Overview: Templates


Templates are a powerful tool in SurveyOptic. They can be used to speed up the survey creation workflow, create on-demand surveys for guests and external users, and report across multiple surveys using aggregated data.

Aggregate reporting

Templates can aggregate data from multiple surveys. This can be useful where multiple surveys have been deployed, say across multiple teams or departments in an organisation, SurveyOptic can aggregate the data across these surveys for a “whole organisation” analysis. Another use case would be analysing common data groups across surveys. For example using templates to re-use a demographic question set across multiple surveys will then allow for analysis of the demographic spread across the many surveys. Using templates to create surveys that are repeated multiple times for the same group (such as an organisation) will offer the option to use comparisons across multiple surveys. For example, an annual employee engagement survey could be compared across multiple years to analyse the changes and trends.

Templates can also report on surveys by rolling up to average results and displaying surveys together in a condensed list. Where many surveys may be created by external users, these reports give insight into the activity of the template and the top line reporting from them. These reports are particularly useful for template management at ‘scale’.

Survey creation

Within SurveyOptic there are numerous ways to create surveys to suit different workflows. Templates can be used as a basis to create surveys from, if desired these surveys can then be customised to suit a particular group such as different organisations or different departments/teams.

Using templates, survey creation can be streamlined, making the process of creating surveys fast and consistent. In addition to copying survey content, templates can also be used to manage surveys at scale with permissions and scores that can be managed even after creation. Templates can cater for a number of different workflows, from a full-user creating surveys in-app to external users creating on-demand surveys (eg. for their own team, department or site) with automated communication, reporting and management.

Re-using content

Questions and sections can be re-used by copying them into other surveys. This way surveys can be built with consistency where there are similar sections repeated across surveys. Demographic questions are a good example of this. Perhaps a set of standard questions which are used in every survey of that type or theme. Another example would be a ‘question bank’ with commonly used questions which are used for similar surveys deployed across different organisations. In this way, ‘standard’ questions can be quickly incorporated whilst also allowing users to ‘tailor’ the survey to the organisation/situation.

Last updated: March 25, 2024
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