Building a Form's branding, layout, and response settings from scratch every time is wasted effort once you already have a design you like. Save that Form as a template, and every new Form you base on it starts out already styled and configured.
Why this matters: Reusing a template keeps your Forms visually consistent and cuts the time it takes to launch a new one, since you're not rebuilding headers, footers, and response settings every time.
Quick Reference (Advanced Users)
- Save a template from an open Form: next to Save, click the down arrow > Create a Template.
- Templates live at Content > Forms > Templates tab.
- To use one, click Create form > Start with a template.
Save a Template
- In Content > Forms, open the Form that you are working on (or start a new one).
- Decide what elements you want to keep standard across the Forms you create in Act-On
- Eg., Header, footer, fields, text blocks, links
- Create a Form that includes only those elements (or remove all other blocks except these).
- Next to Save, click the down arrow and select Create a Template.
- Choose the template, Save To Folder, and whether to Include Response Settings.
- Click Save.
The new template is available from Content > Forms > Templates tab:
Use a Template
- Go to Content > Forms.
- At the top right, click Create form.
- Select Start with a template and click Next.
- 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:
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