Creating a Survey Template

If professional users in your company regularly need to create surveys that are fairly similar, you can make a survey template. This template will then be available to those users who have been given access to it (go to Permissions for more information) to use when creating surveys, thus potentially saving considerable time and effort. The survey template can be as simple or as complicated as you wish, though you should bear in mind that it is probably better to include too much in the template than too little - it will be a lot quicker and easier for future survey creators to delete irrelevant questions and nodes than create additional items.

To create a survey template:

1. Create a normal survey (go to Creating a New Survey for more information) or duplicate an existing suitable survey (go to Duplicating a Survey for more information).
2. Add and edit any required questions and nodes and set everything up as needed.
3. In the Survey Management > Overview page, General tab, go to the Categories and Keywords field and select the Template Category - .



Figure 1 - Selecting the Template category

4. Save the survey.

The survey will be saved as a template. It will now be listed in the Select Template list that appears when you select “Make survey based on an existing template” while creating a survey (go to Creating a New Survey for more information). Note that once a survey is categorized as a template it will no longer be listed in the normal Survey List, so it cannot later be used as a survey in its own right; it can only be used as a template to create new surveys. So if you wish to base the template on an existing survey, you should first create a duplicate of that survey and then categorize the duplicate as the Template.