Create templates with fillable fields, dropdown lists, etc.

The ~%WhatToEnter macro prompts you to enter or pick text or date every time you insert a template into a message. You can type the text directly in the box, select from the drop-down list that is created from items you enter, select a value from a dataset, or pick a date in the pop-up calendar.

When you select the macro to paste it into your template, a dialog window will appear where you pick Text field, Dropdown list, Date, or Dataset. On this page, find the detailed descriptions of each option.

• Add macro
• Text field: Simply enter text
• Dropdown list: Select value(s) from list
• Date: Pick date in calendar and get it inserted
• Dataset: Insert value from a dataset

Also, here is a quick How to add fillable fields cheat sheet, click on the button below to open or download it:

Download cheat sheet

Add macro

In a template, put the cursor where the text should appear and click the Insert macro icon:

Double-click ~%WhatToEnter or select it and click the Select button:

In the first menu, you can select the option:

Text field: Simply enter text

If you select Text field, you can enter a title for the window and a default value:

Check the Required box to make sure that the template won't be inserted into a message if the value is not entered.

The macro in your template will look like this: ~%WhatToEnter[10%;{title:"Discount 1",required}].

Dropdown list: Select value(s) from list

When you choose Dropdown list, you'll have to enter a window title and several items for your list:

Besides, you can use three additional options:

• Tick User can edit selected item(s) to make it possible to edit items in the drop-down list while pasting your template into a message.
• Check User can select multiple items separated by to be able to select and insert several items into your email message; enter a separator that will divide these values.
• Check the Required box to make sure that the template won't be inserted into a message if the value is not entered.

So, with the entered on the screenshot above values, the macro looks like this:~%WhatToEnter[10%;20%;30%;{title:"Discount 2",required,multiselect,editable,delimiter:","}]

Date: Pick date in calendar and get it inserted

Pick Date if you'd want to enter a date into certain place in a message and enter a window title:

The Date format drop-down menu is there to see all possible options:

If in the Date format box you selected a format with not only numbers but words as well (for days of the week and months names), you may need to define the language in which these words will be spelled. This concerns all formats that include mmm, mmmm, ddd, or dddd:

• dddd, mmmm d, yyyy
• mmmm d, yyyy
• dd-mmm-yyyy
• etc.

You can select a language tag in the Language tag (locale) drop-down list:

For example, to get "Thursday, June 3, 2021", we'll need to pick "dddd, mmmm d, yyyy" in the Date format box and "en-US" in Language tag (locale).

The macro in this case will look like this: ~%WhatToEnter[{date,title:"Discount",format:"dddd, mmmm d, yyyy",locale:"en-US"}]

When you insert a template with the ~%WhatToEnter macro, you can pick a date in the drop-down calendar:

On clicking Format, you can change your date format preference if necessary:

You can also set default format and language for your dates and by creating team or profile properties. To learn more, refer to these guides: How to create the DateFormat property and the DateLocale property.

Dataset: Insert value from a dataset

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.

Note. When you insert a template that has several ~%WhatToEnter macros in it, all the fields of these macros will be displayed in one window: