Create templates with fillable fields, dropdown lists, etc.

With the help of WhatToEnter macro

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.

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:
Insert Macro.

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

In the first menu, you can select the option:
Select what you need.

Text field: Simply enter text

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

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}].

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

Dropdown 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:
Pick Date.
The Date format drop-down menu is there to see all possible options:
Choose the date format.

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:

Choose the language tag.

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"}]

Tip. If you need a language that is not present in the drop-down list, you can add it manually to the macro. Find the language and country on this page and enter the corresponding tag from the third column.

For example, to get the date spelled in Spanish that is spoken in Dominican Republic, we'll need to add "es-do" as a locale parameter:

~%WhatToEnter[{date,title:"Discount",format:"dddd, mmmm d, yyyy",locale:"es-do"}]

When you insert a template with the ~%WhatToEnter macro, you can pick a date in the drop-down calendar:
Pick a date in the drop-down calendar.
On clicking Format, you can change your date format preference if necessary:
Change the date format.
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:
All fields in one window.
Note. If you click the Cancel button in the Fill in these fields window, the template insertion will be canceled.
Tip. You can use the macro to insert the same value into different places of your message, see Tips and tricks for details.
Tip. Discover even more helpful ways to use the macro in the WHAT TO ENTER macro—the most useful helper in Shared Email Templates blog post.