Forms, Surveys and Quizzes Tips & Tricks for Faster Builds
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We build a lot of forms, surveys, and quizzes for lead capture, client onboarding, and customer feedback. When we scale, the last thing we want is to recreate the same fields and styles from scratch every time. The platform includes cloning tools that let us duplicate any form element or copy an entire survey slide in one click. Used correctly, cloning saves hours, keeps styling consistent, preserves validations, and reduces mistakes. This post explains how to use cloning effectively, how it speeds up workflows for teams, and practical best practices we rely on daily.
Why cloning elements matters
We often reuse the same questions, input types, brand styles, and validation rules across multiple forms. Manually re-entering these details is slow and error prone. Cloning solves three core problems:
Speed — Duplicate inputs or slides instantly instead of rebuilding them.
Consistency — Keep fonts, colors, alignments, and required settings identical across forms.
Reliability — Preserve field validations and settings so you avoid missing required toggles or validation rules when copying.
When we clone, we copy not just the visible label but also the underlying settings. That means required fields stay required, validation rules stay intact, and integrations or hidden field mappings remain connected.
What you can clone (and what you can’t)
Understanding the difference between element cloning and slide cloning helps choose the right approach for the job.
Element cloning — Works inside forms, surveys, and quizzes. This duplicates individual items such as text blocks, input fields, images, choice questions, and question blocks. Great for repeating a single question or reusing a styled text box.
Slide cloning — Available for surveys and quizzes only. This duplicates the entire slide, including layout, multiple elements, spacing, and design blocks. Ideal for multi-step flows where each step shares the same structure.
Not available — Entire form duplication from within the form editor may not be supported; instead use element and slide cloning to rebuild the structure quickly or use saved templates if your platform supports them.
Step-by-step: Clone an element
Here is a simple, reliable process we use every time we clone a field or block.
Create or open the form, survey, or quiz where you want to reuse an element.
Drag the element you want onto the canvas if it’s not already there (text, input, image, question block).
Customize fonts, colors, and other styling to match your brand.
Locate the duplicate or clone button on the element toolbar and click it. A second copy appears immediately with all settings preserved.
Move the cloned element where you need it and edit the text or options. Editing the clone does not change the original.
Cloning keeps all configured input settings such as validation patterns, minimum and maximum lengths, required toggles, and placeholder text. That consistency is critical for form logic and data capture integrity.
Step-by-step: Clone an entire slide (surveys and quizzes)
When each step in your quiz or survey follows the same pattern, whole-slide cloning is the fastest way to scale a multi-step flow.
Open the survey or quiz editor and design the first slide exactly how you want it: logo, heading, question blocks, images, and answer types.
Use the slide-level clone action to duplicate the entire slide. The platform copies layout, spacing, and all included elements.
Update question text, answer options, or branching rules in the cloned slide. Because the layout is copied, you only touch content, not design.
Repeat cloning as many times as needed to build the full flow.
This keeps steps visually identical and helps respondents have a consistent experience. It also ensures you don’t forget to add required fields or unique settings to one slide while leaving another incomplete.
Practical examples that save hours
Here are a few scenarios where cloning makes a real difference for busy teams.
Client onboarding form — We create a standardized set of fields (company name, contact, address, service selections) once, clone those fields into each new client form, then tweak a couple fields for the specific client.
Job application form — The application requires multiple repeatable sections for references or work history. We design one section and clone it for each additional entry instead of manually adding three or four repeated groups.
Multi-step lead qualification quiz — Build one slide that contains demographic questions and scoring fields, clone the slide, then update the content to build a 10-step qualification flow in minutes.
Customer satisfaction survey — Reuse the same question blocks and rating scales across different surveys for consistent reporting and cleaner analytics.
How we organize cloned items for teams
Cloning is powerful, but it can create clutter if left unchecked. We recommend these organizational habits to keep everything tidy and efficient.
Name everything — Immediately rename cloned elements and slides with clear, contextual names. For example, "Onboarding — Contact Info" or "Quiz Slide — Scoring A". That helps everyone on the team find the right piece quickly.
Create a component library — Maintain a central form or survey that acts as a library of reusable components. Use this as the source for cloning rather than hunting across multiple projects.
Use versioning — When you change a commonly cloned element, keep a version history or duplicate the library before changing it. That way old forms remain intact and you can roll back if needed.
Document intended use — Add brief notes or naming conventions inside your platform to explain when and why a block should be reused. That reduces accidental misuse by new team members.
Editing cloned elements safely
One of cloning’s strengths is that edits to a clone do not affect the original element. Here’s how we edit safely:
Edit the clone in place to adjust labels, options, or help text.
When changing validation rules or integrations, test the cloned element independently to ensure the logic and mappings still behave as intended.
If you need the change applied across many forms, update the original library element, then re-clone or replace existing elements in each form to standardize the update.
