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
- 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 folder and whether to include response settings
- Click Save
Use a Template
- Navigate to Content > Forms
- Click the plus sign to create a new form
- Choose Template Form and select the appropriate template