> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.swellsystem.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Form Templates

# Form Templates

Save time by starting with pre-built form templates for common use cases.

## Using Templates

### Browse Templates

1. Go to **Forms** → **Templates**
2. Browse available templates
3. Preview template structure
4. Select template to use

### Apply Template

1. Click **"Use Template"** on a template
2. New form is created from template
3. Customize fields and settings
4. Publish when ready

## Template Categories

### Contact Forms

**Basic Contact Form:**
- Name
- Email
- Phone
- Message

**Detailed Contact Form:**
- Name
- Email
- Phone
- Company
- Subject
- Message
- Preferred Contact Method

### Lead Generation

**Lead Capture Form:**
- Name
- Email
- Company
- Phone
- How did you hear about us?

**Qualified Lead Form:**
- Contact Information
- Company Information
- Budget Range
- Timeline
- Specific Needs

### Surveys

**Customer Satisfaction Survey:**
- Overall Rating
- Service Quality
- Product Quality
- Support Quality
- Comments
- Would you recommend us?

**Product Feedback Survey:**
- Product Rating
- Feature Ratings
- What you like
- What could be improved
- Additional Comments

### Event Registration

**Event Signup:**
- Name
- Email
- Company
- Dietary Restrictions
- Special Requests

**Webinar Registration:**
- Name
- Email
- Company
- Job Title
- Questions for Speaker

### Support Requests

**Support Ticket Form:**
- Name
- Email
- Subject
- Priority
- Description
- Attachments

**Bug Report Form:**
- Name
- Email
- Bug Description
- Steps to Reproduce
- Expected vs Actual
- Screenshots

### Onboarding

**Client Onboarding:**
- Personal Information
- Company Information
- Preferences
- Goals
- Terms & Conditions

**Employee Onboarding:**
- Personal Details
- Emergency Contact
- Bank Information
- Tax Information
- Documents

## Creating Custom Templates

### Save as Template

1. Create and configure form
2. Click **"Save as Template"**
3. Enter template name and description
4. Select template category
5. Template is saved for reuse

### Template Settings

- **Name**: Template name
- **Description**: What the template is for
- **Category**: Template category
- **Tags**: Searchable tags
- **Public**: Make available to all users
- **Private**: Only available to you

## Template Marketplace

### Browse Marketplace

1. Go to **Templates** → **Marketplace**
2. Browse public templates
3. Filter by category
4. Preview templates

### Share Templates

1. Mark template as public
2. Add description and tags
3. Template appears in marketplace
4. Others can use your template

## Best Practices

1. **Start with Templates**: Use templates as starting points
2. **Customize**: Adapt templates to your needs
3. **Save Your Own**: Save successful forms as templates
4. **Share**: Share useful templates with team
5. **Organize**: Use categories and tags

## Template Structure

Templates include:
- Pre-configured fields
- Field labels and descriptions
- Validation rules
- Conditional logic (if applicable)
- Integration setup (if applicable)
- Theme settings

## Modifying Templates

After applying a template:
- Add/remove fields
- Modify field settings
- Change validation rules
- Update conditional logic
- Adjust integrations
- Customize styling