Survey Templates

Survey templates are used to automate standard surveys and can be sent via rules or manually.

To access this configuration, access Settings > Survey Templates.

Creating a new template:

1) Layout
This screen is used to configure the overall layout of the survey:

• Title;

• Type;

• Logo;

• Description;

• Questions.

2) Message
The message tab comprises the customization of the e-mail title, e-mail body, and "thank you" notes. It also has a section for resending messages to unopened e-mails.