Create Forms With the Template Library

Welcome to our guide on how to create forms using the Template Library. This feature allows you to save time by using pre-designed and customizable templates, making form creation a breeze. In this guide, we will walk you through the step-by-step process of creating forms using the Template Library.

Why Use the Template Library in Surveys

Ease of Adoption: Quickly get started with ready-to-use templates instead of creating surveys from scratch.
Time Efficiency: Utilize pre-designed, reusable elements and components to save time and streamline the integration process.
Personalization and Customization: Although templates offer a standardized foundation, they can be tailored with personalized details such as names, specific choices, or custom messages to meet individual customer needs.
Consistent Branding: Maintain uniform branding across all customer interactions with templates that fit various business categories and include relevant tags.

Accessing the Template Library:

To get started, navigate to Sites > Forms > Builder.
Click on the "+ Add form" button and select "Choose from Template" from the dropdown.

Selecting a Template:

Choose a form template by filtering for a specific category or tag by hovering over the template and clicking the “Select” Button.

Viewing and Editing the Template:

Click on the "Continue" button to view and edit the selected template.
Once ready, save your template.

FAQs

Q1: How do I access the Template Library?

A1: Navigate to Sites > Forms > Builder and click on "+ Add form". Then select "Choose from Template" from the dropdown menu.

Q2: Can I customize the templates?

A2: Yes, templates can be customized with personalized details, including names, choices, and custom messages to suit your specific needs.

Q3: How do I select a template?

A3: Browse or filter templates by category or tag, then hover over the one you want and click the “Select” button.

Q4: What happens after I select a template?

A4: Click "Continue" to view and edit the selected template. Make your customizations and then save your changes.

Q5: Can I use templates for different business categories?

A5: Yes, templates are available for various business categories, ensuring you can maintain consistent branding and functionality across different use cases.