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Survey Templates

Updated over 3 months ago

In addition to the surveys you have created, check out our survey templates. These templates are designed to give you inspiration for your next survey.

Survey Templates:

You can discover templates by going to Communications > Surveys > Survey Templates (as shown below). In the table, you will be able to preview the following:

  • Action Dropdown: Action you can take on the survey template. More details are below.

  • Name: Title of the survey template.

When clicking on the "Actions" dropdown (as shown below), you will have the following options:

  • Preview: This allows you to preview the survey from your members' perspectives without sending it via email.

  • New Survey From Template: This allows you to create a new survey using the provided template.

Creating a Survey From Templates:

To create a survey from a template, follow these directions:

  1. Go to Communications > Surveys > Survey Templates.

  2. Click the action drop down for one of the templates.

  3. Click "New Survey From Template."

  4. Customize the template. For more details on building a survey, Click Here.

  5. Click "Save" (on the bottom right) to save the survey form. The survey will then be created and added to the Survey Dashboard.

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