Building Surveys using Template Library

Updated 

This module lets you create surveys by either selecting from pre-designed templates in the Template Library or starting from scratch. It helps you build effective surveys that align with your goals while keeping things efficient.

Business Problems to Solve

  • Accelerating Survey Creation: It helps to launch surveys quickly by choosing from pre-designed templates, making minor edits, and deploying within minutes, thus saving time while ensuring quality and relevance.

  • Ensuring Customization & Flexibility: This feature helps you create fully tailored surveys from scratch by giving you complete control over every question and logic path to meet your unique objectives.

  • Improving Survey Effectiveness with Pre-Built Logic: Helps to leverage templates with built-in logic and branching to structure your survey effectively. It also ensures accurate data collection and reduces the risk of common design mistakes.

Value Additions

  • Faster Survey Deployment: Pre-built templates streamline setup, enabling businesses to launch surveys in no time.

  • Enhanced Customization: For unique needs, you can start from scratch to fully tailor the survey to their objectives.

  • Pre-Configured Best Practices: Templates come with expert-designed questions and logic, ensuring surveys are both effective and well-structured.

Configuration Steps

Prerequisites

In order to access Templates Library, you must have Survey Creation permissions to leverage this feature.

Configuration

  1. Go to Sprinklr Insights > Customer Feedback Management > Program > Create Survey.

  2. Select a Template from a list of templates available under different template categories mentioned at the top.

    Note: The details of the selected template are available on the right. You can check:

    • Template Description: A brief overview of what the template covers and its intended use.

    • Number of Questions: The total number of questions included in the selected template.

    • Average Survey Completion Time: An estimate of how long it typically takes to complete the survey using the template.

  3. Click Preview Template to navigate through predefined survey questions within the Template.

  4. Click Choose Template (Within Preview Template) to confirm the template and and fill the details:

    1. Survey Name: Select a name of the Survey (Mandatory).

    2. Base Language: Select the language for the primary version of your survey. You can add additional translations later during the survey building process (Mandatory).

    3. Program: Select or create a Program where you want to save the Survey. This is can be modified.(Mandatory).

    4. Survey Tags: Add a Tag to easily navigate to your survey and access it whenever needed.

    5. Survey Permissions: Set User Permissions for the Survey.Add users or user groups from the dropdown.

  5. Click Create.

Note: Some templates come with predefined skip or display logic, which may require reconfiguration if you modify any of the questions.

FAQs

Yes, all templates can be customized, including question text, logic, and design elements.

No, currently users cannot save modified surveys as new templates.