How to create a template

You’ve asked, we have listened! A new feature is available in My Forms, called Save as template. Now you can easily save a form that you have created as a template in order to use it for future reference. This would help you create a template that can be used anytime you want and not start creating the future form from scratch.

Important note

Currently, Save as template feature is available only for main accounts. This means that subusers won’t be able to see & use this new feature. We are working on making it available for subusers as well.

Creating templates

When you go to My Forms, you will see a new section available, called Saved templates. This section is expanded by default, but you can collapse it by clicking on Close templates.

Saved templates empty section

You can create your first template in 2 ways:

1. Click on the Create a template button from the Saved templates container

2. Go to the menu of the form you want to turn into a template and click on the Save as template option.

Save as template overflow menuy

Let’s go through both steps one by one.

Create a template

If you want to create a template from scratch, all you have to do is click on the Create a template button from the Saved templates container. First, give a name to the template and then click on the Save button.

Create a template

After clicking on the Save button, the template will open in a new tab. Now all you have to do is to create the form exactly as you want.

Permission denied for several sections for a template

As we are talking about a template, there are some sections that can not be used and you will receive a permission denied page when accessing them:

1. Integrations

2. Security

3. Advanced

4. Results section (with all subsections)

When going back to My Forms, in the Saved templates container you will be seeing the first template that you have saved together with the option of creating a new template.

Save as template

If you already have a form that you want to save as a template, all you have to do is go to the menu of that specific template and click on Save as template.

Save as template overflow menu

Next, save the template’s name – taken directly from the form that you want to save as a template. You can edit it as you wish but do not forget to click on the Save button.

After saving the template name, the template opens up in a new tab. You will notice that the template is identical to the form you have started from, taking all its settings.

Going back to My Forms, now you have 2 saved templates!

How to use a template

You’ve created the templates, but how can you use the templates to create future forms? All you have to do is hover over the template you are interested in and click on Use template or simply click on the template card.

A new form will be created using the specified template.

Placement of the newly created form

The Saved templates container is available in All forms and all folders & subfolders.

1. If you create a new form starting from a template while being in All forms, the newly created form is available in All forms.

2. If you create a new form starting from a template while being in a folder, the newly created form is placed directly in that folder.

3. If you create a new form starting from a template while being in a subfolder, the newly created form is placed directly in that subfolder.

Templates options

You might have noticed that each template has a specific menu. You can click on the three dotted menu and you’ll notice that you can edit the template, rename it, and delete it.

By clicking on Edit template, the template opens up in a new tab so you can make any modifications to it. By clicking on Rename, you can simply rename the template. And of course, the Delete action removes the template from your account.

Template overflow menu

See all templates

If you have saved more templates than can be displayed on your screen, you will notice that the last card in the Saved templates container is called See all templates.

See all templates

When clicking on it, a modal opens up where we are displaying all your templates. You can search for your template by using the search field.

Saved templates modal

When using the search field, only the templates that match your search term will be displayed. As any other template, you can access its settings by clicking on the three dotted menu.

Search in Saved templates modal

When there are no results for your search term, a suggestive empty state will be displayed so you can revise your search term.

No search results.

With a free account, you can create up to 3 templates. If you try to create a new template after reaching the limit, the system will prompt you to upgrade your account.

Starting from the Gold plan, you can create unlimited form templates.

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Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form for more information. in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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