FORMS: Form Templates
Learn how to create, save, and apply form templates in Unificus to streamline your form creation process.
What is a Form Template?
A Form Template serves as a pre-built foundation for generating new forms within Unificus. Templates preserve all configurations including fields, visual styling, custom elements, and conditional logic rules, allowing you to quickly replicate complex form setups.
How do I create a Form Template?
To begin building a template:
- Navigate to the Forms section and select the Templates tab
- Click the ”+ Create Template” button and choose your desired form type
Form Type Options
Kickoff Forms
These forms initiate automations when new contacts self-register into your portal. Though designed for prospective contacts not yet registered, they work equally well for existing contacts who need to update information or trigger assignments. You can embed them on your website or share via link. When completed, the form automatically registers the person as a contact in your system.
Kickoff Forms require you to specify a Role and Coordinator for registration. Optional configurations include Circle enrollment, Generator application, On-Boarding FLOW assignment, and Paid Portal Access setup (which collects payment before granting portal entry).
CLICK HERE to learn more about Kickoff Forms
Checkout Forms
Checkout Forms streamline the purchase experience and improve efficiency through intelligent automation. Users browse and select from available Items, Add-ons, and Packages with a dynamically updating total that displays their selections in real-time. The On-Page payment feature lets customers complete transactions immediately.
CLICK HERE to learn more about Checkout Forms
Update Forms
Update Forms modify information for already-registered contacts and operate exclusively within the platform. Use this form type when you want to allow contacts to revise their CRM Dashboard information or contribute additional details.
CLICK HERE to learn more about Update Forms
Support Forms
Support Forms work within the Support Menu Item for ticket creation and can also be placed on external sites, landing pages, or distributed via direct links. They collect essential information through a structured form, enabling your support team to efficiently manage inquiries, monitor ticket status, and resolve customer issues systematically.
CLICK HERE to learn more about Support Forms
General Forms
General Forms function as standalone, multipurpose tools with no specific system integration. They collect information for viewing purposes without storing data in your database. Deployable internally or externally, results are retained within Unificus for your reference.
CLICK HERE to learn more about General Forms
Subscriber Forms
Subscriber Forms let you grow your Email Marketing Audience directly through form submissions. New subscribers don’t require platform accounts—both recognized and anonymous users can submit. Note that responses won’t create or modify CRM profiles; they exclusively add subscribers to your Email Marketing Audience for newsletters, updates, and event notifications.
CLICK HERE to learn more about Subscriber Forms
Once you select your form type, follow the detailed instructions by clicking the “Click Here” link corresponding to your chosen type.
How do I create a Form Template from an existing form?
To convert a completed form into a reusable template:
- Go to Forms and locate your form
- Click the three-dot menu to access Options
- Select “Save as Template”
- Enter a name for your new template when prompted
How do I use a Form Template?
When building a new form of the same type:
- Look for the Load Template tab on the right side of your screen
- Select the template you want to apply
- Choose how to handle your current fields
- Click “Use template” to apply it
Field Handling Options
Keep current form fields: Retains any fields already in your form and adds new fields from the template.
Reset current form fields: Removes all existing fields and replaces them entirely with the template’s fields.