· Whitepaper

Form templates

Table of contents

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Create and use templates for forms

In the eworx Marketing Suite, you have the option of creating as many form templates as you like and using them as templates for later forms. This function is particularly practical if your forms should always have a similar structure or the same CI.

With the form templates, you not only have the option of adopting the design, but also the entire structure including the fields, texts, settings, etc. This saves you from having to create new forms. In this way, you save yourself many work steps and reach your goal even faster.

You can find out exactly how the creation and use of form templates works in this white paper.

How can form templates be created?

If you are on the start page of the eworx Marketing Suite, you will find the Forms module on the left in the page navigation. By clicking on this module, the further item „Form templates“ appears below it. Here you will find, among other things, the already created form templates, which you can edit, copy, remove and sort.

By clicking on the three dots on the right side of the respective form template, you can open the preview or copy and remove the template. You will also find the button „Create new form template“ at the top of the page, with which it is possible to create a new form template.

Übersicht Formularvorlagen

By clicking on the button „Create new form template“ you have the option of creating a form template as a copy of an existing template. It is also possible to create a completely new template.

If you select „Form template to be copied“, you can select an existing form template from the drop-down menu, which will be copied when you click on the „Save“ button. In the „Description“ field you still have the option to enter internal information or notes that are relevant to you.

If you select the option „Create new form template“, you must choose a name for your form template. You also have the option of entering a „Description“ for this option.

Erstellung Formularvorlagen

After saving the settings, you can edit the form template with the already familiar form editor. The following white paper summarises which adjustments are possible in the form editor and how they can be made.

Can I create a form template from an existing form?

If you have already created a form, you can add the form as a new form template in the „Content“ tab. To do this, click on the button „Add as new template“ next to the „Preview“ button.

After clicking on the button, you only need to enter the name for your form template. It is also possible to enter a description and – if necessary – select the language. Once the form template has been saved, it can be found under „Forms“ > „Form templates“. The previously created form remains in place and can be found as usual under „Forms“.

If an existing form is added as a form template, not only the design but also the entire structure including the fields, texts, settings, etc. are taken over in the form template.

Formular als Vorlage speichern

What properties can be defined by a form template?

A form template can be used to define the entire content, including images, texts, formatting, selection options, etc. In short, all settings are stored in the form template, which are visible in the form editor.
In short, all settings that are visible in the form editor are stored in the form template.

How do I create a form with a form template?

New form

A comprehensive explanation of how to create forms can be found in the following whitepaper.

When creating a new form, there is an option to select a form template. To do this, you can select the desired form template from a drop-down menu.

neues Formular mit Vorlage erstellen

When selecting the form template, you can choose between system and user templates. When selecting the system template, the values of the form template „Form default value“ are used. These can also be found in the „Form templates“ and can neither be copied nor removed. However, it is possible to edit the form default values. How to edit the form templates is explained above.

After saving the setting, a new form is created that contains all the settings in the campaign editor that are stored in the selected template.

Existing form

If the form has already been created, you have the option in the layout of the form editor to take over the layout from a form template. You will find a link at the end of the layout settings. Clicking on this link opens a window in which you can select the desired form template. After saving, the settings are adopted and the window closes.

bestehendes Formular mit Vorlage erstellen

How can I adapt an existing form template?

As already explained above, the templates can be found under „Forms“ > „Form templates“ and can also be adapted here as desired by clicking on the „Edit“ button.

The name of the form template, the description, the language used and the content of the form template can be edited.

Formularvorlage bearbeiten

Changes in the form editor are automatically saved, just as they are when the form is created.

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