Creating Default Survey Settings Templates

Default Survey Settings templates can be created for the site, at the company level, or for individual users. Then for example, if the same settings are used for all surveys created by your company, you will not have to go in and set them up for every survey.

It is possible to have one site-wide template, one company template, and one user template per user. Once a template exists, the Use default survey settings button becomes available in the Survey Settings page toolbar - click the button to use the template. By default, the User Settings template will be used if one exists, otherwise the Company or Site-wide template will be used in that order of priority.

You can specify if you want to use your personal survey settings (user template) on the survey wizard page when you are creating the survey.

The Survey Settings Template page contains the same tabs and properties as the "standard" Survey Settings page inside a survey. Note that if a survey is based on a survey template then no survey settings template is applied.

The settings in a survey settings template are applied to a survey when the survey is first created. The template is not linked to the survey, so once the survey exists, the template settings can be changed and the survey will not be affected. Survey settings templates do not apply to Basic panels.

To create a Survey Settings template:

• Site-wide template - Log in as Administrator and go to Admin > Default Survey Settings.
• Company template - Log in as a user with the Company_Administrate permission and go to the Home > Company Settings > Default Survey Settings menu command.
• User template - Log in as a normal user and go to the Home > User > Default Survey Settings menu command.

1. In all cases, the Default Survey Settings page opens.
2. Make the settings as appropriate (go to Survey Settings Overview for more information).
3. Save the changes.

To delete your Default Survey Settings template, go to the Home > User > Default Survey Settings menu item and click the Delete Survey Settings Template button.