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 “Marketing & Sales” Tab > “Funnels and Pages” > "Forms” > From the dropdown select "Builder".
• Click on the "+ Add form" button and select "From Template.

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

Question: How do I access the Template Library?

Answer: Navigate to Marketing & Sales > Funnels & Pages > Forms > Builder and click on "+ Add form". Then select "From Template".

Question: Can I customize the templates?

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

Question: How do I select a template?

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

Question: What happens after I select a template?

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

Question: Can I use templates for different business categories?

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

Question: Can I use templates to maintain consistent branding across different forms?

Answer: Yes, templates are designed to fit various business categories and include relevant tags, ensuring that you can maintain consistent branding across all customer interactions.

Question: Are templates suitable for all types of forms?

Answer: Templates cover a wide range of use cases and business categories, but you can always customize them further to meet specific form requirements.

Question: Does using the Template Library require me to build surveys from scratch?

Answer: No. One of the primary benefits is the ease of adoption, allowing you to quickly get started with ready-to-use templates instead of creating surveys from the ground up.

Question: Can I add my own logo to a template I’ve selected?

Answer: Yes. You can drag an Image element into the top of the form and upload your logo from the media library. Most templates are designed with a clean header area specifically for this purpose.