOk533t935iJQ87txAwpn3sl8KRnx8BBd8F4k0Ctoyh88dxdJ8Geqn44suLbeUIIaMXX-CQtBoqvRx2n0WNoz-1.png)
   
   The Message Template page opens.
   
   You can also reach the Message Template page through **Channels** \> **Message Templates**. See the following image:
   
   ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/pvDcGsNN431FEWu6Scm5Jwz3KTCzaPVSjjsFy-GoZHkMhKDdI3CvjRRZDwCECKolp0qhua2kW0-wfLPQun3wLyY279-sTlHeZk-3LJ1JYZQH4jvtVHTXMs09C35wY1ixSqg196oRqCprx1vkfUvy5-1.png?width=670&name=pvDcGsNN431FEWu6Scm5Jwz3KTCzaPVSjjsFy-GoZHkMhKDdI3CvjRRZDwCECKolp0qhua2kW0-wfLPQun3wLyY279-sTlHeZk-3LJ1JYZQH4jvtVHTXMs09C35wY1ixSqg196oRqCprx1vkfUvy5-1.png)
2. Click the **New Template** button. The following image highlights the button:
   
   ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/K2uDu794zOLu0dv1KX2m24Vqv-sQfPzQrRcslmB7FL6dqh-sWVWm1ksiwXb-8ZH5IWpwQZe7HLd1Mwf6AQp-TprhOY4bAMYV1OiyyNX7aJiPJyGDl58VjoygEaXiFxVKQbdSUIu8Go23h28Re0Q51-1.png?width=670&name=K2uDu794zOLu0dv1KX2m24Vqv-sQfPzQrRcslmB7FL6dqh-sWVWm1ksiwXb-8ZH5IWpwQZe7HLd1Mwf6AQp-TprhOY4bAMYV1OiyyNX7aJiPJyGDl58VjoygEaXiFxVKQbdSUIu8Go23h28Re0Q51-1.png)
   
   The New Message Template page opens.
3. By default, the **Message Type** is chosen as **Message.** Otherwise, click the drop-down to select Message. See the following image:
   
   ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/E-ZVFAO39_hX98T0bQMJusP3xefQ8D5E9xAJutxytP6B0bBNTGdr0BhjE3OrIqiQLJhMsv-brvYOlIqJ_fz38afbLgOyGsYk6cLvrD6AtZJ5J60sjcblGEdaa20GxV1EMc7gEhPvbJMClx7F7lay7-1.png?width=670&name=E-ZVFAO39_hX98T0bQMJusP3xefQ8D5E9xAJutxytP6B0bBNTGdr0BhjE3OrIqiQLJhMsv-brvYOlIqJ_fz38afbLgOyGsYk6cLvrD6AtZJ5J60sjcblGEdaa20GxV1EMc7gEhPvbJMClx7F7lay7-1.png)
4. Enter a name for the template in the **Template Name** field. Ensure you choose a name that quickly communicates details of the template and form fields used.
5. Enter the title of the message in the **Message Title** field. See the following image:
   
   ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/EK4dt-RxKcbQzkIn-3BnUCORCV2hjxcqQY8Vq-uKeiBm0XrcJCY7j6686iLhloYjBMalFcf9k6cfmQm4HbXzwCGXWQ58lDko617UZD2oUE0pTee3zVcceHRPtCLWSxuxWas_g3v6sH6wqSo80Y8ze-1.png?width=670&name=EK4dt-RxKcbQzkIn-3BnUCORCV2hjxcqQY8Vq-uKeiBm0XrcJCY7j6686iLhloYjBMalFcf9k6cfmQm4HbXzwCGXWQ58lDko617UZD2oUE0pTee3zVcceHRPtCLWSxuxWas_g3v6sH6wqSo80Y8ze-1.png)
6. The **Use as email subject line** checkbox is enabled by default. You can disable it to enter a different email subject line.
7. You can click the **Custom content for each delivery method**checkbox to enter different text for each delivery method.
8. Click the message content field and enter your message.
9. Click the **Insert Form Field** button to enter a form filed in the message content body. See the following image:
   
   ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/PKDMPhJcUoNQtkbRuvNQ-ksF7DSmenMmtr2oYv-E5Ds4oTtPpYHbhtyPSpDb1v-H5wBzIaLB5blECPCYRXLyHTlIp4mXqJ4Actuj22RZLMaTeNx12-sVZpjjynOoqq0ecltPaAvvt-L68B7j-HeR5-1.png?width=670&name=PKDMPhJcUoNQtkbRuvNQ-ksF7DSmenMmtr2oYv-E5Ds4oTtPpYHbhtyPSpDb1v-H5wBzIaLB5blECPCYRXLyHTlIp4mXqJ4Actuj22RZLMaTeNx12-sVZpjjynOoqq0ecltPaAvvt-L68B7j-HeR5-1.png)
10. Select the required value from the drop-down. You can select the form field created by other admins if it’s shared with you. See the following image:
    
    ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/JpZJ4su7kCiHtlCgtDhXohRahAIAXQnt6jqUd3NGoLyk26tAOM4Qr6Fkc9FvjX2ZaS_kOYa94XqF_DmdiVzJFP5jCHbaO3T8eKH96W7mJqRm3GIqiPoXMkSGHgTB2WrpD0jzWRW7gA0GJ88uQX-3A-1.png?width=670&name=JpZJ4su7kCiHtlCgtDhXohRahAIAXQnt6jqUd3NGoLyk26tAOM4Qr6Fkc9FvjX2ZaS_kOYa94XqF_DmdiVzJFP5jCHbaO3T8eKH96W7mJqRm3GIqiPoXMkSGHgTB2WrpD0jzWRW7gA0GJ88uQX-3A-1.png)
    
    **Tip**: You can use the **Personalized Fields** to send messages with contact profile-specific information per person. You can use **System Fields** to add system information like date and time on the message. 
    
    The following image highlights the personalized and system fields:
    
    ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/hRJZ4Mm0Z-vvPrSQF-ao2dWqo2TD_bCZXknVWNvRCa2Vgs9zpVKPZJXlLPzSEbi-wHH65vbOeoPr6ew9nrJY1t-exqkWBnNpKAJ6RQtZcqPS5wnXvuv01ZpjdxQBF_6xYkfWzAY4eNzRMURJZIc9G-1.png?width=670&name=hRJZ4Mm0Z-vvPrSQF-ao2dWqo2TD_bCZXknVWNvRCa2Vgs9zpVKPZJXlLPzSEbi-wHH65vbOeoPr6ew9nrJY1t-exqkWBnNpKAJ6RQtZcqPS5wnXvuv01ZpjdxQBF_6xYkfWzAY4eNzRMURJZIc9G-1.png)
11. In the **Share with** section, select who can access, modify and delete this template. The following are the options:
    
      - **Only Creator**: Do not share with anyone. Only the creator of the quick message can use this.
      - **All Admins**: Share this with all admins in the organization.  You can click the following to allow any admin in the organization to:
        
            - **Modify**: Modify the quick message.
            - **Delete**: Delete the quick message.
      - **Select Groups or Channels or Individual Admins**:Group or channel admins of the selected group and channel can access this. You can also add the email address of individual admin to allow access.
        
        See the following image:
        
        ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/H_vIUyHJ1pcRKkAp1I7Fzz_c4MrDiYEWlWy6RN0tyJ_dSQOgZtVvU3u0CI2w2aqBc1_c6BdtDyRpJHBKsuibcOs3xySsp8Yfm-8mJorsSs8HdSVSK5m3hTktjClsF_6nlYiSV7wmj-KP0sc8mTYLF-1.png?width=670&name=H_vIUyHJ1pcRKkAp1I7Fzz_c4MrDiYEWlWy6RN0tyJ_dSQOgZtVvU3u0CI2w2aqBc1_c6BdtDyRpJHBKsuibcOs3xySsp8Yfm-8mJorsSs8HdSVSK5m3hTktjClsF_6nlYiSV7wmj-KP0sc8mTYLF-1.png)
        
        **Note**: You cannot update the message body of the form field templates while sending the messages. Senders can select the required form field value from the dropdown.
12. Click **Save Template**.
    
    You get a message confirming the creation of the template.
    
    You can access the saved templates on the **Message Templates** page of Channels (Click **Channels** tab **\> Message Templates** on the left navigation panel).

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