Templates Library: Jumpstart Your Surveys

The Templates Library is your resource for quickly launching effective surveys. In this section, you can see a collection of pre-designed survey templates covering a range of essential topics, including: Employee Experience, Employee Engagement, Recruitment and Hiring, Policy and Benefits, Training and Development, and NPS. For each of these key areas, you can easily create customized survey templates, saving you valuable time and effort in the survey creation process and ensuring consistent data collection for future use.

Creating Templates

1. To create a survey template:
2. Navigate to Experience → Templates Library
3. Choose one of the survey topics (e.g., Employee Engagement) and click the Add Template button to create a template for that specific topic.
4. Follow the subsequent steps to complete the template creation process:

Step 1. General Details

This initial step allows you to establish the foundation of your survey:

• Survey Title: Enter a clear and concise name for your survey (e.g., Post-Interview Feedback).
• Survey Description: Provide a brief explanation of the survey's purpose and the type of feedback you aim to collect.
• Upload Photo (Optional): Enhance your survey with a relevant image or your company logo.
• Hover on the image area and click on the Edit button.
• Include Introduction: Toggle the switch ON to add a welcoming message and any necessary instructions for candidates before they begin the survey.
• Once you have completed these fields, click Submit & Continue to proceed to the Add Questions page.

Step.2 Add Questions

Here, you will add the specific questions you want candidates to answer.

1. Click on the Add Question button
2. In the opened "Add Question" sidebar window, fill in the following fields
• Enter the question: Type the question you want to ask candidates.
• Type: Choose the format for the candidate's response (e.g., text area, radio button, checkboxes).
• Required: Define if the question must be answered by toggling the switch (ON for required, OFF for optional).
3. Click Save to save the question.
• Add as many questions as you need by clicking the Add Question button
4. Once you have added all your desired questions, click Submit and Continue to proceed to the Preview and Publish page.

Step 5. Preview and Publish

In this final step, you can review all your survey template settings and content, and modify if needed by using the Edit button. Once you're satisfied, proceed to publish it by clicking the Add Template button.

Once the template is created, it appears as a card on the Templates Library page, giving a quick summary. Here, you can manage your templates by deleting unwanted ones or using them to create new surveys.

Each card includes the approximate minutes to complete the survey and the total number of questions it contains. To use a template, click the Use Template button on the card. This action will redirect you to the Surveys creation page, where you can further customize the survey settings, such as Set Preferences and Choose Respondents, before launching it.

Easy-peasy! Your template is ready – start your first survey now!