Using Form Templates

Templates give you a head start on building forms. Instead of creating every field from scratch, pick a pre-built template designed for common use cases and customize it to fit your needs.

Browsing the Template Library

To access templates, click New Form on your dashboard and select Use a Template. The template library opens with forms organized into categories:

• Feedback & Surveys: Customer satisfaction, NPS surveys, event feedback, product reviews.
• Registration & Signup: Event registration, webinar signup, course enrollment, newsletter subscription.
• Contact & Support: Contact forms, support tickets, inquiry forms, callback requests.
• Orders & Payments: Order forms, booking forms, donation forms, invoice requests.
• HR & Internal: Job applications, employee surveys, onboarding checklists, time-off requests.
• Education: Quizzes, assessments, course evaluations, student intake forms.

Use the search bar at the top to find templates by keyword. For example, type "feedback" to see all feedback-related templates.

Previewing a Template

Before using a template, you can preview it to see exactly what it looks like and what fields it includes. Hover over any template card and click Preview. The preview opens a live version of the form so you can scroll through the questions, see the layout, and check the field types.

Cloning a Template

To use a template:

1. Find the template you want in the library.
2. Click Use Template (or click the template card itself).
3. A copy of the template is created in your workspace as a new form in draft mode.
4. The form editor opens so you can start customizing right away.

The original template is never modified. You are always working on your own independent copy.

Customizing After Cloning

Once a template is cloned into your workspace, it behaves like any other form. You have full control to:

• Edit, add, or remove any fields.
• Change the form title and description.
• Update the theme, colors, and branding.
• Modify validation rules and required fields.
• Add conditional logic to show or hide fields.
• Configure the thank-you page and notifications.
• Set up integrations like Google Sheets or email automation.

Think of templates as a starting point, not a constraint. Change as much or as little as you like.

Saving Your Own Templates

If you build a form that you want to reuse across multiple projects, you can save it as a template:

1. Open the form you want to save as a template.
2. Click the three-dot menu in the top toolbar and select Save as Template.
3. Give the template a name and optional description.
4. Click Save.

Your custom template will appear in the template library under a My Templates section, available for you (and your workspace members) to clone in the future.

Tips for Working with Templates

• Start with a template even if you plan to change most of it: the structure and field layout can save time.
• Preview multiple templates before choosing to find the best starting point for your use case.
• Save commonly used form structures as your own templates to standardize forms across your organization.
• Templates include all settings (theme, validation, logic), not just fields: so they carry over the full form experience.