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How to Use a Form or Survey Template

Charie

Using a form or survey template saves time and effort, as it provides a ready-made structure designed by experts for effectiveness and user-friendliness. It ensures consistency and professionalism, while still allowing customization to meet specific needs. This approach is efficient and practical, particularly for those without advanced design skills.

 

Steps:

  1. Navigate to Sites > Forms/Surveys

  2. Click on the “+ Add Form” or “+ Add Survey” button on the top right corner

  3. Choose the option to ‘Choose from Template’

 

  1. Choose a template of your choice from the library and hit the continue button

 

  1. Make the desired changes and then hit the “Save” button

 

  1. You can now use this template as needed in the future.