Saving a Form as a Template
Objective
This guide explains how to save an existing form as a template for future use, making it easy to reuse forms for different groups or events.
💡 Why Save a Form as a Template?
Saving a form as a template allows you to efficiently reuse well-designed forms for similar events or groups, saving time and ensuring consistency in data collection.
How to Save a Form as a Template
- Go to the form you'd like to reuse.
- On the bottom right-hand corner, you'll see the option to Save As New Template button.
- You'll be prompted to Name your new template.
- Moving forward, you'll be able to locate your new templates from the template picker, under Custom Templates.
Important Notes
- Efficiency: Reusing templates saves time and ensures consistency in data collection.
- Customization: You can customize each template to fit the specific needs of different events or groups.
Have Questions or Need Help?
If something isn’t working right, we’re here for you!
- Technical Support: Technical support's primary role is to assist if the product is not working as expected. For more personalized assistance and walkthroughs, we offer paid services.
- Product Help: Visit the Help Center for tutorials and resources, including product documentation and best practices.
- 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night.
- Personalized Support: Contact the Sales Team at sales@ministrybrands.com for guided help through our paid services.
💡 Pro Tip: Be sure to explore free resources in the knowledge base before requesting additional support.
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