Preview a Form Template
Open a saved form template and review its structure before editing or reuse.
Use the form template preview page to inspect a saved form template before editing it or using it as the starting point for a new CRM form.
Preview protects shared templates from becoming stale, campaign-specific, or too generic for the next form.
Use preview before editing a template that other teammates may reuse. It gives you a safe way to inspect structure without immediately changing the template.
Open the Preview
- Open Templates > Forms.
- Select the template card.
- Review the preview area.
The preview page includes an Edit action and a Back action. Use Edit when the template needs field changes. Use Back to return to the form template library.
If you only need a one-time form, create a form from the template and edit the new form instead of changing the shared template.
What to Check
Before reusing a template, confirm:
- The template name still matches the workflow.
- The field order is correct.
- Required fields are still appropriate.
- The form does not include old campaign, customer, or team-specific copy.
- The template is a good baseline for the new public form.
Also check whether the template implies a submission action, mapping, or notification that should be configured on the final CRM form.
If the template was created for a specific campaign, customer segment, event, or department, confirm that wording has been removed before another team reuses it.
Review Field Behavior
Preview the field types, labels, required state, helper text, and order. Confirm that sensitive fields are necessary and that the form does not ask for data your team will not use.
For lead forms, make sure contact fields can map cleanly to CRM contacts. For support forms, make sure issue details and urgency are captured clearly enough for ticket triage.
For file upload fields, confirm the final form really needs files. Asking for files too early can reduce completion rates and may collect sensitive data your team does not need.
When to Edit Instead
Edit the template when many future forms should inherit the same change. If only one new form needs different wording, create the form from the template and edit that form instead.
After editing a template, create one form from it and test the resulting public form. The preview checks structure, but the final form test verifies submission behavior.
Template Review Routine
Review form templates after campaign changes, product changes, routing changes, or CRM field changes. Remove outdated fields before teammates copy them into new forms.
Assign an owner for high-use templates. The owner should review templates after custom fields, workflows, pipelines, ticket statuses, or notification rules change.
Preview Checklist
Before using a template:
- confirm the template name and purpose
- scan every field label and type
- check required fields
- remove campaign-specific wording
- confirm sensitive fields are justified
- confirm the final form owner will review mappings and workflows
Troubleshooting
If a template preview looks right but the public form behaves differently, review the actual CRM form created from the template. Public behavior depends on the form's settings, submission mapping, notifications, and embed or share context.
If a field is missing from the preview, open the template editor and confirm the field was saved to the template rather than only to a form created from it.