How to Create and Load a Custom Thrive Leads Form Template

Thrive Leads gives you the flexibility to create custom templates from any opt-in form you’ve designed, making it easy to maintain consistent branding and reuse them whenever you need.

In this article, you’ll learn how to create an opt-in form template, save it, and be able to apply it to a different Lead Group.

Adding a New Opt-in Form using Lead Groups

To create a custom template, you’ll first need to add and customize an opt-in form. To add a new opt-in form, follow these steps:

1. From the Thrive Leads Dashboard, locate the lead group where you want to add your new opt-in form.
   
2. Click the Add new type of opt-in form button.
   
3. You can choose any type of Opt-in Form you want. For this guide, we’ll use the Ribbon form type as an example.
   
4. After choosing the form type, click the Add icon to create a new form in the group.
   
5. Enter a name for your form, then click Create Form.
   
6. Once the form has been added, click the Edit Design icon on the right.
   
7. You’ll see a selection of pre-made templates. Select one as your starting point, then click Choose Template.
   
8. Customize the form to match your brand. When you’re finished, click Save Work.
   

Saving the Customized Template

When you’ve finished designing the form, you can save it as a template for future use by following these steps:

1. In the form editor, click the Settings gear icon on the right sidebar.
   
2. Next, select the Save Template option.
   
3. A dialog box will appear where you can enter a name for your template. Choose a name that helps you identify it later. Once done, click Save.
   

Important: A saved Opt-in Form template can only be used when editing the same form type. For example, a saved “Ribbon” template cannot be applied to a “Lightbox” form type.

Loading the Custom Opt-in Form Template

If you want to use your saved template on a new or existing form, follow these steps:

1. Open your form in the editor and click the Change Template icon on the right sidebar.
   
2. Next, select the Saved Templates option to load your customized templates.
   
3. Locate your saved template, then click Choose Template.

With these steps, you’re ready to create, save, and reuse your favorite opt-in form designs. For more information on Thrive Leads, please visit our knowledge base.