Rival Help CenterPerform
Help CenterPerformAdministrationForm TemplatesCreating a form template

Create an Engage feedback form template

  • You can create a form template in any of the supported languages.
  • Selecting a language sets how this template can be filtered. It does not automatically translate it into that language.
  • You must set up the template in the language you selected. No automatic translation. It's all on you.
  1. From the navigation bar, click Administration.From the Settings page under Appearance and Customization, click Form Templates. The Form Templates page opens.
  2. Click the Engage tab.
  3. Select the language for this template.
  4. Click plus icon. The eForm Builder opens.
  5. Enter a title for the template.

    Tip: The title is how a user selects a form to complete. Be descriptive—and perhaps use a project name/code—so a user can easily identify and select it.

  6. In the Basic list, click an element and drag it into the dotted area of the Content panel.
  7. (If applicable) Click gear icon to set element properties.
  8. Repeat steps 7 through 8 as needed.
  9. Move elements up or down (drag and drop) in the Content panel to arrange appropriately.

    Tip: To delete an element, click gear icon and select Delete.

  10. Click Save. The form template is now available for users to select and use.