How to create a copy of a form

Duplicating a form gives you a second form with the same design, content and settings, but its own link and QR code. Give each location, channel or campaign its own copy, and contacts see exactly the same form while you can tell the sign-ups apart.

Duplicate a form

1. Go to CRM → Forms and open the form you want to copy.
2. Open the ⋯ menu next to Edit form and choose Duplicate.

You'll see Form duplicated, and the copy opens on its Information page. The copy has the original's name followed by "(copy)".

After duplicating

• Rename it. Click Edit form on the copy, open Settings → Form settings, change Name and click Submit. A clear name helps you tell the copies apart in the list.
• Share the new link. The copy's Share form page has its own URL and a Download QR code button. The original's link and QR code keep pointing to the original.
• Follow each copy separately. Every form has its own Submissions page, so each copy shows only the sign-ups that came in through it.

A good use is one form per location: put each location's own QR code on its posters or at its till.