Create a Survey from Template
Templates provide pre-built survey structures designed by experts. Start with a proven framework and customize it to fit your needs.
When to Use Templates
Choose a template when you:
- Need to create a survey quickly
- Want a professional structure as a starting point
- Are conducting common survey types (feedback, satisfaction, etc.)
- Need inspiration for question wording
Available Template Categories
SurveyReflex offers templates across various categories:
- Customer Feedback - Customer satisfaction, NPS, product feedback
- Employee Engagement - Workplace satisfaction, pulse surveys
- Market Research - Consumer insights, brand awareness
- Event Feedback - Post-event surveys, registration forms
- Education - Course evaluations, student feedback
- Healthcare - Patient satisfaction, intake forms
- And more…
Step-by-Step Guide
Step 1: Navigate to Templates
There are two ways to access templates:
Option A: From Dashboard
- Click “Create Survey” button
- Select “Use a Template”
Option B: From Templates Page
- Click “Templates” in the sidebar navigation
- Browse the template library
Browse the template library
Step 2: Browse and Search Templates
Use the template library features:
- Search - Type keywords to find specific templates
- Filter by Category - Select a category to narrow results
- Filter by Difficulty - Choose Beginner, Intermediate, or Advanced
Use filters to find the right template
Step 3: Preview a Template
Click on any template card to see:
- Template description
- Number of questions
- Estimated completion time
- Question preview
Preview template details before using
Step 4: Use the Template
- Click the “Use Template” button
- Enter your survey title (or keep the template title)
- Add an optional description
- Select team (if applicable)
- Click “Create Survey”
Customize and create from template
Step 5: Customize Your Survey
The template creates a new survey with all questions pre-populated. You can:
- Edit questions - Modify wording to fit your needs
- Add questions - Include additional questions
- Remove questions - Delete questions you don’t need
- Reorder questions - Drag to rearrange
- Modify settings - Change branding, colors, and options
Customize the template to fit your needs
Template Details
Each template shows:
| Information | Description |
|---|---|
| Category | The type of survey |
| Questions | Number of questions included |
| Time | Estimated completion time |
| Difficulty | Complexity level |
| Usage | How many times it’s been used |
What’s Next?
After creating from a template:
Tips for Using Templates
- Review all questions - Make sure each question fits your goals
- Customize language - Adapt wording to match your brand voice
- Remove unnecessary questions - Don’t keep questions just because they’re there
- Add your branding - Upload your logo and choose theme colors