Templates

What is Templates?

Templates are curated starters for common workflows - lead capture, feedback, registration, and more. Pick one, customize it fully in the builder, and publish a version that matches your brand and process.

How it works

1. Browse the template gallery for a use case close to yours.
2. Preview the template structure and field mix.
3. Create a form from the template in your workspace.
4. Edit questions, logic, branding, and endings as needed.
5. Preview the customized flow.
6. Publish and share the live form.

Key capabilities

• Curated starters

  Choose from templates shaped for common form and survey patterns.

• Fully editable

  Every block, setting, and theme remains editable after you create from a template.

• Workspace forms

  Template-based forms still live in your workspace like any other form.

• Publish pipeline

  Templates use the same publish, embed, and results flow as blank forms.

Benefits

• Faster launches than starting from an empty canvas.
• Proven structure for familiar use cases.
• No lock-in - customize until the form fits your process.
• Consistent handoff into branding, logic, and analytics.

Use cases

• Standing up a customer feedback survey in minutes.
• Cloning a registration pattern for a new event series.
• Giving new teammates a solid baseline instead of a blank form.

Example workflow

A customer success manager picks a CSAT template, swaps in company-specific outcome options, applies the brand kit, enables an AI follow-up on low scores, and publishes. The template only provided the starting structure - the live form is fully theirs.

Tips and best practices

• Treat templates as drafts: remove fields you will not use before publishing.
• Align template wording with your brand voice in one pass.
• If no template fits, start blank or use AI generation instead of forcing a mismatch.

Limitations and plan notes

• Templates are starters - industry-specific compliance language still needs your review.
• Not every niche workflow has a dedicated template.
• Plan limits on forms, branding, or features still apply after you create from a template.

Frequently asked questions

Can I edit a form after creating it from a template?

Yes. Templates produce normal editable forms in your workspace.

Do templates publish automatically?

No. Customize first, then publish a version when you are ready for respondents.

Where do I find templates?

Use the template gallery in product or browse templates on the Formit site, then create into your workspace.