Form Templates

​

What are Form Templates?

• Save time - Start with structured forms
• Best practices - Templates follow UX guidelines
• Professional design - Pre-styled and tested
• Proven structure - Question flow optimized
• Easy customization - Modify any element

• Contact forms
• Event registrations
• Job applications
• Customer feedback surveys
• Order forms
• Lead capture forms
• Support tickets
• Booking forms

​

Template Categories

​

Contact & Lead Capture

• Contact Us Form
• Get a Quote
• Request a Demo
• Newsletter Signup
• Consultation Request
• Partner Inquiry

​

Events & Registration

• Event Registration
• Workshop Sign-up
• Webinar Registration
• Conference Ticket
• RSVP Form
• Class Enrollment

​

Human Resources

• Job Application
• Employee Feedback
• Interview Scheduling
• Onboarding Form
• Exit Interview
• Performance Review

​

Customer Feedback

• Customer Satisfaction Survey
• Product Feedback
• Service Review
• NPS Survey
• Post-Purchase Survey
• Support Feedback

​

E-commerce & Orders

• Product Order Form
• Service Booking
• Quote Request
• Custom Order Form
• Donation Form
• Payment Collection

​

Support & Service

• Support Ticket
• Bug Report
• Feature Request
• Technical Issue
• Service Request
• Complaint Form

​

Using Form Templates

​

Browse Templates

1. Go to Forms dashboard
2. Click “Create Form” button
3. Select “From Template” tab
4. Browse available templates

Dashboard → Forms → Create Form → From Template

​

Template Gallery

• Template preview image
• Template name
• Description
• Category badge
• Premium badge (if applicable)
• Usage count (popularity)
• “Use Template” button

• Filter by category
• Search by name
• Sort by popularity or name
• Show free/premium only

​

Select and Create

1. Browse template gallery
2. Click template card to preview
3. Review questions and structure
4. Click “Use Template” button
5. Enter form name
6. Select workspace
7. Click “Create Form”
8. Form created from template
9. Customize in Form Builder

• All questions and settings
• Question order
• Conditional logic (if any)
• Welcome screen text
• Thank you screen text
• Field validations
• Required fields

• Submissions
• Analytics
• Integrations
• Custom domain
• Notifications settings

​

Template Preview

• Live form walkthrough
• All questions in order
• Welcome screen
• Thank you screen
• Field types
• Validations

• Fill out form (test mode)
• See question flow
• Test conditional logic
• Check mobile view
• Verify field types

​

Customizing Templates

​

Edit Questions

• Click ”+ Add Question” between any questions
• Choose field type
• Configure settings

• Click question to select
• Press Delete or click trash icon
• Question removed

• Click question to edit
• Change title, description, settings
• Update validations
• Toggle required status

• Drag and drop to reorder
• Click up/down arrows
• Questions reflow automatically

​

Customize Design

• Form Builder → Design tab
• Select pre-made theme
• Or customize colors manually

• Primary color
• Background color
• Text color
• Button color

• Font family (7 options)
• Font size
• Line height

• Upload logo
• Add background image
• Customize button text

​

Configure Settings

• Status (draft/published)
• Custom slug
• Password protection
• Form closing date
• reCAPTCHA
• White labeling

• Admin email notifications
• Respondent auto-reply
• Email templates
• Notification recipients

• Connect to external services
• Set up webhooks
• Configure Slack/Discord
• Enable Google Sheets sync

​

Template Examples

​

Example 1: Contact Form Template

1. Full Name (Short Text, Required)
2. Email Address (Email, Required)
3. Phone Number (Phone, Optional)
4. Company Name (Short Text, Optional)
5. How can we help? (Dropdown)
   • General Inquiry
   • Sales
   • Support
   • Partnership
6. Your Message (Long Text, Required)

Welcome! We'd love to hear from you.

Fill out this form and we'll get back to you within 24 hours.

Thank You!

We've received your message and will respond within 24 hours.

​

Example 2: Event Registration Template

1. Full Name (Contact Info, Required)
   • First Name
   • Last Name
   • Email
   • Phone
2. Number of Attendees (Number, Required, Min: 1, Max: 10)
3. Ticket Type (Multiple Choice, Required)
   • General Admission
   • VIP
   • Student
4. Dietary Restrictions (Checkboxes, Optional)
   • Vegetarian
   • Vegan
   • Gluten-Free
   • No Restrictions
5. How did you hear about us? (Dropdown, Optional)
6. Additional Comments (Long Text, Optional)

IF Ticket Type = "VIP"
THEN Show: "VIP Preferences" question

​

Example 3: Job Application Template

1. Personal Information (Contact Info, Required)
2. Position Applying For (Dropdown, Required)
3. Resume Upload (File Upload, Required, PDF only)
4. Cover Letter (Long Text, Optional)
5. Years of Experience (Number, Required)
6. Current Employment Status (Multiple Choice, Required)
   • Employed
   • Unemployed
   • Student
   • Self-employed
7. Expected Salary Range (Range Slider, Optional)
8. Availability (Date, Required)
9. How did you hear about this position? (Dropdown)
10. LinkedIn Profile URL (URL, Optional)

