Create Surveys With the Template Library

Welcome to our guide on how to create surveys using the Template Library. This feature allows you to save time by using pre-designed and customizable templates, making survey creation a breeze. In this guide, we will walk you through the step-by-step process of creating surveys using the Template Library.

Accessing the Template Library:

• To get started, navigate to Sites > Surveys > Builder.

• Click on the "+ Add Survey" button and select "Choose from Template" from the dropdown.

Selecting a Template:

Choose a survey template by filtering for a specific category or tag by hovering over the template and clicking the “Select” Button.

Viewing and Editing the Template:

Click on the "Continue" button to view and edit the selected template.

Understanding the Difference:

Surveys have conditional logic, whereas forms do not. Keep this in mind while choosing between surveys and forms for your data collection needs.

Why Use Template Library in Surveys?

• Adoption: Save time and get started quickly with pre-designed templates instead of starting from scratch.

• Time Efficiency: Templates offer pre-designed and reusable components, making survey creation faster and more efficient.

• Personalization and Customization: While using templates, you can still personalize and customize them to meet your specific requirements. Add personalized details like names, specific selections, or tailored messages.

• Consistent Branding: Template libraries help maintain consistent branding throughout customer interactions. Access templates for different business categories and associated tags.

Where to Find the Survey Template Library?

• Go to Sites > Survey > Add Survey.

• Select whether to start from scratch or choose from the Template Library.

Using the Survey Template Library:

• After selecting "Choose from Template," you will see a list of available templates.

• Click on a template to view its details, or click on the eye icon to preview the template.

If necessary, customize or pre-set the template in the builder to meet your requirements.

Adding the Survey Template:

• Click on the "Continue" button to proceed with adding the selected template to your survey.

You've now learned how to create surveys using the Template Library. This feature allows you to save time, maintain consistent branding, and customize surveys to fit your needs perfectly. Feel free to explore the various templates available and start creating stunning surveys effortlessly.

We hope this guide has been helpful to you. Should you have any further questions or need assistance, please don't hesitate to reach out to our support team.