Survey Templates
Survey templates are reusable survey designs that define the questions, layout, branding, and signature requirements for a survey. When you create a campaign, you select a template as its foundation. This ensures consistency across campaigns and simplifies setup for recurring events.
Accessing Survey Templates​
Navigate to Settings > Survey Templates in the left sidebar. The template list page displays all existing templates with the following information:
| Column | Description |
|---|---|
| Template Name | The name of the template. |
| Survey Type | The type of survey (Availability, Confirmation, Travel, or Exit). |
| Questions | The number of questions in the template. |
| Last Modified | The date the template was last edited. |
| Created By | The user who originally created the template. |
Creating a New Template​
- Click + New Template at the top of the template list page.
- Fill in the template details:
- Template Name -- A descriptive name for internal reference (e.g., "Q1 2026 Availability Survey").
- Survey Type -- Select one of the four survey types: Availability, Confirmation, Travel, or Exit.
- Description -- Optional internal description explaining the template's purpose or intended audience.
- Click Create to open the template editor.
The Template Editor​
The template editor is a drag-and-drop interface for building your survey. It is divided into three main areas:
| Area | Description |
|---|---|
| Question Palette | A panel on the left listing all available question types. Drag a question type onto the canvas to add it. |
| Canvas | The center area where your survey questions are arranged. Drag questions to reorder them. |
| Properties Panel | A panel on the right that displays configuration options for the currently selected question. |
Adding Questions​
To add a question to your template:
- Locate the desired question type in the Question Palette.
- Drag it onto the Canvas at the desired position.
- Click the newly added question to select it and open its properties in the Properties Panel.
- Configure the question text, options, and settings (see Question Types below).
Reordering Questions​
Drag and drop questions on the canvas to change their order. The order in the editor is the order caregivers will see when completing the survey.
Deleting Questions​
Select a question on the canvas, then click the trash icon in the Properties Panel or press the Delete key. You will be prompted to confirm the deletion.
Deleting a question from a template does not affect surveys that have already been sent using this template. However, future campaigns created from this template will not include the deleted question.
Question Types​
The platform supports six question types. Each type is suited to different kinds of information collection.
Single Choice​
Presents the caregiver with a list of options, of which they may select exactly one.
| Property | Description |
|---|---|
| Question Text | The question displayed to the caregiver. Supports rich text formatting. |
| Options | The list of answer choices. Click + Add Option to add more. Drag to reorder. |
| Required | Whether the caregiver must answer this question before submitting. |
| Other Option | Enable to add a free-text "Other" option at the end of the list. |
Use cases: Yes/No questions, availability confirmation, single-selection preferences.
Multiple Choice​
Presents the caregiver with a list of options, of which they may select one or more.
| Property | Description |
|---|---|
| Question Text | The question displayed to the caregiver. Supports rich text formatting. |
| Options | The list of answer choices. Click + Add Option to add more. Drag to reorder. |
| Required | Whether the caregiver must select at least one option. |
| Min / Max Selections | Optionally constrain the number of selections allowed. |
| Other Option | Enable to add a free-text "Other" option at the end of the list. |
Use cases: Preferred shift types, available dates from a list, certifications held.
Text​
A single-line text input field for short answers.
| Property | Description |
|---|---|
| Question Text | The question displayed to the caregiver. Supports rich text formatting. |
| Placeholder | Optional placeholder text shown inside the input before the caregiver types. |
| Required | Whether the caregiver must provide an answer. |
| Max Length | Optional maximum character count. |
| Validation | Optional input validation (e.g., email format, phone number format). |
Use cases: Name fields, email addresses, phone numbers, short responses.
Long Text​
A multi-line text area for extended responses.
| Property | Description |
|---|---|
| Question Text | The question displayed to the caregiver. Supports rich text formatting. |
| Placeholder | Optional placeholder text. |
| Required | Whether the caregiver must provide an answer. |
| Max Length | Optional maximum character count. |
| Rows | The default height of the text area in rows (e.g., 4 rows). |
Use cases: Special requests, detailed feedback, additional notes, travel accommodations.
