How to create a survey template?

To create a survey template, first you need to navigate to the organization settings by clicking on the settings module in the navigation bar. Scroll down until you see the survey management option as seen in the picture below. Then click the 'create a survey template' button.

Doing so takes you to the create a survey template page where you have a fillable form to complete as well as the opportunity to add questions to the survey.

Fields:

  • Name: The name of the survey template

  • Description: Any important information pertaining to the survey template
  • Enable survey template: Show/hide the survey template when creating a survey.

To add a question, just click where it says add question and type in your question where it says question title. The question type gives you two options for you to choose, paragraph or short answer.

When filling in the fields has been completed, you are able to create the survey template by clicking the 'create template' button.