Breadcrumbs

Survey Template Sections

๐Ÿ“™ Knowledge Base Tip: It is recommended to review the Survey Template Designer article prior to adding sections to a survey Template.

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Video Resources

Learn about adding, reordering, or removing survey template sections with a quick video walkthrough!


  1. To add a section to a Survey Template, click +Add Section.

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  2. Via the +Add Template Section popup, define a name and optionally, a description for the template.

    1. New sections can be before or after existing sections by utilizing the Section Position drop-down.

    2. The Section drop-down determines which existing section the new section will be added before or after. Click Save to add the new section to the Survey Template.
      ๐Ÿ”Ž Example: In the example below, the new section titled Survey Questions, will be added after the existing Survey Information section.

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Once a section has been added to a Survey Template, it can be edited and managed as needed.

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Clicking the Pencil will allow the section title to be revised. 

2

Click Add a Description to revise the existing description or to add a description.

3

To delete sections, click the kebab menu and select the Trashcan icon.

https://heliocampus.atlassian.net/wiki/s/-2024114597/6452/d11bb6fdc5c8ba4c973785837de5a62b5833bfe3/_/images/icons/emoticons/information.png Survey Template sections cannot be deleted until all questions have been deleted from the section.

4

The order of sections can be adjusted by clicking the kebab menu and selecting the Sort option.

5

To create a new question (i.e. not from the Question Library) for the section, click the kebab menu and select the โž• icon.

https://heliocampus.atlassian.net/wiki/s/-2024114597/6452/d11bb6fdc5c8ba4c973785837de5a62b5833bfe3/_/images/icons/emoticons/information.png Newly created questions can be added to the Question Library if desired by enabling Save to Question Library via the +Add Question pop-up.

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 Knowledge Base Tip

The Survey Template Questions article can be utilized for adding questions directly from the platformโ€™s Question Library.