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Library

TEAM FEATURE: You can only use the Library feature if you're in a team.

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Items in the Library

The library is a collection of shared images, documents, themes, and templates that all members of a team can access when they create new surveys.

  • Images in the library let you provide members of your team with approved visual assets for their surveys—like your company's logo.
  • Themes help ensure that surveys sent from your team always reflect your organization's visual assets, colors, and style preferences.
  • Templates let you make custom surveys into standard templates that anyone on your team can use when they create new surveys.
  • Documents in the library can provide people on your team with guidelines and resources for creating surveys for your organization.
Adding Questions If you're on an Enterprise team, you can add questions to the Library to create a Custom Question Bank for your organization.

 

Adding Items to the Library

Primary Admins and Admins of a team can add new items to the library at any time.

To add an item to the library:

  1. Click your username in the upper right dropdown or My Team from the top navigation and select Library.
  2. Click + New Item.
  3. Choose Create template, Add image, Add document, or Add custom theme.
    • For images and documents: Browse for the image or document on your computer, or import it via URL.
    • For custom themes: Select an existing custom theme from the list. If you don't have any custom themes, create a new one.
    • For templates: Select an existing survey from the list. If you don't have any surveys, create a new one. Every aspect of the survey design will be included in the template—all questions, the theme, logic, options, and images. If the survey you choose uses a custom theme that's not yet in your library, that theme will also be added to the library.
  4. Add a title and description that will help members of your team understand how and when to use the item in their own surveys.

Upload Requirements

TypeSizeFormat
Image2MB or lessJPG, PNG, or GIF
Document16 MB or lessDOC, DOCX, or PDF

 

Managing Existing Items in the Library

In the Library, Primary Admins and Admins can manage existing items by clicking . to the right of the item and choosing an action from the menu. The actions available depend on the item type.

ActionDescription
Edit detailsChange the title and description of the item to give more context to team members when they visit the library.
RemoveRemove the item from your library. This doesn't affect any surveys that already use that item. If you remove a theme or template, the custom theme or survey it's based on will remain in your account.
DownloadDownload it to your computer (images and documents only).
PreviewPreview the item in the library (images and themes only).
  • To preview a document, download it to your computer.
  • To preview a template, choose Edit details and click Preview Survey under the survey details.

Setting a Default Logo and Theme

You can set one image as the default logo, and one theme as the default theme for all new surveys. When any user in your team creates a new survey, the default theme and/or logo is automatically applied. Setting a default does not affect existing surveys.

When you upload a new image or custom theme, select Make this the default logo or Make this the default theme to set it as the default item for all new surveys in your team.

To set an existing image or theme as the default:

  1. On the Library page, click . to the right of the image or theme you wish to set as the default.
  2. Choose Set as default logo or Set as default theme.

 

Using Items from the Library in Surveys

Click your username in the upper right dropdown or My Team from the top navigation and select Library to browse, preview, or download library items. All members of a team can access the library, but only Admins can add or manage items.

For instructions on how to use each type of item in the library, see the relevant section below.

Themes

To apply a team theme to a survey:

  1. In the Design Survey section, click THEMES in the left sidebar.
  2. Click Teams.
  3. Click the theme you want to apply.
Images

To add an image from the library to a survey:

  1. In the Design Survey section, add a Logo, Image, or Image A/B Test to your survey.
  2. Click Upload File.
  3. Under the From Library tab, click the image you want to use.

If you're adding an image to question text or answer choice field, you'll need the Library image's source URL. From the Library, right-click the image to open the image source URL in a new tab and copy the URL from the address bar. Add the image to your survey using the formatting toolbar.

Templates

To create a new survey from a team template:

  1. Click your username in the upper right dropdown and select Library.
  2. Click . next to the template you want to use.
  3. Click Create survey.

In the Design Survey section, feel free to add or edit questions, delete questions, and change the look and feel of your survey before sending out your survey. Any edits you make are unique to your survey and won't affect the template in the library.

Similarly, if an Admin makes edits to the template in the library after you created your survey, it won't affect your survey.

Documents

Documents can't be added to surveys, but you can download them to your computer.

To download a document to your computer:

  1. Click your username in the upper right dropdown and select Library.
  2. Click . next to the document you want to download.
  3. Click Download.

You can't preview documents within SurveyMonkey.

If you need to attach a document to a survey, host it on a third-party site and add a hyperlink to your survey.

 

The library is a collection of shared images, documents, templates, and themes that all members of a team can access when they create new surveys. All members of a team can use items from the library, but only Primary Admins and Admins can add or manage items.

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