Delighted Templates FAQs
In this article:
- How can I survey people via Email on a recurring basis?
- Can I add more than one question to my Template?
- Can I export data from Templates to other platforms for further analysis?
- Can I add additional users to my Delighted account?
- Can I change my Template type?
- How do I add, edit, and delete people from my list of recipients?
- What administration and security features are available in Delighted?
- Where can I learn about Templates best practices?
- Where do I Sign out or Log out of my account?
Suggested next article: Core Training & Certification
How can I survey people via Email on a recurring basis?
Can I add more than one question to my Template?
After setting up your survey initially, you can add up to 10 additional questions to your survey flow! Your extra questions will follow the dedicated metric question (ex. NPS, CES, or CSAT) and the follow-up open-ended comment prompt. Read more in our article on Additional Questions in the Help Center.
If you're not yet seeing the option to add Additional Questions, make sure that you've finished the initial project set-up!
Can I export data from Templates to other platforms for further analysis?
Can I add additional users to my Delighted account?
Learn how by visiting Accounts & User Types page in the Accounts & Billing section of the Help Center. Also, check out the first module of our Admin Training & Certification course which is entirely dedicated to this topic.
Can I change my Template type?
Once a Template has been set up, it's not possible to change the question type as it would mix methodologies which rely on unique scale-point options. Merging data would invalidate the study and throw the metrics into a tizzy.
For example, an NPS survey returning data on an 11-point scale (isolating "Promoters," "Passives," and "Detractors") cannot be pushed into a 5-point CSAT survey (segmenting the "Satisfied" from the "Dissatisfied"). The former is a loyalty metric, the latter is a satisfaction metric.
Read more in our Help Center here.
How do I add, edit, and delete people from my list of recipients?
If you want to send a survey via email to a group of people, check out One-Time Sends. You can schedule recurring surveys with Autopilot, or using one of our Integrations. For sending from our other distribution platforms, check out that section of the Help Center.
Also, review video Module 7: Investigating people and platform metrics from our Admin training program. Jump to minute 4:40 and watch to the end of the video.
What administration and security features are available in Delighted?
Learn about account administration and security by visiting Sections 9 and 10 in the Help Center.
Learn all about Accounts, Billing, Security, and Privacy with our Admin Training & Certification course. If you are an account Admin, it's well worth your time.
Where can I learn about Templates best practices?
Where do I Sign out or Log out of my account?
To securely sign out of Delighted:
- Click "Account"
Click "Sign out"