Using Templates

Speed up form creation with NexusForm’s template library. Start with professionally designed templates and customize them for your needs.

Accessing Templates

1. Open NexusForm from your Shopify Apps
2. Click Templates in the navigation
3. Browse the template library

Template Categories

Templates are organized by use case:

Contact Templates

Forms for customer inquiries and communication:

• General contact form
• Customer support request
• Quote request form
• Appointment scheduling

Registration Templates

Sign-up and registration forms:

• Event registration
• Membership signup
• Account creation
• Program enrollment

Survey Templates

Feedback and research forms:

• Customer satisfaction survey
• Product feedback form
• Market research questionnaire
• Exit survey

Feedback Templates

Review and rating forms:

• Product review form
• Service rating form
• Experience feedback
• Suggestion box

Newsletter Templates

Email subscription forms:

• Newsletter signup
• Mailing list subscription
• Updates preference form
• Blog subscription

Custom Templates

Other template types:

• Job application form
• Vendor application
• Contest entry
• Order form

Browsing Templates

Filter by Category

1. Click category tabs at the top
2. View only templates in that category
3. Or click “All” to see everything

Preview Templates

1. Hover over a template card
2. Click Preview button
3. See full template in preview modal
4. View all fields and styling

Using a Template

Create Form from Template

1. Find the template you want
2. Click Use Template
3. A new form is created with the template configuration
4. You’re taken to the form builder to customize

What’s Included

When you use a template, your new form includes:

• All template fields and structure
• Field configurations and validation
• Form settings and styling
• Default labels and placeholders

Customization

After creating from a template:

• Edit any field properties
• Add or remove fields
• Change colors and styling
• Modify settings
• Rename the form

Template Best Practices

Choose the Right Template

1. Match your use case - Start with a similar template
2. Consider fields - Look at what fields are included
3. Check styling - Ensure the design fits your brand

Customize Thoughtfully

1. Keep what works - Don’t change everything
2. Add your branding - Update colors to match
3. Adjust labels - Make them fit your context
4. Test thoroughly - Submit test entries

When to Use Templates

Use a template when:

• Starting a new form quickly
• You need a common form type
• You want design inspiration
• You’re not sure what fields to include

Build from scratch when:

• You need a very specific form
• Template doesn’t match your needs
• You have exact requirements

Template Features

Professional Design

Templates are designed by form experts with:

• Optimal field arrangement
• Appropriate validation
• User-friendly layouts
• Mobile responsiveness

Ready to Publish

Templates are complete forms that:

• Work out of the box
• Include sensible defaults
• Have proper validation
• Look professional

Fully Editable

Every aspect can be customized:

• Add/remove fields
• Change all properties
• Update styling
• Modify behavior

Example: Using Contact Template

1. Select Template

   • Go to Templates
   • Filter to “Contact”
   • Preview “General Contact Form”
   • Click “Use Template”

2. Review Fields

   • Name field - keep as is
   • Email field - keep as is
   • Subject dropdown - update options for your business
   • Message textarea - adjust placeholder

3. Customize Styling

   • Change color scheme to match brand
   • Select rounded style for friendly feel

4. Update Settings

   • Set success message
   • Configure email notifications

5. Publish

   • Save the form
   • Click Publish
   • Add to your theme

Template Updates

Templates may be updated over time:

• Using a template creates a copy
• Your form won’t change if template updates
• You can always create a new form from updated template