Use survey templates
A survey template is a survey you keep as a model. Save a survey as a template, then copy the template each time you need a new survey with the same questions.
- Software
- Skileo Human Resources
- Who can do this
- Business owner, Member
- Updated
Make a template
- Create a survey, or edit one that has not been sent. See Create a survey.
- Switch on Save as template.
- Click Save.
The template is listed in Surveys, Survey templates, not in the survey list.
Start a survey from a template
- Open Survey templates.
- Click the actions button (⋮) on the template’s line, then Copy. The copy is a new template whose title ends with “Copy”.
- Click the actions button (⋮) on the copy, then Edit.
- Change its title and what you need, and switch off Save as template.
- Click Save.
The new survey moves to the survey list, ready to send. The template stays as it was.
Don’t send a template itself. Your employees get the e-mail, but the survey doesn’t show in their list, and the template can no longer be changed.
The template list
Survey templates works like the survey list: search, filters by Type, Export, and the actions button (⋮) on each line to edit, view, copy or delete a template. See How the survey list works.
Keep a sent survey as a template
A sent survey can’t be changed, but you can copy it: copy it, then edit the copy and switch on Save as template.
Common questions
What is the difference with question templates?
A survey template is a whole survey. A question template is one question you add to any survey. See Manage question templates.
Does changing a template change the surveys made from it?
No. Each copy is a survey of its own. But the questions are shared: changing a question changes it in every survey that uses it.