How to create your own survey templates in Signals

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Take full advantage of all the features and functions of Signals by crafting your own survey templates. Making your own survey templates is an easy way to customize your team's feedback and recognition. 🙌

Creating your own survey templates

Ready to start making your own survey templates? In the left-hand navigation under Signals, click on "Templates." Click on the "New Template" button to get started.

Overview of templates page, highlighting the location of the templates section being on left-hand side, along with the new templates button on the right side to starting creating a new template.

Begin adding content using the presets to make your custom template. Click on the "Preview" button at any point to view what your survey template will look like. When you are finished creating your template, click on the "Add a title" button.

Overview of the content area for template creation, access the preview template button, and the add a title button whenever user is ready to publish.

You will be prompted to give the template a title name and a description. Click on the "Publish" button to publish your template.

Area to type in the title name of the template, a description, and when ready, clicking the publish button to publish template.

Once published, you can access your newly created template in the Signals > Survey dashboard. 🎉

The new custom created template now showing in the survey dashboard.

Structure your content and settings when you are ready to schedule your survey to go out to your team. For more info, refer to the article on how to set up and send a survey in Signals.

Questions? Send us a note to [email protected] and we’d be happy to chat! 🤗