How to Get Started with Your Airtable Template

Thank you for purchasing the Acquisition Strategy Airtable Template! This guide will help you get set up quickly and start using your new base — including how to find and use the built-in form to add data easily.

Step 1: Duplicate the Airtable Base

• After purchase, you will receive a link to duplicate the Airtable base into your own Airtable account.
  
• Click the link and follow the prompts to create your own copy.
  
• This copy contains all the tables, views, and forms included in the template.

Step 2: Open Your New Airtable Base

• Log into your Airtable account at airtable.com or via the Airtable app.
  
• Open the base you just duplicated.
  
• On the left side, you will see all the tables and views included in the template.

Step 3: Find and Use the Form View

• In the sidebar on the left, look for the Forms section under the relevant table (e.g., Acquisition Strategy Overview).
  
• Click the form view (named something like "Acquisition Strategy Form") to open it.
  
• Fill out the form fields to add new data to your Airtable base — it’s a simple, user-friendly way to enter information. 
• Submit the form to save your data directly into the base.

Step 4: Customize & Share

• You can customize the form or add your own fields if you want.
  
• If you want to share this form with your team or clients for data collection, you can get the shareable form link by clicking Share in the form builder and copy that URL.  

Need Help?

If you have questions or need assistance setting up your Airtable template, feel free to contact our support team at support@example.com or visit our Help Center.