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.

info 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.

info 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.