Start a Funnel, Website, Form or Survey from a Template

Starting from a template gives you a complete, designed page set in minutes. You swap in your own text, images, and colors rather than building structure from nothing.

Funnels and Websites

1. Go to Sites, then Funnels (or Websites).
2. Click New Funnel (or New Website).
3. Choose Go to Template Library.
4. Browse or search, then open a preview. Switch between mobile and tablet to check responsiveness.
5. Select the template and continue.
6. Rename the project and edit each page in the builder.

Forms

1. Go to Sites, then Forms, then Builder.
2. Click Add Form and choose From Template.
3. Pick a design and customize fields, wording, and styling.

Surveys

1. Go to Sites, then Surveys, then Builder.
2. Click Add Survey and choose From Template.
3. Adjust questions, scoring, and look.

Documents and Contracts

In Documents, choose Create New to open the Template Library, then select or customize a pre-built contract or proposal layout.

How to Choose

• Match the template to the goal (lead capture, sales page, booking) before the style.
• Prefer layouts that need the fewest structural changes.
• Check prerequisites listed on a template, such as a connected payment provider for an order form.

After Picking

Replace stock images with your own, set your brand colors and fonts, and review every link and button before publishing.

Good to know: Your edits do not change the library original, so you can always return and pick the template again.