Templates


 

Edit a Survey Template

 

Overview

This article will show you how to edit an existing Survey Template.

Instructions

  1. Navigate to Configuration > Templates > Survey Templates
    Survey_Templates.png
  2. Click the Edit tool (pencil icon) next to the template you want to edit
    edit_survey_template.png
  3. Make edits to Survey Settings
    survey_settings.png
    • Name: Just for internal use
    • Survey Type: Select the type of survey you want to create
    • Message: Text displays in emails and on the survey page your customer receives
    • Note: While the survey questions are pre-established currently, we will be granting you the ability to configure your own questions in the next release.
  4. Add questions and Sessions/Facilities
  5. Click Save Survey Template
    save_survey_template2.png



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