Templates help you create forms faster by starting from pre-built designs instead of a blank canvas. Browse our template library for ready-to-use forms, or save your own forms as templates to reuse across projects.
Understanding templates
Section titled “Understanding templates”Templates are pre-configured forms that serve as starting points for new forms. When you create a form from a template, you get a complete copy that you can customize without affecting the original template.
How templates work
Section titled “How templates work”Template → Create form from template → New form (independent copy) ↓ Customize as needed ↓ Publish your formChanges you make to a form created from a template don’t affect the original template, and vice versa. Each form is completely independent after creation.
Template benefits
Section titled “Template benefits”- Save time: Start with a working structure instead of building from scratch
- Consistency: Maintain uniform form designs across your organization
- Best practices: Learn from well-designed templates that follow form design principles
- Reusability: Turn your best forms into templates for future use
Browsing templates
Section titled “Browsing templates”Access the template library to find pre-built forms for common use cases.
Accessing the templates page
Section titled “Accessing the templates page”-
Log in to your Fomr dashboard
-
Click Templates in the sidebar navigation
-
Browse available templates organized by category
Template categories
Section titled “Template categories”Templates are organized by tags to help you find what you need:
- Contact: Contact forms, inquiry forms, support requests
- Survey: Customer satisfaction, feedback, research surveys
- Registration: Event registration, signup forms, applications
- Feedback: Product feedback, reviews, testimonials
- Lead generation: Newsletter signups, quote requests, demos
Previewing templates
Section titled “Previewing templates”Before creating a form from a template, you can preview it to see the full structure and design:
-
Find a template you’re interested in
-
Click on the template card to open it
-
Review the form structure, questions, and design
-
Decide if it meets your needs
Creating a form from a template
Section titled “Creating a form from a template”When you find a template you like, create a new form based on it with just a few clicks.
How to create from a template
Section titled “How to create from a template”-
Navigate to the Templates page
-
Find the template you want to use
-
Click the Use template button on the template card
-
Enter a name for your new form
-
Click Create to generate your form
What gets copied
Section titled “What gets copied”When you create a form from a template, the new form includes:
- All pages and their structure
- All form components and their settings
- Question text, descriptions, and placeholders
- Design and theme settings
- Component configurations (required fields, validation, etc.)
What doesn’t get copied
Section titled “What doesn’t get copied”The following are not copied from templates:
- Responses (templates don’t have responses)
- Publishing status (new forms start as drafts)
- Form-specific settings like notifications
- Custom domain configurations
After creating from a template
Section titled “After creating from a template”Once your form is created:
-
Review the form structure in the editor
-
Customize questions, text, and settings as needed
-
Adjust the design and theme to match your brand
-
Configure notifications and other settings
-
Preview and test your form
-
Publish when ready
Saving forms as templates
Section titled “Saving forms as templates”Turn your well-designed forms into reusable templates that you can use again or share with your team.
When to save as template
Section titled “When to save as template”Consider saving a form as a template when:
- You’ve created a form you’ll want to reuse
- You want to standardize forms across your organization
- You’ve built a form structure that works well for a specific purpose
- You want to share a form design with team members
How to save a form as a template
Section titled “How to save a form as a template”-
Open the form you want to save as a template
-
Click the Share button in the toolbar
-
Select Save as template
-
Enter a name and description for your template
-
Add tags to help organize and find the template later
-
Click Save to create the template
Template details
Section titled “Template details”When saving a template, provide helpful information:
Name: A clear, descriptive name that indicates the template’s purpose (e.g., “Customer Feedback Survey”, “Event Registration Form”)
Description: A brief explanation of what the template is for and when to use it
Tags: Categories that help organize templates and make them easier to find
Managing templates
Section titled “Managing templates”Keep your template library organized and up to date.
Viewing your templates
Section titled “Viewing your templates”Your saved templates appear in the Templates page alongside any pre-built templates. You can filter to show only your custom templates.
Editing templates
Section titled “Editing templates”To update an existing template:
-
Go to the Templates page
-
Find the template you want to edit
-
Click on the template to open it
-
Make your changes in the editor
-
Save your changes
Deleting templates
Section titled “Deleting templates”If you no longer need a template:
-
Open the template you want to delete
-
Go to Settings in the right sidebar
-
Scroll to the template management section
-
Click Delete template
-
Confirm the deletion
Template best practices
Section titled “Template best practices”Use descriptive names. Choose template names that clearly indicate the form’s purpose. “Q4 Customer Survey” is better than “Survey 1”.
Add helpful descriptions. Include information about when and how to use the template, any customization tips, or the intended audience.
Tag consistently. Use consistent tags across your templates to make them easier to find and organize.
Keep templates updated. If you improve a form design, consider updating the template so future forms benefit from the improvements.
Start simple. When creating templates, include the essential structure but leave room for customization. Overly specific templates may need significant modification.
Test before saving. Preview and test your form thoroughly before saving it as a template to ensure it works correctly.
Frequently asked questions
Section titled “Frequently asked questions”Can I edit a template after creating it?
Section titled “Can I edit a template after creating it?”Yes, you can edit your custom templates at any time. Changes to a template don’t affect forms that were already created from it.
Do templates count against my form limit?
Section titled “Do templates count against my form limit?”No, templates are separate from your forms. Since Fomr offers unlimited forms, this isn’t a concern regardless.
Can team members use my templates?
Section titled “Can team members use my templates?”Yes, templates you create are available to all members of your organization. This makes it easy to maintain consistency across your team’s forms.
What happens to forms if I delete a template?
Section titled “What happens to forms if I delete a template?”Nothing. Forms created from a template are completely independent. Deleting a template has no effect on existing forms.
Can I create a template from a template?
Section titled “Can I create a template from a template?”Yes, you can create a form from a template, customize it, and then save that form as a new template.
Troubleshooting
Section titled “Troubleshooting”Template not appearing in the library
Section titled “Template not appearing in the library”- Ensure you completed the save process
- Refresh the Templates page
- Check if you’re filtering by tags that exclude your template
Can’t find a specific template
Section titled “Can’t find a specific template”- Try different search terms or tags
- Clear any active filters
- Check if the template was deleted
Form looks different from template preview
Section titled “Form looks different from template preview”- Templates may have been updated since you last viewed them
- Design settings might differ based on your account settings
- Some elements may require customization after creation
Related
- Create your first form - Learn the basics of building forms
- Archiving and deleting forms - Manage your form library
- Form duplication - Create copies of existing forms
- Design & themes - Customize your form's appearance
Need help?
For additional assistance with form templates, check our FAQ section or contact our support team.