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Create a Template for Your Organization

Templates make it faster and easier to launch consistent surveys across your organization. By saving frequently used surveys as templates, you ensure teams can start from a proven structure—without reinventing the wheel.

What Are Templates?

Templates are saved surveys that can be reused again and again. Whether you’re running trackers/wave studies or concept tests, templates help standardize your research approach.

Once a template is created, it’s available to everyone in your organization, ensuring speed, consistency, and alignment.

How to Create a Template

Admins can create a new template from any survey draft or completed survey:

  1. Open the survey you’d like to use as the basis for your template.

  2. Click Edit to go to the survey builder.

  3. Confirm that your question wording, logic, and design are final.

  4. In the upper-right corner of the survey builder, click the down arrow next to "Save".

  5. Select Create a Template from the dropdown menu.

Screenshot 2025-06-10 at 11.31.05 AM

You’ll be taken to the Template editor to make any changes to your template before saving it. Here you'll want to give your template a name and a description to help others understand its intended use. Once your template is setup as desired, click Save to finish.

💡 Tip: Include key details in the name or description—like audience, use case, or language—to make it easier for your team to find the right template later.

Using a Template to Create a Survey

Once a template is saved, anyone can select it at the start of survey creation:

  1. From the dashboard, click New Study.

  2. Choose Copy from a Template.

  3. Browse your organization’s templates or use the search bar to find one by name or keyword.

  4. Click Create to open the survey builder with that template loaded and make any edits you need before launching your new survey.

Managing Templates

Admins can update or delete a template by going to the My Templates tab on the dashboard. From there, you can:

  • Rename a template

  • Edit the description/content

  • Edit questions or response options

  • Delete templates you no longer need

Note that any changes will not affect surveys already created from that template—they’ll remain unchanged.