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Managing survey templates

This page will show any existing templates that have been created from a survey. *Note: In order to manage Survey Templates, they must first be added from a survey. You can choose to create a template by checking the appropriate box when creating a new survey.


To access the list of survey templates:

  1. Click on the Surveys menu option from the side navigation menu to expand the survey options.
  2. Click on Templates.

Navigating the templates list

  • Times Used: This will display how many surveys have been created using this template.
  • View: Click here to view the template information.
  • Edit: Edit the questions and formatting of the template.
  • Archive: Archiving a template will remove it from this template list, as well as remove it from the list of templates when creating a survey.
    • To access archived templates, click the View Archived Templates link at the top of the templates list. An archived template can be restored at any time.