Topic: Survey setup
You can save your surveys as templates and reuse them later for new surveys. This saves time, ensures consistency, and makes it much easier to create similar surveys.
To create a template, please follow these steps:
1. Go to the overview.
2. To create a template, click the “three-dot” icon on the right side of the survey you want to save as a template. A small menu will open.
3. Click “+ Save as Template.”
After you click, a green arrow icon will appear. This means that, from this point on, the current version of the survey will be saved separately as a template.
If you'd like to create a new survey using this template, click “+ New Survey” and then select your template.
Tip: Update survey template
If you want to keep your survey template up to date, you can delete the existing template from the overview at any time and then save it again as a template.
Save survey as template and use it again
You can save your surveys as templates and reuse them later for new surveys. This saves time, ensures consistency, and makes it much easier to create similar surveys.
To create a template, please follow these steps:
1. Go to the overview.
2. To create a template, click the “three-dot” icon on the right side of the survey you want to save as a template. A small menu will open.
3. Click “+ Save as Template.”
After you click, a green arrow icon will appear. This means that, from this point on, the current version of the survey will be saved separately as a template.
If you'd like to create a new survey using this template, click “+ New Survey” and then select your template.
| Note
Once you've saved a survey as a template and then continue working on the survey, those changes aren't automatically applied to the template. The template feature is a snapshot of the survey's current state at the time it was saved. |
Tip: Update survey template
If you want to keep your survey template up to date, you can delete the existing template from the overview at any time and then save it again as a template.