Survey Templates

Survey Templates

You can find new surveys to add to your projects by browsing the Explore Surveys page

What this article covers

How to get there

For standard users

  1. In your SideMenu → select Surveys → select Survey Templates

  2. You arrive on the Explore Surveys page

    image-20260507-121949.png

For survey portal users

The Explore option will only be available if it has been enabled by your portal’s admin

  1. Select Explore in the top menu

  2. You arrive on the Explore Surveys page

Ways to find surveys

Search bar

  • Type the name of a survey into the Search bar

  • You’ll see a filtered list of results

    image-20260507-122221.png

Filter by demographic characteristics

  • The Categories panel on the left side contains various demographic characteristics that you can use to find surveys

    image-20260507-122443.png
  • Simply use the toggles next to each characteristic to filter for surveys designed for people with that characteristic

Filter by outcomes and indicators

  • You can filter surveys according to the outcomes and indicators mentioned within them

  • The outcomes are listed in bold and then the indicators within them are listed below

  • Both the outcome and the individual indicators have a toggle

Filter by Outcome and Indicator.gif

Read a survey’s description

  • Hover your mouse over a survey to read more information about it

  • Click preview to open the survey

  • Click Add to Project to start using the survey

See survey description on Explore Surveys page.gif

Start using a survey

  1. Select a survey’s name (or click the Preview button)

  2. You arrive on its Master Survey Template page

  3. Click the Add To Projects button

  4. A popup appears with a list of all the projects you have editorial control over

  5. Tick the projects you want to add the survey to and then press Save

  6. The popup closes

  7. Each time a Survey Template is added to a project, it creates a Survey Campaign