Creating a new template in Pilotis Forms is a simple yet powerful way to streamline your form creation process. Templates serve as the foundation for all forms, allowing you to design and customize the structure before sending out forms to collect data.
There's a video guide that will help guide you on this process:
Follow these steps to create a new template:
Step-by-Step Guide
1. Access the Template Section
Begin by navigating to the Templates section via the left side-menu. This section is your gateway to managing all your templates.
2. Press the New Template Button
Click on the "New Template" button in the top right of the screen. This action will initiate the template creation process.
3. Select the Team
Choose the team you want to have the template available for. This ensures that the right team members have access to the template. Teams help organize and manage access within your organization.
To read more about teams and how to manage them, click here.
4. Select the Category
Choose the category you want to put the template in. Categories act like folders, helping you organize your templates for easy access and management.
To read more about categories and how to use them, click here.
5. Input a Title
Enter a title for your template. It's important to use a unique and easily identifiable name to distinguish it from other templates. A clear title helps you and your team quickly recognize the template's purpose.
6. Add a Description
Provide a description for the template. This description is used internally to help you and your team understand the purpose and intended use of the template. A well-written description can save time and reduce confusion.
7. Select Analytics Options (Plan Dependant)
If Analytics are enabled for your plan and via the global settings, you can choose to enable/disable Analytics on the template level. If enabled, you can then define the various items that are tracked as part of this feature.
To read more about Analytics, click here.
8. Select a Theme
Choose a theme for your template. Themes help maintain consistency and branding across your forms. Selecting the right theme can enhance the visual appeal and user experience of your forms.
To read more about themes and how to create them, click here.
Next Steps
Once you have completed these initial steps, you can proceed to customize your template by adding sections and components. Pilotis Forms offers a variety of components such as text fields, checkboxes, radio buttons, and more, allowing you to build comprehensive and dynamic templates. More details on these controls can be found here.