Surveys & templates

Your survey library is the home for every questionnaire in a workspace. From here you can see what you've built, open the designer to edit it, and decide how individual surveys relate to shared templates. Two kinds live side by side: custom surveys that stand alone in one workspace, and template-connected surveys that were created from a shared template and stay linked to it.

Why the distinction matters: a custom survey is yours to change freely, while a template-connected survey inherits its design from a master template — so you can manage one design and roll updates out to many workspaces at once.

Working with your library

Templates at scale

Templates let one team maintain a single design and distribute it everywhere it's needed. There's a reporting benefit too: data from every child survey built from the same template is aggregated together, so you can compare and combine results across workspaces without stitching anything by hand. The same idea carries into Segments, where conditions on template questions match across every survey built from that template.

Custom surveys

A custom survey lives in exactly one workspace and answers only to you. It's the right choice when a questionnaire is unique to a single team or use case and doesn't need to mirror a shared design.

Template-connected surveys

A connected survey stays linked to its source template. Pulling a template's latest content keeps it current, while disconnecting frees it to evolve on its own.

Syncing a template's changes

When you improve a template, syncing pushes those changes into the connected surveys. There are two ways to do it, depending on where you start.

Sync one survey

From a connected survey, choose Sync with template to bring it up to date with its source. You confirm the sync, and it runs in the background — the survey stays usable while it updates.

Sync all the children at once

From the template itself, choose Sync children to update many connected surveys together. You get a list of every connected survey — grouped by workspace and all selected by default — and you can untick any you want to leave alone. Survey Manager then schedules a sync for each one and shows progress as it goes.

Sync history

Every sync is recorded, so you always know what happened. Open a connected survey's sync history to see each past sync with:

• what was included — chips for Content, Settings, Charts, Pipelines, Monitors or Segments,
• its outcome — completed, failed, still in progress or pending,
• who ran it and when, and
• an error message if it didn't succeed.

Syncs that were run together from a template's Sync children are marked as part of a batch, so a bulk update is easy to spot.

Disconnecting from a template

Disconnecting drops the link between a survey and its template, turning it into a standalone custom survey. Its questions and answers stay exactly as they are — they simply stop being tied to the template, so future template changes no longer reach this survey.

Designing the survey itself

Building the questions is where most of your time goes. These guides go deep on every part of the survey designer:

Once your surveys are in order, you can put them to work: distribute them with web integration and public links, target audiences with segments, and send results onward through messaging pipelines.