Library

Video Overview

Items in the Library

The library is a collection of shared images, documents, themes, templates, and questions that team members with Full Access seats can access when they creating 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 your team can use to create new surveys.
• Documents in the library can provide team membmers with guidelines and resources for creating surveys for your organization.
• Questions let your Enterprise team add company questions from a Custom Question Bank so you can ask questions in a consistent format.

Adding Items to the Library

Primary Admins and Admins can add new items to the library.

To add an item to the library:

1. Click My Team from the main navigation and select Library.
2. Click + New Item.
3. Choose the item you want to add:
   • 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.
   • For questions: Add a new question in the Design Survey section. Once the question is saved, hover over it and click Library to save it 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

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.

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 Full Access seat team member 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

If you're a team member with a Full Access seat, click My Team from the main navigation and select Library to browse, preview, or download library items.

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