Creating Custom Form Templates

Would you like to create your own custom form templates? Converting your form into a custom template allows you to reuse the form as a building block for creating other forms on your site, which can be a huge time saver.

This tutorial will show you how to create your own custom form templates from a new or existing form.

Before you get started, make sure WPForms is installed and activated on your site.

Creating a Form to Use as a Template

To begin, you’ll need a form that will later be converted into a custom template. Start by creating a new form or editing an existing one to access the form builder.

On the Setup page, enter the name of your template in the Name Your Form field.

Naming a new form to use as a template

This title will be visible in the template library once you add your custom template to it, so make sure it’s something descriptive but not too long.

Adding and Customizing Fields

In the form builder, click on the field(s) you’d like to add to the form. Alternatively, you can drag and drop the field to the preview area.

Adding a Checkboxes field to a form

Clicking on any field in the preview area will open its Field Options panel where you can further customize the field.

Customizing field options to use in a form template

Note: Looking for more guidance on setting up your template’s fields? You can learn more about all the available options in our tutorials on choosing the right form fields and customizing field options.

Configuring Form Settings

If you’d like, you can also customize your form template’s settings like notifications and confirmations. All changes to your settings will carry over when you convert this form into a custom template.

Converting Your Form Into a Custom Template

After adding the fields to your form and configuring the form’s settings, proceed to create your form template. To do so, click on the Menu icon just before the Preview button.

Click the menu icon

Next, select the Save As Template button to create your template.

Save as Template

Once the process is completed, you’ll see a TEMPLATE tag next to the form’s name, indicating that the form is now a template.

Custom form template with Template tag

The Embed button will also be disabled. This means you won’t be able to display this custom template on your site’s frontend.

Disabled embed button

If you’d like, you can add a brief description to your template. This can be helpful to give a brief overview of the intended use case for the custom template.

To add a description, go to Settings » General in the form builder. Then scroll down and locate the Template Description field. Here, you’ll need to add a brief description for your custom template.

Adding a description to the custom template

After updating the custom template, be sure to click the Save button to update your changes.

Save your changes

Note: If you used the Zapier addon to create zaps before converting your form to a custom template, you’ll need to manually reconfigure the connection whenever you use the template to create a new form.

Accessing Your Custom Templates

To access custom templates you’ve created on your site, go to WPForms » Form Templates. After that, select the My Templates sidebar menu.

Accessing custom form templates

You’ll see a grid containing all the custom templates you’ve created. When you hover over an individual custom template, you’ll see options to either use, edit, or delete the template.

Hover over custom form template

Alternatively, you can see the custom templates you’ve created by going to WPForms » All Forms. Forms that have been converted into a custom template will have a Template label next to the form’s name.

Viewing custom templates in the forms overview page

If you’d like to only show custom form templates on the forms overview page, select the Templates link to filter the list.

Select the Templates tab

Editing Custom Form Templates

To edit a custom template, hover over the template and select the Edit Template button.

Editing a custom form template

You’ll be directed to the form builder where you can update the template’s fields and settings. Any changes you make here will apply to the custom template.

Using a Custom Form Template

To use a custom template, hover over the template name and select Create Form.

Using a custom form template

Note: If you’re accessing the custom templates page when creating a new form, the button text changes to Use Template.

This would direct you to the form builder with all the fields from the custom template included in the new form. You can update the form or simply save and display it on your site.

Deleting a Custom Form Template

Note: Deleting a custom template is irreversible. You won’t be able to access the template after deleting it from your site.

If you’d like to delete a custom form template you’ve created, hover over the template name and select the Delete icon.

Deleting a custom form template

In the confirmation overlay that appears, click the Yes, Delete button to delete your custom template.

Confirm delete

Frequently Asked Questions

These are answers to some of the top questions about creating a custom form template in WPForms.

Can I test the form template to ensure it’s working properly?

Yes. Although you won’t be able to embed a custom form template on your site, you can still test it using the Preview link in the form builder.

Preview custom template

You can verify that the form looks and works as you expect and also submit entries.

Note: Entries submitted through a custom form template are temporarily stored and are automatically deleted after 24 hours.

That’s it! Now you know how to easily create a reusable custom form template in WPForms.

Next, would you like to learn about the available templates in WPForms? Check out our guide on using form templates for more details.