Customize the text for Weave Forms message
I would like to be able to customize the text message that is being sent with the Weave Forms. Currently I copy and paste what I would like it to say each time, as you can imagine this is a but redundant.
Anonymous
shared this idea
Hi Everyone,
I'm excited to announce that in our New Weave experience, we’ve added Message Templates to the Form Sending Experience! This feature lets you streamline your form-sending process by using customizable message templates, now available across all touchpoints, including the Patient Profile, My Forms Section, and Messages Inbox.
Check out the Forms new Weave experience here.
How to Use the Forms Message Templates:
My Forms Section:
Navigate to My Forms > Select Form > Send > Select Recipient > Share in Message. You’ll see the option to Select a Template and you can also Create a New One.
Patient Profile:
Go to Patient Profile > Select a Patient > Tap on Forms Icon. The sending experience starts like the one above, and you’ll see the option to Select a Template or create a new one when you choose Share in Message.
Messages Inbox:
Navigate to Messages Inbox > Tap on Forms Icon. The sending experience starts like the one above, and you’ll see the option 'Insert and Select Message Template' where you can select existing template or create new one.
Additionally, you can create and manage all the templates using the New Weave Experience Template Management here. Just select the template type as Form while creating the message template.
I've attached a quick demo recording for your reference.
If you’d like more information, please email me at mayur.pathak@getweave.com. I'd be happy to help!
Thank you for your patience and support. Please feel free to share any additional feedback you have related to Forms, our Forms New Weave Experience, or this particular feature!
Best regards,
Mayur Pathak
Product Manager | Weave Digital Forms
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Cassie Dodson
commented
edit template that sends automatically in email when sending forms
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Heather Prestwich
commented
Edit the automated text message that gets sent with weave forms
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J.D. Shadburne
commented
The current text message says "Hello and welcome to....Click on the date to save this to your calendar." However, the link is not a date and is in fact our new patient paperwork and we cant change it! Parents do not click the link because they don't know its paperwork!
We need to edit this text message so that we can tell parents the link is to our paperwork that they must have before they come to the office. This really defeats the purpose of this feature...
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J.D. Shadburne
commented
The current text message says "Hello and welcome to....Click on the date to save this to your calendar." However, the link is not a date and is in fact our new patient paperwork and we cant change it! Parents do not click the link because they don't know its paperwork!
We need to edit this text message so that we can tell parents the link is to our paperwork that they must have before they come to the office. This really defeats the purpose of this feature...
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S. Sharon Maloney
commented
It would be helpful to be able to edit the template for Digital Forms. I want to add a sentence that says something like "If you prefer to fill your forms out in the office, please arrive 15 minutes early for your appointment."
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Kelly
commented
Good afternoon, after speaking with Weave customer support, our office realized that there is no easy way to create a new auto-populated text or e-mail message when creating a new form. For example, a photograph release form auto-populates a "Hi, NAME. We look forward to your upcoming visit", instead of something like "Hello, thank you for agreeing to use the photos on file." If there was a way to edit the text sent from the Weave desktop app through the create a form or create a packet settings, it would be extremely helpful. Thank you very much for looking into this feedback!
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Jonelle Hill
commented
our practice needs to be able to customize the " greeting" of the forms that we sent to our patients like the Medical Update forms and New Patients forms.. What is there now is generic and I have to alter everyone I send
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Hether Buhler
commented
We need the ability to edit the text message that is sent with digital forms templates. We do not like the automated text message that is sent with digital forms.
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Megan Nikolaisen commented
Please add an option for a way to edit the auto-populated message when sending a form, either via email or text. Thank you! Megan @ Family Dentistry of St Peters.