If you run similar events and need to collect the same information across them, Custom Form Templates allow you to reuse questions, saving time and ensuring consistency.
Creating a Custom Form Template
You will have two options for creating a Custom Form template:
Convert an existing Custom Form into a Template
If you've already created a Custom Form in an event and want to collect the same information for future events, you can save time by converting your existing form into a reusable template.
Simply open the event containing your Custom Form and convert it into a Template, ready to use across other events on your account.
To convert and existing Custom Form into a template:
From your account Dashboard, under the Manage Event Overview, click on the name of the event that has the Custom Form you wish to convert to a Template
From the left menu, select Additional Information, then Custom Form (Data Collection)
Click Save as Template
Enter a name for the template
Click Save Template
Once saved, your template will appear under Custom Form (Data Collection) Templates, accessible via Templates on your account Dashboard. It will then be ready to import into any event on your account.
Creating a Template from scratch
To create a new Custom Form template:
From your account Dashboard, from the left menu, select Templates, then Custom Form (Data Collection) Templates
Click Create a Template
In the field Template Name, enter a name for the template
Click Add a Custom Question
Complete all the fields
Click Save or Save and Add Another. Repeat for each question required
Click Save
For a complete guide of what options are available in Custom Forms, please see: Custom Forms
Uploading a Custom Form Template into an event
Once you've created a Custom Form Template, you can import it into any existing event on your account.
Importing a template will not overwrite or affect any questions already added to the event.
To upload a Custom Form Template into an event:
From your account Dashboard, under the Manage Event Overview, click on the name of the event
From the left menu, select Additional Information, then Custom Form (Data Collection)
Click Import a Template
Select your template from the drop-down menu
Click Import Template
With your template uploaded, you will have the ability to:
Add additional questions that are unique to the event
Edit questions
Delete questions that do not apply to that event
Reorder the questions that were imported
These changes will be independent of the template, only applying to the event that they are made in.
Editing a Custom Form Template
To edit a Custom Form Template:
From the Dashboard, select Templates, then Custom Forms (Data Collection) Templates
Next to the template, click Edit
Once you have made your changes, click Save
Edits made will only apply to the template. They will not carry across to the events where the template has been uploaded.