Problems we’ve encountered and how to fix them
Even with cloning, a few hiccups can occur. These are the common issues and quick fixes we use.
Accidental duplicates — If a cloned element appears in the wrong place, rename it immediately and move it to the right position. Keep a clean undo history open while you work so you can revert accidental clicks.
Validation mismatch — If a clone does not behave with the same validation as expected, compare the settings panel of the original and the clone line by line. Reapply any missing validation toggles.
Broken integrations or mappings — Cloning preserves most field mappings, but sometimes hidden fields or external integrations need manual reconnection. Verify integration endpoints or field mapping after cloning if data fails to appear in downstream systems.
Design drift — If multiple clones have diverging styles over time, standardize a single library element and re-clone to restore design consistency.
Best practices checklist
Before you clone, run through this quick checklist to avoid rework and confusion.
Decide whether to clone an element or an entire slide based on the level of repetition needed.
Name the clone immediately using a team-friendly naming convention.
Confirm that all required toggles and validations copied across.
Test the cloned element or slide in preview mode to verify layout and logic.
Keep a single source of truth for reusable components and update that source carefully.
Document any custom behavior so teammates know why a cloned element differs from the standard library.
Team workflows that scale
Cloning is only one tool in a scalable form-building workflow. We combine cloning with simple processes to reduce friction when multiple people are building or editing forms.
Roles and permissions — Limit who can edit the master component library to prevent accidental changes.
Approval steps — Require a quick review for any form that will be customer-facing. A second pair of eyes catches forgotten toggles and testing gaps.
Shared templates — Maintain a shared set of templates that are built from cloned slides and elements. Templates get updated less frequently and act as a stable starting point for new projects.
Onboarding checklist — Train new teammates on cloning habits: how to clone, rename, test, and where to store reusable components.
Measuring the benefits
We track a few simple metrics to prove cloning is worth the effort:
Time to launch — How long it takes to build and publish a new form or quiz from scratch versus using clones or templates.
Design consistency — Percentage of forms that adhere to brand fonts, colors, and spacing standards.
Error rate — Number of forms with missing validation, broken mappings, or incorrect required fields discovered after launch.
In our experience, standardizing on cloning and a component library reduces build time by 50 to 80 percent and cuts post-launch fixes by more than half.
Real-world checklist for common scenarios
Use this quick checklist for three typical use cases.
Lead capture form
Clone contact information fields from the library
Ensure UTM and hidden fields are present and mapped
Confirm required fields and email validation
Preview and test submission into the CRM
Client onboarding
Clone multi-row address and company details blocks
Use slide cloning for step-by-step intake flows
Confirm file upload fields and size limits
Assessment quiz
Build the scoring slide and clone it for each question group
Test branching rules and score accumulation
Verify result page logic and resource delivery
Short testimonials from teams who switched to cloning
“We reduced our onboarding form build time from several hours to under 30 minutes by reusing a single component library and cloning slide templates.”
“Cloning helped us keep look and feel consistent across dozens of lead forms. No more weird font mismatches or missing required fields.”
How do cloned elements handle validations and required settings?
Cloned elements preserve validations and required toggles that were set on the original. After cloning, always preview and test the field to ensure the validation behaves as expected. If something is missing, compare the settings panel of the original and the clone to identify and reapply any missing rules.
Can we clone an entire form in one click?
Depending on your platform, whole-form duplication may not be available inside the form editor. The recommended approach is to clone elements and slides to rebuild the form quickly, or maintain a template library that serves as a full form starting point. A template approach gives more control and keeps your library organized.
Will cloning break integrations or field mappings?
Cloning usually preserves field mappings and integrations, but exceptions can occur, especially with hidden fields or external connections. After cloning, verify that integrations are still mapped correctly and run a test submission to confirm data arrives where it should.
How should teams organize cloned components?
We recommend a single source-of-truth library that contains all reusable blocks. Name components clearly, lock the library behind limited editing permissions, and document intended uses. This reduces duplication, prevents design drift, and speeds onboarding for new teammates.
When should we use slide cloning instead of element cloning?
Use slide cloning when multiple steps in a quiz or survey share the same layout and structure. Slide cloning duplicates the entire canvas and design blocks, which is faster for multi-step flows. Use element cloning when you only need to repeat a single field or question within a page.
Final notes
Cloning elements and slides is one of the easiest ways to save time, reduce errors, and keep a professional look across all forms, surveys, and quizzes. With a bit of discipline—naming conventions, a shared component library, and regular testing—cloning becomes a core part of building faster and scaling workflows without sacrificing quality. Start by creating one clean, well-documented component library and you’ll see the time savings compound quickly.
We use cloning to focus on what matters most: creating experiences that convert, collect accurate data, and reduce support headaches. When the basics are standardized, we can spend our energy improving outcomes instead of rebuilding from scratch.
