--- title: "Share a Form as a Template" description: "Send a link so anyone can preview your form and add their own editable copy to their account. Your leads, integrations and tracking stay with you." url: https://help.roasform.com/en/articles/68-share-a-form-as-a-template collection: "Form Builder" updated: 2026-11-09 language: en --- # Share a Form as a Template Send a link so anyone can preview your form and add their own editable copy to their account. Your leads, integrations and tracking stay with you. 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. ## Create your link 1. Open the form in the form builder. 2. Click the **Share** button in the top bar, next to **Publish**. 3. Open the **Template** tab. 4. 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. ## What people see when they open your link - 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](https://help.roasform.com/en/articles/69-use-a-template-someone-shared-with-you.md). ## What's copied and what isn't ### Copied - 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 ### Never shared - 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 ## Earn commission 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](https://help.roasform.com/en/articles/37-the-roasform-affiliate-program.md). ## Turn off a link 1. On the **Template** tab, click **Turn off link**. 2. Tick **I understand this link will stop working for everyone**. 3. 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. ## Sharing with your team 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.