How to add signup form template to Library - Online Help | Zoho Campaigns

How to add signup form template to Library

Form Templates in the Library module allow you to save the sign-up forms you've designed for future use. This means you don't have to create a new sign-up form every time you want to send one out, but can use the ones that you've saved in the Library.
There are two types of sign-up forms: Embedded and Pop-up forms.

How do I save a signup form template to the Library?

There are two ways to save your signup form to the Library. Once you're done designing your signup form,

  1. From the Navigation toolbar, choose Contacts and select Signup Forms.
    signup form menu

  2. Mouse over the signup form you would like to add to the library.
  3. Click More. Select Save template.
    Save template.
  4. Add the name and click Save.
    Save template
                                                                    OR
  1. From the Navigation toolbar, choose Contacts and select Signup Forms.
    Signup forms
  2. Click the signup form you would like to add to the Library.
  3. Click More Actions in the detailed view of the selected signup form.
  4. Select Save template from the dropdown menu.
    save template detailed view
  5. Add the name and click Save.
    Save template
  6. Your signup form will be saved under the Form Templates section of the Library.

How do I create a signup form from the library?

Apart from just saving your signup forms, you can also create them from the Library:
  1. From the Navigation toolbar, choose Library and select Form Templates.
    Form templates
  2. Click Create Form Template.
    create form template
  3. Choose the signup form layout and click Use template.
    Use template
  4. Edit the signup form, then click Save and Proceed.
    save and proceed
  5. Make any changes you need in the Response page and click Save.
    response page

What actions can be performed on the signup form templates saved in the library?

When you mouse over the thumbnail of a template stored in the library, you can see the following icons:

  1. Detail View - Displays the details of the sign-up form.
  2. Edit - Edit the signup form.
  3. Clone - Clone the signup form.
  4. Delete - Delete the signup form.
    actions