Custom Templates

You can save your surveys as custom templates and reuse them for new survey campaigns. This is especially convenient for regular research, employee questionnaires, or any surveys with a recurring structure.

How it works

Any survey can be turned into a template. The template will be saved in the “My Templates” section and will be available to the entire team. When creating a new survey, simply switch to “My Templates” and select the one you need.

Saving a survey as a template

• Go to your account dashboard.
• Click the three-dots icon in the menu.
• Select “Save as template”.

When saving as a template, the survey’s structure, logic, and design are copied. Results and collected respondent data are not transferred.

Creating a new survey from a template

• Click the “New Survey” button in the dashboard.
• Switch to “My Templates”.
• Select the desired template and open it.
• Then click Select template.
• Make final changes to the survey if needed.

Managing templates

The “My Templates” section allows you to:

• rename a template and add a note;
• edit a template;
• hide or delete templates you don't need.

Template editing is available only to the account owner and administrators. For other roles, you can separately enable the permission “Add and edit own templates”.

What’s included in a template

• screen and question structure;
• answer options and branching logic;
• design (colors, theme, logo);
• localization settings and hidden fields.

Integrations and survey results are not copied.

Examples of use

• Regular NPS/eNPS surveys;
• Employee onboarding and training forms;
• Candidate evaluation forms during hiring;
• Marketing studies with a recurring structure.