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Templates

Choose a starting form instead of building every field by hand. The gallery includes general-purpose forms, industry inquiries, guided multi-step forms, payment forms, and licensing forms.

Choose a starting point

  1. Open Core Forms > Add New.
  2. Search by name or use a category such as Education, Real Estate, Healthcare, or Events.
  3. Use Form layout to show Multi-step or Single page templates.
  4. Click Preview to inspect a sample, then Use this template to create the form. Choose Start blank for an empty form.

Template gallery with multi-step layout filter and badges

Categories wrap across the available width. A Multi-step badge means the sample includes named steps, not simply a long list of fields. The gallery's sample preview lets you navigate steps without submitting an entry.

Apply a template in the builder

Click Templates in the visual builder toolbar. Choose a template and review the replacement confirmation when your form already contains fields. Applying a template replaces the current field layout; use a new form if you want to keep the original separately.

The template's schema, settings, actions, and messages are part of its starting configuration. Review all of them after applying a template, especially when replacing an existing form.

Choose the right kind of sample

Need Starting point
A general inquiry Contact form or Quote request
A longer inquiry split into steps A Multi-step variant
Industry-specific intake Education, home services, real estate, legal, hospitality, or another industry category
An online purchase A payment-ready template for your provider
A donation pledge Donation form; use a payment-ready donation template to collect money
Mailing-list interest Newsletter signup, then connect the email marketing action

Check actions and settings before publishing

  • Notifications: Review the recipient, sender, subject, and field variables in each email action.
  • Acknowledgements: Check the submitter email field and confirmation wording. An inquiry is not a confirmed booking or completed payment.
  • External services: Connect the relevant account. A template cannot supply your provider credentials or list IDs.
  • Payments: Confirm the provider, amount, currency, and test/live configuration before collecting money.
  • Storage and spam: Review submission storage, honeypot, rate limits, duplicate handling, and any additional spam protection appropriate for your form.
  • Preview: Test required fields, step order, mobile width, and the final submission. Saved-form previews run real actions.

For step editing, see Multi-Step Forms. For the preview controls, see Preview.