ARTICLE

Managing Brand Assets in the Library

Library

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The library is where Full Access seat team members can find and use shared assets to create surveys. These shared assets include images, documents, templates, themes, and questions.

Primary Admins and Admins can add or manage items in the team library and set default assets to be automatically added to new surveys that teammates create.

If your Enterprise team has early access to Divisions, you can also access division libraries that have additional survey controls.

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

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 the three dots 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 (Name) 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 images and documents to your computer.
PreviewPreview images and documents in the library.
To preview a document, download it to your computer.
To preview a template, choose Edit details and click Preview Survey under the survey details.
Set as default Set a default logo or theme to survey's your team creates.

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
  • Templates and Intro Text (only available to some Enterprise customers—learn more)

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 the three dots 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.

If your Enterprise team has early access to Divisions, your Admins may have restricted access to remove or edit default items.

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.

  • Themes
  • Images
  • Templates
  • Documents
  • Questions

Division Libraries and Survey Controls (Enterprise Only)

BETA FEATURE: Division libraries and additional survey controls are available to some Enterprise customers. If you’re in the beta for division libraries, you may see slight variations in your team library. Divisions and additional survey controls are only available if storing data in the United States data center.

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.

Primary Admins and Admins can:Division Admins can:Users can:
View, add, or manage assets in the team library (as described earlier in this article) or any division library

Click a division name to view the assets in that division library and set defaults for that division

Set team and division defaults
Allow Division Admins to override the asset settings for their division

Create surveys without any restrictions
View assets from the team library

View, add, or manage assets for the division libraries they manage

Click a division name to view the assets in that specific division library

Set defaults for the divisions they manage, if given permission by the Primary Admin

Create surveys using the assets they have permission to use from the team library or division libraries they manage
View the assets from the team library and division library, if they are assigned to a division

Create surveys using the assets they have permission to use from the team library or division library
  • Division Libraries vs. Team Library
  • Navigating the Library
  • Setting Default Assets
  • Creating Surveys