Start from a template

A template provides a starting structure. Review and adapt it to your own audience and workflow.

1 min read · Last reviewed

On this page

Select a screenshot to enlarge it.

Steps

  1. Select Create form and choose the template starting point offered by the current dialog.
    Choose a starting point, then review and test the resulting form.
  2. Find an appropriate template, inspect its content, and use the available action to create your own form.
  3. Review every question, choice, required-answer setting, theme, and logic rule. Replace example text and remove unnecessary collection.
    Write distinct choices, then compare their wording with the respondent preview.
  4. Configure integrations and payments separately, then test desktop, mobile, every branch, and final submission before sharing.

Check before you rely on it

A template is not a guarantee of legal compliance, accessibility, or a connected external service.

If you need help

If a feature is restricted, check the workspace plan and replace it or ask the owner to review availability.

Contact support with the relevant screen, time, and a redacted description. Keep credentials and private respondent information out of screenshots.

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