How to Create and Customize Survey Templates?
- Create Survey Template:
After creating all necessary questions, navigate to Dashboard > Survey > Settings.
- 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.
- Select Categories:
Scroll down and select applicable categories from the left-hand side.
- Add Questions to Template:
Choose questions from Question Bank or My Questions.
- Customize Template:
Add more categories if needed and select applicable questions.
- Save Template:
Click on Next until the Save button appears.
Click on Save.