Date​
A date picker that allows the caregiver to select a calendar date.
| Property | Description |
|---|---|
| Question Text | The question displayed to the caregiver. Supports rich text formatting. |
| Required | Whether the caregiver must select a date. |
| Min Date | Optional earliest selectable date. |
| Max Date | Optional latest selectable date. |
| Default Value | Optional pre-selected date. |
Use cases: Preferred travel dates, earliest available date, license expiration date.
Signature​
An electronic signature capture field. The caregiver draws or types their signature on a digital pad.
| Property | Description |
|---|---|
| Question Text | The text displayed above the signature field, typically a legal acknowledgment or terms statement. Supports rich text formatting. |
| Required | Whether the signature is mandatory for submission. Always set to required for Confirmation surveys. |
| Legal Text | Optional fine-print text displayed below the signature pad (e.g., "By signing above, you agree to..."). |
Use cases: Confirmation of assignment, acknowledgment of terms, compliance attestations.
Signature fields are most commonly used in Confirmation survey templates. While they can be added to any survey type, they are required for Confirmation surveys to capture the caregiver's formal commitment.
Rich Text Editor​
All question text fields support rich text formatting through an inline editor. The editor toolbar provides the following formatting options:
- Bold, Italic, Underline -- Standard text formatting.
- Bulleted List / Numbered List -- For presenting structured information within a question.
- Hyperlinks -- Link to external resources, policy documents, or reference materials.
- Headings -- H3 and H4 level headings for structuring longer question descriptions.
- Block Quote -- For highlighting important information or policy language.
Use rich text formatting sparingly in questions. Bold and bullet points are effective for drawing attention to key details, but excessive formatting can make surveys harder to read on mobile devices.
Theme and Branding Configuration​
Each template can be customized with your organization's branding. Access theme settings by clicking the Theme tab in the template editor.
| Setting | Description |
|---|---|
| Logo | Upload your organization's logo. Displayed at the top of the survey. Recommended size: 200 x 60 pixels. |
| Primary Color | The main accent color used for buttons, progress bars, and highlights. Enter a hex code or use the color picker. |
| Background Color | The background color of the survey page. |
| Font Family | Choose from a set of web-safe fonts for the survey text. |
| Header Text | Optional text displayed below the logo (e.g., organization name or event title). |
| Footer Text | Optional text displayed at the bottom of every survey page (e.g., copyright notice, contact information). |
Theme settings apply to the caregiver-facing survey only. They do not affect how the template appears in the admin editor.
Previewing a Template​
Click the Preview button in the top-right corner of the template editor to see the survey as caregivers will experience it. The preview opens in a new browser tab and renders the survey with all branding, question formatting, and signature fields.
Preview mode is interactive -- you can fill out answers and test the flow -- but responses entered in preview mode are not saved.
Editing an Existing Template​
- Navigate to Settings > Survey Templates.
- Click the template name to open it in the editor.
- Make your changes -- add, remove, or edit questions, update branding, or modify settings.
- Click Save to persist your changes.
Editing a template does not retroactively update surveys that have already been sent in active campaigns. Changes only apply to new campaigns created from the template after the edit.
Duplicating a Template​
To create a new template based on an existing one:
- On the template list page, click the three-dot menu next to the template you want to duplicate.
- Select Duplicate.
- A copy of the template is created with the name "Copy of [Original Name]". Open it to rename and customize.
Deleting a Template​
- On the template list page, click the three-dot menu next to the template.
- Select Delete.
- Confirm the deletion in the dialog.
You cannot delete a template that is currently in use by an active campaign. End or archive the associated campaigns first.
Next Steps​
- Creating Campaigns -- Use your template to create a survey campaign.
- Survey Types -- Review the four survey types to choose the right template type.