Managing Brand Assets in the 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 use 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 a new item to the library:

1. Click My Team from the main navigation and select Library.
2. Click + New Item (Add 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 (Enterprise only): 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 (Name) and Description that will help team members 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 Default Assets

Primary Admins and Admins can set defaults to be used in all new surveys the team creates:

• Logo—any image in the library
• Theme

When adding 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, click . to the right of the item and choose Set as default logo or Set as default theme.

Creating Surveys with Default Items

When a default is set for the team and a Full Access seat team member creates a new survey, the default item is automatically applied. Existing surveys aren't changed.

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.

Division Libraries and Survey Controls (Enterprise Only)

How It Works

When your team has Divisions—sub-groups within your team that can be managed independently of one another—each division can have its own division library with its own set of assets. A division library allows each division to have unique assets that are different from the assets in the team library and other divisions.

Division members can use the assets from the team library or their division library, which ensures all surveys meet either the team's or division’s unique branding needs.

The assets that team members can see, manage, and use depend on their role, if they belong to a division, and whether those assets have additional default settings or restrictions. Only the Primary Admin and Admin have full access to view, add, and manage the team library and all division libraries.