When you paste a template into an email message, the ~%WhatToEnter macro prompts you to enter or pick some data. You can type the necessary text right in the macro dialog window, choose the item(s) of interest from a dropdown list, decide what value should be brought from a dataset, and select the desired date or time.
When you insert the ~%WhatToEnter macro into your template, a dialog window appears. There you can choose between Text field, Dropdown list, Date, Time, and Dataset. Find a detailed description of each option below.
Also, here is a quick How to add fillable fields cheat sheet:
In a template, put the cursor where the ~%WhatToEnter macro should be inserted and click the Insert macro icon:
Type "what to enter" in the Search box and double-click What to Enter or select it and click the Select button:
In the first menu, select the option you need:
If you select Text field, you can enter a title for the window and a default value:
Select the Required checkbox to make sure that the template won't be pasted into a message if the value isn't entered.
When you choose Dropdown list, enter a window title and several items for your list:
Besides, you can use three additional options:
If you want to insert a date into a certain place in a message, pick Date. Then enter a window title:
The Date format dropdown menu is there to see all possible options:
If you select a format with not only numbers but words as well (for days of the week and months names), you might need to define the language in which these words will be spelled. This concerns all formats that include mmm, mmmm, ddd, or dddd:
You can select a language tag in the Language tag (locale) dropdown list:
For example, to get "Tuesday, January 10, 2023", we'll need to pick "dddd, mmmm d, yyyy" in the Date format box and "en-US" in Language tag (locale).
For example, to get the date spelled in Spanish that is spoken in the Dominican Republic, we'll need to enter "es-do" as a locale parameter:
When you insert a template with the ~%WhatToEnter macro, you can pick a date in the dropdown calendar:
On clicking Format, you can change your date format preference if necessary:
You can also set the default format and language for your dates by creating team or profile properties. To learn more, refer to these guides: How to create the DateFormat property and the DateLocale property.
If you want to automatically subtract or add a certain number of days when inserting your template, enter the necessary value into the Days before/after current date field:
To insert a specific time into your email message when pasting a template, choose the Time option that the ~%WhatToEnter macro has. Then decide what title the macro dialog window should appear with when you use your template:
Select the time format that you want to apply:
You can also choose the locale:
To subtract some minutes from the current time or add them when pasting your template, type the desired value into the Minutes before/after current time field:
When you click the Paste icon to insert your template into an email message, you'll be able to change the current time in the macro dialog window:
To add values from a dataset to your template text, select Dataset. See the detailed manual on working with datasets on the How to create and use datasets page.