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Act-On Software

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 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
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