🆕Survey Template

Overview

Survey templates allow you to launch professional, consistent surveys in minutes. Instead of building every questionnaire from scratch, you can leverage a library of pre-configured templates that include pre-written questions, branching logic, and optimized settings.

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Managing the Template Library

Administrators can curate the organization’s template library via Admin Portal → Modules → Survey → Templates. This ensures that common survey structures—such as pulse checks or event feedback—are standardized across all departments.

Designing Custom Templates

Admins can build reusable templates from the ground up using a four-step process:

• Properties: Set the template title, instructions, featured image, and icon.

• Design: Build out the question set and configure the rule builder for complex logic.

• Preferences: Set global defaults for anonymity, mandatory responses, and who has access to the resulting insights.

• Preview & Publish: Review the final look and feel before making the template available to the rest of the organization.

For a more in-depth look at creating surveys, click here.

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Template Maintenance

The template hub allows for ongoing management of your survey assets. Admins can duplicate templates to create variations, reorder them using drag-and-drop to highlight the most relevant options, or deactivate older templates to remove them from the creator flow without affecting existing surveys.

Template names must be unique within your organization. Draft templates remain hidden from survey creators until they are officially published by an admin.