> ## Documentation Index
> Fetch the complete documentation index at: https://help.topformbuilder.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Form Templates

> Start building forms faster with pre-designed templates. Choose from professionally crafted templates for common use cases or create your own custom templates.

## What are Form Templates?

Form templates are pre-built forms that you can use as starting points. Instead of building from scratch, select a template and customize it to your needs.

**Benefits:**

* **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

**Use Cases:**

* 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

**Quick Access:**

```
Dashboard → Forms → Create Form → From Template
```

### Template Gallery

**Gallery Shows:**

* Template preview image
* Template name
* Description
* Category badge
* Premium badge (if applicable)
* Usage count (popularity)
* **"Use Template"** button

**Filtering:**

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

### Select and Create

**Steps:**

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

**What's Copied:**

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

**What's NOT Copied:**

* Submissions
* Analytics
* Integrations
* Custom domain
* Notifications settings

## Template Preview

Before using a template, preview it:

**Preview Shows:**

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

**Preview Actions:**

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

**No Data Saved:** Preview submissions are not saved.

## Customizing Templates

After creating from template, customize freely:

### Edit Questions

**Add Questions:**

* Click **"+ Add Question"** between any questions
* Choose field type
* Configure settings

**Remove Questions:**

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

**Modify Questions:**

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

**Reorder Questions:**

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

### Customize Design

**Change Theme:**

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

**Update Colors:**

* Primary color
* Background color
* Text color
* Button color

**Change Typography:**

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

**Add Branding:**

* Upload logo
* Add background image
* Customize button text

### Configure Settings

**Form Settings:**

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

**Notifications:**

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

**Integrations:**

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

## Template Examples

### Example 1: Contact Form Template

**Questions Included:**

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 Screen:**

```
Welcome! We'd love to hear from you.

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

**Thank You Screen:**

```
Thank You!

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

**Use Case:** General contact forms, inquiry forms

### Example 2: Event Registration Template

**Questions Included:**

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)

**Conditional Logic:**

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

**Use Case:** Events, webinars, workshops, conferences

### Example 3: Job Application Template

**Questions Included:**

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)

**Conditional Logic:**

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

**Use Case:** Job applications, internship applications, recruitment

### Example 4: Customer Feedback Survey

**Questions Included:**

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)

**Conditional Logic:**

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

**Use Case:** Post-purchase surveys, service feedback, NPS surveys

## Creating Custom Templates

Save your own forms as templates for reuse.

### Save Form as Template

**Steps:**

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"**

**Template Saved:**

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

### Template Visibility

**Workspace Templates:**

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

**Global Templates:**

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

### Edit Custom Template

**Steps:**

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"**

**Note:** Editing template doesn't affect forms already created from it.

### Delete Custom Template

**Steps:**

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

**Warning:**

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

## Premium Templates

Some templates are premium (Pro/Enterprise plans only).

**Premium Features:**

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

**Premium Badge:** Templates marked with "Pro" or "Enterprise" badge.

**Access:**

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

## Template Best Practices

### Choosing a Template

**Consider:**

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

**Tips:**

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

### Customizing Templates

**Do:**

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

**Don't:**

* 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

**Good Templates:**

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

**Save as Template When:**

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

## Template Management

### Organize Templates

**By Category:**

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

**By Usage:**

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

### Share Templates (Enterprise)

**Enterprise Feature:** Share templates across organization.

**Steps:**

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

**Use Case:**

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

### Import/Export Templates

**Export Template:**

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

**Import Template:**

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

**Use Cases:**

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

## Troubleshooting

### Template Not Appearing

**Problem:** Can't find template in gallery

**Solutions:**

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

**Problem:** Template seems locked

**Solution:** Templates are fully customizable after creation. If issues:

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

**Problem:** Form structure incorrect after using template

**Solutions:**

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

**Problem:** Template doesn't include expected features

**Reasons:**

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

**Solution:** Add features manually after creating form.

[**Need help? Contact contact@topformbuilder.com**](mailto:contact@topformbuilder.com)
