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: Compact (vertical and horizontal) and Long.
There are two tabs for sign-up forms in the Library. When you save your sign-up forms, they will be automatically separated into compact and long 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.
    signupform menu
  2. Mouse over the signup form you would like to add to the library.
  3. Click More. Select Save to Library.

                                                                    OR
  1. From the Navigation toolbar, choose Contacts and select Signup Forms.
  2. Click the signup form you would like to add to the Library.
  3. Click More in the detailed view of the selected signup form.
  4. Select Save to Library from the dropdown menu.
    save to library in more
  5. 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.
  2. Click Create Form Template.
    create form template
  3. You can also select whether your form is vertical or horizontal from the dropdown in the top right corner of the Create Form Template screen.
  4. Choose the signup form layout and click Next.
  5. Edit the signup form, then click Save and Proceed.
  6. Make any changes you need in the Response page and click Save and Proceed.

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. Create Signup Form - Click here to create a sign-up form in the Signup Forms section of the Contacts module.
  3. Edit - Edit the signup form.
  4. Clone - Clone the signup form.
  5. Delete - Delete the signup form.

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