How to Use a Form or Survey Template

How to Use a Form or Survey Template

Using a form or survey template can greatly streamline your process, providing you with a pre-designed structure that's both effective and user-friendly. This method ensures consistency and professionalism while allowing for customization to meet your specific needs. It’s a practical approach, especially if you don’t have advanced design skills.

Steps:

1. Navigate to Forms/Surveys:

   • Go to Sites > Forms/Surveys in your platform.

2. Add a New Form or Survey:

   • Click the “+ Add Form” or “+ Add Survey” button located at the top right corner of the page.

3. Select a Template:

   • Choose the option ‘Choose from Template’ from the dropdown menu.

4. Choose and Apply a Template:

   • Browse the template library, select a template that fits your needs, and click “Continue”.

5. Customize the Template:

   • Make the necessary changes to the template to align it with your requirements. This might include modifying fields, text, or design elements.

6. Save Your Customized Template:

   • Once you’ve made your adjustments, click “Save” to finalize and use the template.

You can now use this customized template for your forms or surveys, ensuring a consistent and professional appearance while saving time on design and setup.