Create a ‘Form from Template’

Icon admin
2 min read

Here’s how you can use our Form Builder to build smart and appealing web forms on to your website:

1. First, go to Admin Settings of the Saphyte CRM, under the configuration tab, select ‘Form Builder’.

saphyte form builder menu

2. To create a new form, click on the ‘Create‘ button located at the bottom right side. A pop-up message will show asking you to select how you wanted to start with your form.

saphyte create form

3. Select ‘From Template’ from the option. This will let you customize the form elements depending on what information you require from your clients.

saphyte create form from template

4. Choose a form from the predefined templates and click ‘Select

saphyte create new form from template

View the form before selecting it by clicking

saphyte select form from template
saphyte create new form

5. You can rename your form from this page, change, or add form elements.

saphyte form elements

6. Once done, click on the ‘Savesave button.