Creating Forms from a Template

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 folder and whether to include response settings
6. Click Save

Use a Template

1. Navigate to Content > Forms
2. Click the plus sign to create a new form
3. Choose Template Form and select the appropriate template