How do I configure a template?

A template is where you formulate the questions you want users to answer. You can create multiple versions of a template and a single template for different purposes and audiences.

Drag and drop the predefined question elements into the questionnaire and edit them as needed. You can choose from multiple question types (multiple choice, yes/no, text answer, etc.) Show me

When you configure a template you can create rules to show or hide questions, sections or subsection in the template. These rules are executed dynamically in the questionnaire for that template, depending on the answers given by the responder. Learn more

You can add sections as easily as questions. Just drag and drop the New Subsection element into the questionnaire and place it where you want it. Show me

Yes, set criticality and scoring for all questions and answer options. This lets you view and filter questions in your reports. Learn more

Yes, just click Save & Exit in the top right corner. Your template will be saved in the template list. You'll notice Draft in the Version column. This means the templates can't be used yet for creating campaigns.

Ready to resume working on your template? Go to Templates > My Templates, hover over the template, open the Quick Actions menu and select View Template.

Only published templates can be used to launch campaigns. There's a couple ways to do this:

- While viewing your template open the Actions menu (top right corner) and select Publish

- While viewing your templates list, hover over a template, open the Quick Actions menu and select Publish

There's a couple ways you can do this:

- Select the template of interest from the list, open the Quick Actions menu, and select "Start a campaign from this template"

- Go to the Campaigns section and click the New Campaign button

Our Campaign wizard will walk you thru the steps quickly. Learn more