How to Create and Customize Survey Templates?

  1. Create Survey Template:

After creating all necessary questions, navigate to Dashboard > Survey > Settings.

  1. Initiate Template Creation:

Select the type of survey you want to create: General Survey/ Onboarding Survey/ Exit Interview.

Click on " + Create New Template " > Enter Template Name > Next.

  1. Select Categories:

Scroll down and select applicable categories from the left-hand side.

  1. Add Questions to Template:

Choose questions from Question Bank or My Questions.

  1. Customize Template:

Add more categories if needed and select applicable questions.

  1. Save Template:

Click on Next until the Save button appears.

Click on Save.

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