Who This Is For / When to Use
This feature is for account users who:
Want to create surveys faster without starting from scratch.
Need professionally designed survey layouts.
Want to customize questions, logic, and structure before publishing.
Use the Template Library when speed, consistency, and structure are important.
Accessing the Survey Builder
Navigate to Sites > Surveys.
Click + Add Survey.
Opening the Template Library
After clicking + Add Survey:
Select From templates.
Click Create.
Browsing and Selecting a Template
The Template Library includes categorized, pre-built surveys.
Browse templates or use filters and search.
Click a template to preview it.
Click Continue to use the selected template.
Editing a Survey Template
Once the template loads in the builder, you can fully customize it.
Adding New Elements
Click the + icon in the left panel.
Add elements or custom fields as needed.
Editing Fields
Click any field to edit:
Field label
Placeholder text
Query key
Required or hidden settings
Managing Slides and Layout
Surveys use slides to organize questions.
Click the three-dot menu on a slide.
Select Settings to adjust slide behavior or order.
Saving Your Survey
When editing is complete:
Click Save to store your survey.
Sharing or Embedding Your Survey
After saving:
Click Integrate.
Choose to copy the survey link or iframe embed code.
Understanding Surveys vs. Forms
Surveys differ from forms in one key way:
Surveys support conditional logic.
Forms do not support conditional logic.
Choose surveys when responses should dynamically change the flow or questions.
Why Use the Template Library
Faster survey creation
Pre-designed, structured layouts
Easy customization
Consistent branding across surveys
FAQ
How do I access the Template Library?
Navigate to Sites > Surveys > Builder, click + Add Survey, and select From templates.
Can I customize a template after selecting it?
Yes. All templates are fully editable, including fields, slides, and layout.
How do I publish or share my survey?
Save the survey, then use Integrate to copy a share link or iframe embed code.
What is the main difference between surveys and forms?
Surveys support conditional logic, while forms are designed for simpler data collection.
Can I use multiple templates for different surveys?
Yes. Each survey can be created from a different template.
Can I change the order of questions or slides?
Yes. Slides and elements can be reordered using drag-and-drop or slide settings.