Skip to main content

Creating & Using Survey Templates

Are you looking to add a survey template? If so, this article will show you the needed steps for this process.

Survey Templates are highly recommended so you can save time and remain consistent with each survey creation. They can be created from scratch or settings can be copied from an old template or survey.

Steps to Create a Survey Template

  • Go to the Survey menu

  • Under the 'Survey' sub-section, click Survey Administrations

  • Select 'Template' from the 'Survey/Template' drop-down filter on the top-left

  • Depending on the survey type, select one of the blue ' New [Standard, Rotation, or General] Template' buttons on the top-right or bottom-left

  • Enter a Template Name and Template Code (code is not required)

  • Check the Shared checkbox if you would like to share the template across databases

Three Options for Creating a Survey Template

  • Do not copy settings - this will allow creation of templates from scratch

    • Questions will need to be added

    • Display Options will need to be set up

    • Results Access will need to be set up

  • Copy settings from template- this allows an exact copy of the settings from another template

    • Questions and settings may need to be reviewed or changed

  • Copy settings from survey- this allows an exact copy of the settings from a past survey

    • Questions and settings may need to be reviewed or changed

When new surveys are created the option to copy from a template will now appear.

Video - How to Create a Survey Template