Share any form as a template with a link. Whoever opens it can try your form live and add their own copy to their ROASForm account in one click. They get your questions, logic, scoring, endings and design. Your leads, integrations and tracking are never shared.
When someone creates a new ROASForm account through your link, you earn 40% commission on their subscription payments, for as long as they stay subscribed.
Open the form in the form builder.
Click the Share button in the top bar, next to Publish.
Open the Template tab.
Click Create link, then click Copy Link.
You can also start from the Forms list: click the Share template button on the form's row.
The form doesn't need to be published. You can share a draft too.
Under the link you can see how many imports it has: the number of subaccounts that added a copy through it.
Owners, admins and editors can share forms. Split tests can't be shared as templates.
Your first name, the form's name, how many questions it has and roughly how long it takes.
A live preview of the form they can click through. Nothing they type is submitted, and nothing is booked.
A Use this template button that adds a copy to their own account.
The link always shows your form as it is now. If you change the form later, everyone who opens the link after that gets the new version. Copies people already made don't change, and the changes they make to their copy never touch your form.
To see the steps the people you share with follow, see Use a Template Someone Shared With You.
Questions, with their options, formatting and settings
Conditional logic and lead scoring
Endings, with their tags and lead qualification
The skin, theme and the rest of the design
Images you uploaded to ROASForm, plus YouTube, Vimeo, Loom and Wistia videos
Leads, submissions, appointments and analytics
Your GoHighLevel and Calendly connections, your calendars and your webhooks
Your Meta Pixel ID and Conversions API token
Redirect URLs and button links on your endings
Who gets your email notifications
Your consent text. The copy gets the standard consent text instead.
X-Ray settings
Images hosted on other websites, and embedded video code
Everyone who creates a new ROASForm account through your link counts as your referral. You earn 40% of their subscription payments, for as long as they stay subscribed, just like with your affiliate link.
You join the affiliate program automatically when you create your first link. There's nothing to sign up for.
Only new accounts count. Someone who already has a ROASForm account can still import your form, but isn't a referral.
New accounts made through your link get a 14-day free trial.
See your referrals and earnings on the Refer & Earn 40% page at the bottom of the sidebar.
For which payments count, payouts and how referrals are tracked, see The ROASForm Affiliate Program.
On the Template tab, click Turn off link.
Tick I understand this link will stop working for everyone.
Click Turn off link.
Nobody can import the form through that link anymore, including people you already sent it to. Copies people already made stay in their accounts.
This can't be undone. If you click Create link again, you get a new link with a new address, and its import count starts at zero.
A link also stops working on its own if the form is deleted, if its subaccount is locked or archived, or if you're no longer an owner, admin or editor there.
Each person who shares a form gets their own link, with its own import count and commission. You only see your own link, so you can't turn off a link a teammate made.
People in your own agency can't import your template. To copy a form inside your agency, use Clone on the Forms list.
