Designer > Design communication plan forms

Design communication plan forms

A communication plan form defines the information contained in a message, how the message is presented to a recipient in a way that best suits their device, and which response options are available. The Forms tab of the communication plan editor allows you to create forms, build out form content, configure delivery options, and define who has permission to use it. Once you have created a form, you must deploy it before it can be used to send notifications.

Forms Tab Showing Edit Options

Building and deploying forms

Once you've created an empty form, you still have a lot of work to do. The following sections provide an overview of the steps you'll need to take to create the message content, define who has permission to send messages using the form, and configure advanced notification and handling options.