Creating and Previewing Templates

In this article:

Suggested next article: Selecting the Right Template Type


Introducing Delighted Templates

Delighted Templates are workspaces where you can create, modify, launch, and analyze every aspect of a survey campaign. Each Template is built around a survey methodology that collects, segments, and organizes your feedback. 

Survey results are compiled in your Dashboard in real time. The Dashboard links to your Template's Reports, Trends, Filters and other Metrics. Review the specifics in Templates Dashboards and Filtering.

Create separate Templates for each new survey

Every Template is independent and houses a unique survey — with its own settings, distributions, integrations, reports, people, and Dashboard!

To create a new Template:

1
Click the Templates dropdown menu
2
Click "Create a new Template" 

3
Select "Choose and customize" below any of the survey methods in the list → ex. NPS, CSAT, CES, 5-star, etc.

4
Follow along as Templates guides you through the remaining steps → as explained next!

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Creating Delighted Templates — quick start & video

Create and launch a new Delighted Template in 5 easy steps:

1 Create a new Template Select “Create a new Template” from the dropdown menu
2 Survey: (Template type) Choose a methodology or question type → like NPS, CSAT, 5-Star, CES, PMF, eNPS, Thumbs, or Smileys
3 Platform:  (Distribution type) Pick a distribution platform → such as Email, Web, Kiosk, Link, SDK. Use any—or all—of these platforms in the same survey Template. Enter up to ten Additional survey questions independently to each platform
4 Customization Add your branding and customizations (color scheme, logo, text). See 4. Template Customization
5 Finish Finish up by sending the survey to your people (aka "participants," "respondents," "subjects," or “research panel”). See 5. Managing People & Properties

View how the 5 steps fit together in this abbreviated version of our Getting Started video, appropriately called Creating Templates

Key change to the video: The "Survey people" button is now "Edit and Send!"

If you would like a more detailed training approach, visit our Core Training & Certification program.

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Previewing and testing your Templates

You’ll naturally want to preview and test your surveys before sending them out. Testing must be conducted independently, inside each distribution platform that you have selected. To review the video: 

"Pick a distribution platform ( Email, Web, Kiosk, Link, SDK). Use any—or all—of these platforms in the same survey project. Enter up to ten Additional survey questions independently to each platform." 

To see how to test and preview an entire survey — including your core question plus any Additional questions you have included — click your selected distribution platform(s) from this list:

Preview the look of your core metric question in the Customization section

You can visualize how your core metric question will appear — on desktops and mobile devices — as you customize the look and feel of your survey. 

However, previewing a complete survey — particularly if you've added any Additional questions to your questionnaire — requires testing at the platform level, as explained by clicking the above links.

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Adding Additional questions to your Templates

Delighted Templates allows up to 10 Additional questions to be added to each platform's survey. Learn all the details by reading the Additional questions page in this Help Center.

View our Additional questions video

Additionally, view how easy it is to add Additional questions to your projects by viewing this excerpt from our Core training video series for Delighted Templates.

Key change to the video: The "Survey people" button is now "Edit and Send!"

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Renaming Templates

To rename your Templates in the Edit Template window:

1
Open the Templates dropdown menu → seen at the top of your Dashboard
2
Click the settings “Gear” → appearing next to a Template's name
3
Click inside the “Template name” box → in the Edit Template window
4
Enter the new name → ex. "My NPS Template"
5
Click “Save changes”
Respondents will not see the name

Your respondents never see the Template's name. The name you invent is for internal use and will appear in the dropdown menu. A clearly identifiable name is extremely handy if you have a team working on a survey or if you have multiple Templates in your account. 

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Deleting Templates

To delete or remove Templates from your account:

1
Open the Templates dropdown menu
2
Choose the “Gear” icon → to the right of the Template's name
3
Choose “Delete this Template” → at the bottom of the Edit Template window
4
Verify your decision by clicking “Delete this template”
One chance to undo!

Delighted Templates will give you a chance to “Undo” the action if you change your mind. But if you click “X” and close the notification bar, the deletion is permanent and cannot be undone.

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When to modify, reuse, or delete an existing Template

As this decision matrix suggests, you may not need to create a new Template if you can modify or reuse an existing one. 

Edits and modifications can include, but are not limited to:

  • Renaming a Template
  • Adding or editing distribution platforms
  • Adding or editing Additional questions
  • Altering a Template's customizations, including its question text

Importantly, one thing you can’t do is substitute a survey's initial question type or methodology (say from NPS to CSAT). Doing so would throw your metrics into a tizzy. Essentially, your validity and reliability would be compromised. Ergo, if you need to change the question type, delete the project and create a new survey from scratch. 

Only Admins can create and delete Templates

Only Admins have permission to add or remove Templates from an organization’s account. For security reasons, assigning user roles to team members (like Admin, Standard or Limited) is a good idea. User roles set the guardrails around who can change critical settings and attributes. Learn everything Admins can do in our video-based Admin training and certification program for Delighted Templates.

If you are creating a Free account, you are automatically an Admin, so create away!

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Exporting and saving data before deleting

When it's necessary to delete a Template, first Export your data and store it in a safe place. (Once deleted, a Template's data can't be recovered!)

When exporting, select from these three options:

1 Survey responses Download all, or a portion of your responses as segmented by data range
2 Survey responses Isolate just your sent survey data by date range and/or by whatever platforms you are using. (In our example, both the Link and Email platforms have collected responses
3 Scheduled surveys Download just a list of surveys yet to be sent within a date range

To export all or part of your data:

1
Select “Export data” → located in the bottom-left corner of your Dashboard
2
Pick either “Survey responses,” "Sent surveys,” or “Scheduled surveys” as explained above
3
Optional: Select a date range → ex. Last week
4
Click “Export to CSV” to download the data you selected to your computer

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