Creating Forms From a Template

Form templates can save you significant time and effort. After you create one Form with satisfactory branding, layout, and response settings, save it as a template to skip those steps in the future.

Save a Template

1. In Content > Forms, open the Form that you are working on (or start a new one).
   
   
2. Decide what elements you want to keep standard across the Forms you create in Act-On
   • Eg., Header, footer, fields, text blocks, links
     
     
3. Create a Form that includes only those elements (or remove all other blocks except these).
   
   
4. Next to Save, click the down arrow and select Create a Template.
   
   
5. Choose the template Save To Folder and whether to Include Response Settings.
   
   
6. Click Save.
   The new template is available from Content > Forms > Templates tab:

Use a Template

1. Navigate to Content > Forms.
   
   
2. At the top right, click Create form.
   
   
3. Select Start with a template and click Next.
4. Find the Form template you want, click the button on the left to select it, and click Choose template.
   The Form Composer opens in a new tab with your template: