Customizable Survey Templates

In this article
Creating a Template
Applying Templates
Managing Templates

Essentials feature: Available on Essentials, Pro, and Ultimate plans.

Campaign templates can be helpful when you have a campaign form that you might want to reuse in the future. Create a template makes to easily reuse multiple questions and fields for future surveys. You can create templates for both web and app campaigns.

Creating a Template

To create a campaign template:

Create your web or app campaign form. Add any questions or fields you want to use in your template.
Select Templates.
Select Save this form as template.
Enter a template name and select the language.
Select Save.

When saving the template, you can also update or replace a current template. Select the Update existing template box and select the template to update from the dropdown menu.

Applying Templates

To apply a template to your campaign:

From the campaign editor, select Templates.
Select the language, then select the template to use.
Select Apply Template.

Managing Templates

You can change template names and languages or delete templates. To manage your existing templates:

From the campaign editor, select Templates.
Select the Manage Templates tab at the top.
Manage your templates:
- To rename a template, enter a new name in the Name field.
- To change the language category, select a new language from the dropdown.
- To delete a template, select the trash can button next to the template you want to delete.
Select Save.

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Customizable Survey Templates

Creating a Template

Applying Templates

Managing Templates

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