Use this guide to start a survey from a ready-made template and to save your own surveys as templates. For survey creators.
Create a survey from a template
- Go to the Surveys tab.
- In the left panel, click Survey templates.
- On the Survey Templates page, find the template you want.
The page says Choose a template to start a new survey. Templates shows how many templates you have. Each card shows the template picture and its name.
- Optional: click View on a card to read its questions. Use the arrows to move between templates.
- Click Use on the card. Or, in the preview, click Use This.
InPoll creates a draft survey with the template's name, questions, logic and tags, and opens it in the builder.
Start with Case closed: quick CSAT
Case closed: quick CSAT is the first template. It has two questions: a 1 to 5 star rating and an optional comment. InPoll stores the rating as the CSAT score of each response.
Use it for a short survey after a Case is closed. Publish the survey, then send it from a Flow. See Send a survey automatically when a Case closes (Flow).
Customize the survey
Review the survey and change what you need before you send it. You can:
- Add, edit, format or delete questions.
- Add question logic.
- Change the survey design and settings.
Save a survey as a template
Save a survey as a template to reuse it later. The survey needs at least one question.
- Open the survey in the builder.
- In the left panel, click Create template.
- In the Create New Template dialog, enter a Template Name.
- Optional: choose a Template Background image (PNG, JPEG or GIF).
- Click Create Template.
InPoll saves the survey as a template and opens the Survey Templates page. Your template appears there with the built-in templates.
View, edit or delete your templates
- View: shows the questions in a template. This works for every template.
- Edit: changes the Template Name, Template Type or Template Background. Click Edit on the template, make your changes, then click Edit Template.
- Delete: removes the template after you confirm.
Built-in templates cannot be edited or deleted. To change the questions in a saved template, create a survey from it, edit the survey, and save it as a new template.