Importing a Forms Builder Template Into a New Form

Video Tip - Go to the 5:39 mark of the video to view information on how to work with Form Builder Templates.

You can save time by creating Form Templates that you can use over and over again by importing them into new Forms.

To Import a Forms Builder Template into a New Form:

  1. Click on the "Forms Builder" tool button on the Event or Lead Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Forms Builder" tool.
  2. Click on the "Import/Export" button and select the "Import Template as New Form" option.
  3. Use the dropdown menu to select the Form Template that you want to use to create a new Form and click "Save" when you are finished.
  4. After clicking "Save", the selected Template has been saved as a new Form. It will include all details from the Template (including all questions), which you can now edit and modify.

For more on Forms Builder Templates, see Creating/Using Forms Builder Templates.

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