Using Form Templates to Build Forms Faster

Start from pre-built form templates designed for common use cases. Choose a template, customize it to match your needs, and publish in minutes instead of building from scratch.

Prerequisites

• Account: Active FormRobin account (Free or Individual plan)
• Access: Template library available to new users automatically

What Are Form Templates?

Form templates are pre-built forms with:

• Pre-configured fields: Common questions already added
• Logical field order: Questions arranged for best user experience
• Professional styling: Color schemes and fonts pre-selected
• Best practices: Validation and required fields already set
• Fully customizable: Edit any field, add more, or remove what you don't need

💡 Benefit: Templates save 10-15 minutes per form by providing a professional starting point instead of a blank canvas.

Accessing the Template Library

Access templates when creating a new form:

1. Click New Form button on your Dashboard
2. Template library appears (for new users or when enabled)
3. Browse available templates by scrolling through the gallery
4. Click on any template to preview or select it
5. Or choose Blank Form to start from scratch

Note: If you don't see the template library, you can still create blank forms manually. Templates may be shown to new users or during onboarding.

Available Form Templates

FormRobin offers 8 professionally designed templates:

1. Contact Us

Use for: General inquiries from website visitors

Includes:

• Name (First and Last)
• Email address
• Subject/Topic
• Message (long text area)

Best for: Business websites, support pages, general contact forms

2. Event Registration

Use for: Collecting attendee information for events

Includes:

• Full name
• Email address
• Phone number
• Organization/Company
• Number of attendees
• Dietary restrictions
• Special requirements

Best for: Conferences, workshops, webinars, meetups

3. Customer Feedback

Use for: Collecting product or service feedback

Includes:

• Overall satisfaction rating
• Product/service quality rating
• Customer service rating
• What did you like?
• What can be improved?
• Likelihood to recommend
• Additional comments

Best for: Post-purchase surveys, service feedback, product reviews

4. Job Application

Use for: Recruiting and hiring processes

Includes:

• Full name
• Email and phone
• Position applying for
• Resume upload
• Cover letter
• Years of experience
• Education level
• Availability/Start date
• Salary expectations

Best for: Job postings, career pages, recruitment campaigns

5. Newsletter Signup

Use for: Building email lists

Includes:

• First name
• Last name
• Email address
• Interests/Preferences (checkboxes)
• Consent checkbox (GDPR-friendly)

Best for: Blog subscriptions, marketing lists, email campaigns

6. Lead Generation

Use for: Capturing potential customer information

Includes:

• Full name
• Business email
• Company name
• Company size
• Phone number
• Industry
• Budget range
• How can we help?

Best for: B2B marketing, sales funnels, demo requests

7. Customer Survey

Use for: Market research and customer insights

Includes:

• Age range
• Gender
• Location
• How did you hear about us?
• Frequency of use
• Satisfaction ratings
• Feature preferences
• Open-ended feedback

Best for: User research, product development, market analysis

8. Product Order

Use for: Collecting custom product orders

Includes:

• Customer name
• Email and phone
• Product selection
• Quantity
• Size/Color/Options
• Shipping address
• Special instructions
• Preferred delivery date

Best for: Custom orders, bulk requests, pre-orders

How to Use a Template

1. Click New Form on your Dashboard
2. Browse the template library
3. Click on the template that best matches your needs
4. Review the template preview
5. Click Use This Template
6. Give your form a name
7. Optional: Choose a folder for organization
8. Click Create Form
9. Form opens in editor with template fields pre-populated

Customizing Your Template

Once you've selected a template, customize it to fit your exact needs:

Edit Existing Fields

• Click any field to edit its label, description, or settings
• Change placeholder text to match your context
• Toggle required/optional status
• Adjust validation rules (min/max length, format, etc.)

Add or Remove Fields

• Click Add Question to insert new fields
• Choose from 15 field types (text, email, dropdown, image, etc.)
• Delete unnecessary fields by clicking the trash icon
• Drag and drop to reorder fields

Customize Styling and Theme

• Click Theme or Style tab in editor
• Change colors, fonts, and button styles
• Templates come with pre-selected themes, but you can modify them
• Preview changes in real-time

Configure Form Settings

• Update submit button text (e.g., "Send Message", "Register Now", "Submit Order")
• Enable reCAPTCHA spam protection
• Set up email notifications
• Add custom redirect URLs (Individual tier)
• Configure integrations (Google Sheets, Zapier, SendFox, webhooks)

Template vs Blank Form: When to Use Each

Use a Template When:

• Your form matches a common use case (contact, registration, feedback)
• You want to save time with pre-built fields
• You're new to form building and need guidance
• You need professional styling out of the box
• You want best practices for field order and validation

Use a Blank Form When:

• Your form is highly specialized or unique
• You want complete control from the start
• Templates don't match your use case
• You're building something experimental
• You prefer building from scratch

Template Customization Best Practices

• Review all fields: Don't assume template fields fit perfectly - review each one
• Update labels: Change field labels to match your brand voice
• Adjust required fields: Only require essential information
• Test before sharing: Submit test responses to verify everything works
• Simplify when possible: Remove fields you don't absolutely need
• Add context: Use Statement or Image fields to provide instructions
• Brand consistently: Update colors/fonts to match your brand

What Happens After Using a Template

• Full ownership: The form is yours to keep and edit
• No connection to original: Changes don't affect the template
• Auto-published: Forms are live immediately with a unique URL
• Fully editable: Edit anytime, even after receiving submissions
• Duplicatable: Create copies if you need multiple similar forms

Troubleshooting

Issue: Template library not showing when creating a form.

Fix: Template library may only appear for new users or during onboarding. You can still create blank forms manually and build them yourself. All features are available in both template and blank forms.

Issue: Can't find the right template for my use case.

Fix: Choose the closest template and customize it heavily, or start with a blank form. Templates are starting points, not rigid structures.

Issue: Template has fields I don't need.

Fix: Simply delete unnecessary fields by clicking them and using the trash/delete icon. You have full control to add, remove, or modify any field.

Issue: Template styling doesn't match my brand.

Fix: Click the Theme/Style tab in the form editor and customize colors, fonts, and styles. All templates are fully customizable.

FAQ

Q: Are templates free to use?

A: Yes! All templates are available on both Free and Individual plans at no additional cost.

Q: Can I edit a template after using it?

A: Yes, absolutely. Once you create a form from a template, it's yours to edit freely. You have complete control over all fields, settings, and styling.

Q: Do I have to use templates?

A: No, templates are optional. You can always choose "Blank Form" to start from scratch.

Q: What's the difference between a template form and a regular form?

A: Nothing! Once you create a form from a template, it functions identically to a manually created form. Templates just give you a head start.

Q: Can I create my own templates?

A: Currently, you can't create custom templates in the library. However, you can duplicate existing forms to reuse them, which serves a similar purpose.

Q: Do templates include integrations?

A: No, templates only include form fields and styling. You'll need to manually configure integrations (Google Sheets, Zapier, webhooks, etc.) after creating your form.

Q: How often are new templates added?

A: FormRobin periodically adds new templates based on user needs. Currently, 8 templates cover the most common use cases.

Need help with form templates? Contact our support team - we're here to help!