Create Surveys With the Template Library

Welcome to our guide on how to create surveys using the Template Library. This feature allows you to save time by using pre-designed and customizable templates, making survey creation a breeze. In this guide, we will walk you through the step-by-step process of creating surveys using the Template Library.

Accessing the Template Library:

• Navigate to Sites > Surveys > Builder

• Click on the "+ Add Survey" button and select "Choose from Template" from the dropdown.

Selecting a Template:

• Choose a survey template by filtering for a specific category, click on the template you like, and then on the “Continue” Button.

Editing the Template:

• On the left side of the editor, click on the + in case you want to add more elements or custom fields.

• Click on each field to edit the field label, placeholder, and query key, and to mark it as required or hide it. 

• You can also edit the slide position by clicking on the 3 dots at the right of the template and on Settings.

Save and Use

• Once your survey is ready to go, click on Save.

• You can click on Integrate to embed the form on your website or funnel and get the Iframe Embed Code or the link to the survey so you can share it with your leads

Understanding the Difference:

Surveys have conditional logic, whereas forms do not. Keep this in mind while choosing between surveys and forms for your data collection needs.

Why Use Template Library in Surveys?

• Save time and get started quickly with pre-designed templates instead of starting from scratch.

• Personalization and Customization

• Consistent Branding