IF Current Employment Status = "Employed"
THEN Show: "Notice Period" question

​

Example 4: Customer Feedback Survey

1. Order Number (Short Text, Optional)
2. How satisfied are you? (Rating, Required, 1-5 stars)
3. What did you like most? (Checkboxes, Optional)
   • Product Quality
   • Fast Shipping
   • Customer Service
   • Pricing
   • Website Experience
4. What can we improve? (Long Text, Optional)
5. Would you recommend us? (Yes/No, Required)
6. Email for follow-up (Email, Optional)

IF Rating < 3
THEN Show: "How can we make it right?" question

​

Creating Custom Templates

​

Save Form as Template

1. Open form in Form Builder
2. Click ”…” More menu
3. Select “Save as Template”
4. Enter template details:
   • Template name
   • Description
   • Category
   • Preview image (optional)
5. Click “Save Template”

• Available in your workspace
• Can reuse for future forms
• Appears in template gallery
• Shareable with team (workspace-level)

​

Template Visibility

• Created by you or team
• Available to all workspace members
• Listed in “My Templates” section
• Can be edited/deleted

• Provided by TopFormBuilder
• Available to all users
• Cannot be edited
• Can be duplicated and modified

​

Edit Custom Template

1. Go to Workspace Settings
2. Click “Form Templates”
3. Find your template
4. Click “Edit”
5. Update details:
   • Name
   • Description
   • Category
   • Structure (advanced)
6. Click “Save”

​

Delete Custom Template

1. Workspace Settings → Form Templates
2. Find template to delete
3. Click “Delete” button
4. Confirm deletion

• Template removed from gallery
• Existing forms NOT affected
• Cannot be recovered
• Action is permanent

​

Premium Templates

• Advanced conditional logic
• Complex question types
• Pre-configured integrations
• Professional design
• Industry-specific fields
• Compliance-ready (GDPR, HIPAA)

• Free Plan: Basic templates only
• Pro Plan: Access to Pro templates
• Enterprise Plan: All templates + custom template development

​

Template Best Practices

​

Choosing a Template

• Purpose of form (contact, registration, etc.)
• Number of questions (short vs long)
• Complexity (simple vs conditional logic)
• Target audience
• Mobile-friendliness

• Preview multiple templates
• Test form flow
• Check mobile responsiveness
• Verify all needed question types
• Consider customization effort

​

Customizing Templates

• Remove unnecessary questions
• Reorder for logical flow
• Update placeholder text
• Add your branding
• Test after modifications
• Simplify where possible

• Add too many required fields
• Make forms too long
• Over-complicate with logic
• Forget to test
• Skip welcome screen
• Ignore mobile view

​

Creating Reusable Templates

• Flexible and generic enough
• Follow logical question flow
• Include helpful descriptions
• Use clear question titles
• Have sensible defaults
• Are mobile-optimized

• Creating similar forms regularly
• Standardizing across team
• Common use case in industry
• Proven high conversion rate
• Client-specific requirements

​

Template Management

​

Organize Templates

• Sort in template gallery
• Filter by purpose
• Group related templates

• Track which templates used most
• Archive unused templates
• Update popular templates

​

Share Templates (Enterprise)

1. Save form as template
2. Mark as “Organization Template”
3. All organization workspaces can access
4. Maintain version control

• Multi-department organizations
• Franchise businesses
• Agency clients
• Standardized processes

​

Import/Export Templates

1. Go to Form Templates
2. Select template
3. Click “Export”
4. Download JSON file

1. Go to Form Templates
2. Click “Import Template”
3. Upload JSON file
4. Template added to workspace

• Backup templates
• Move between workspaces
• Share with other users
• Version control

​

Troubleshooting

​

Template Not Appearing

1. Check Category Filter - May be filtered out
2. Search by Name - Use search box
3. Plan Restriction - Premium templates need Pro plan
4. Refresh Page - Browser cache issue

​

Cannot Customize Template

1. Ensure form is created (not just previewing)
2. Check you have edit permissions
3. Verify workspace access
4. Try refreshing page

​

Template Structure Broken

1. Start Over - Create new form from template
2. Check Browser - Try different browser
3. Clear Cache - Hard refresh page
4. Report Issue - Contact support with template name

​

Missing Features from Template

1. Preview vs Reality - Preview may show ideal state
2. Plan Limitations - Some features need Pro plan
3. Wrong Template - Check template description

​

Related Features

• Creating Forms - Building forms from scratch
• Field Types - Available question types
• Conditional Logic - Add logic to templates
• Design Customization - Style your forms