Saving Surveys as Templates

In this article
Creating a Template
Applying Templates
Managing Templates

Campaign templates let you reuse a set of questions from a previous web campaign. Once you save a campaign form as a template, you can reuse those questions for any future campaigns. You can also choose from a set of pre-defined templates for your campaign.

Creating a Template

Once you finish editing your web campaign form, you can save it as a template. To save your campaign as a template:

From the campaign form editor, select Templates.
Select Save this form as template.
Enter a name for the template.
Select the template’s language.
Select Save. You can use this template for future web campaigns.

Applying Templates

To apply a template to a campaign:

From the campaign form editor, select Templates.
Under Apply template, select the language of the template you want to use.
Select either a Default template or Custom template for your campaign.
Select Apply template.

Managing Templates

You can rename a template, change the language category, or delete a template. To manage your existing templates:

From the campaign form editor, select Templates.
Select the Manage Templates tab at the top. You’ll see a list of templates with the date they were created.
Manage your templates:
1. To rename a template, enter a new name in the Name field.
2. To change the language category, select a new language from the dropdown.
3. To delete a template, select the trash can button.
Select Save.

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Saving Surveys as Templates

Creating a Template

Applying Templates

Managing Templates

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